How to re-assign chat to other user?
In case an RM is on leave or unable to reply to a customer's message, URVA Connect allows him to assign the chat to his senior or to his team mates. This provides a complete Customer Service with no loss of business.
Mobile App:
Assign the chat from one user to another one by one, follow these steps:
- From URVA Connect home page, click on the message of the customer under Open tab.
- Now a new chat window will appear.
- Click three dot option on the card named Unnamed Thread.
- User list will appear, select the user to which you want to assign chat.
- Click on Tick to assign the chat.
- The complete thread will be removed from your app and will be transferred to the selected user.
Web App:
Assign the chat from one user to another, follow these steps:
- From URVA Connect home page, click on Conversations.
- Now a new chat window will appear and select a customer whose chat you want to assign.
- Click three dot option on the card named Unnamed Thread.
- User list will appear, select the user to which you want to assign chat.
- Click on Submit to assign the chat.
- The complete thread will be removed from your app and will be transferred to the selected user.
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