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How to use templates for quick response?

URVA Connect

Templates/ Canned messages can be created in URVA Connect, follow these steps: Mobile App: Open...

Updated 4 days ago by Kamna

How the manager can view Dashboards for reporting team?

URVA Connect

Manager can view the performance of his team members  in URVA connect through chat Dashboards. T...

Updated 4 days ago by Kamna

How the manager can view the chats of the RMs and the customers ?

URVA Connect

Manager as a supervisor can view and monitor the chats between the RM and Customers.  RM can add ...

Updated 4 days ago by Kamna

View, Edit, Filter Tasks on Urva web

Tasks Tasks

Detailed view of a task in Urva- It consists of full details of a particular task, which are fil...

Updated 4 days ago by Kamna

How to view customer profile?

URVA Connect

User can view customer profile in URVA Connect app with details like customer name, contact detai...

Updated 4 days ago by Kamna

How to initiate voice call?

URVA Connect

From URVA Connect, Rm can initiate a voice call to customer for better communication experience f...

Updated 4 days ago by Kamna

How to view chat threads based on filters?

URVA Connect

Chat filters are helpful in identifying chats on the basis of platforms. As multiple Customers ar...

Updated 4 days ago by Kamna

How to re-assign chat to other user?

URVA Connect

In case an RM is on  leave or unable to reply to a customer's message, URVA Connect allows him to...

Updated 4 days ago by Kamna

How to create tags & add them to chat threads?

URVA Connect

Tags can be helpful in reminding of things or as an identifier for a particular chat thread. Fol...

Updated 4 days ago by Kamna

How to share media /doc files?

URVA Connect Medi/ File Sharing

Rm can share media files to customers through URVA Connect like photos, videos, attachments, audi...

Updated 4 days ago by Kamna

Login URVA Connect

URVA Connect

Login in URVA Connect mobile app:  Download the URVA Connect app from Play Store or App Store. ...

Updated 4 days ago by Kamna

How to turn on private mode in a chat?

URVA Connect

Converge facilitates managers/ Supervisors to see chat between the agents/ RMs and their respecti...

Updated 5 days ago by Kamna

How to view media/docs shared in a message thread ?

URVA Connect

To view all the media files/ documents shared in URVA Connect with a customer can be viewed under...

Updated 5 days ago by Kamna

How to invite a new customer to chat?

URVA Connect

RMs can initiate a conversation with the customer by using invite user feature by following these...

Updated 6 days ago by Kamna

View & download performance reports

Reports & Analysis Performance reports

To View & download performance reports, you must have some reports configured in your account. P...

Updated 1 week ago by Kamna

How to bulk resolve chats in URVA Connect app?

URVA Connect

Users can easily resolved multiple chats in less time by using URVA connect app. There are some s...

Updated 1 week ago by Kamna

Create templates for quick response

URVA Connect

Templates can be created for URVA Connect app for better and quicker response to customers. Let'...

Updated 1 week ago by Kamna

How to bulk assign chats in URVA Connect app?

URVA Connect

Now URVA Connect users can assign multiple chat to the user in a single click by following below ...

Updated 1 week ago by Kamna

How to set reminder via URVA Connect?

URVA Connect

Users can set reminders in URVA Connect app for a meeting with a customer. Very easy to use and q...

Updated 1 week ago by Kamna

How to share files from File Manager from FeetPort app?

URVA Connect Medi/ File Sharing

RM can share files from File Manager (FeetPort) to directly  to Customer via URVA Connect app. ...

Updated 1 week ago by Kamna