Accepting and conducting a chat: Service Desk agent

As a Service Desk agent, you might belong to a chat queue person group whose members respond to end user chat requests. In a multiple-queue setup, chats are organized into queues according to agent expertise; you might belong to more than one queue. When a chat request is assigned to one of your queues, you are notified, and you can accept the chat.

About this task

If you are an agent who belongs to one or more chat queues, Chat Queue is displayed in the Welcome bar along the top of your Control Desk screen. It informs you when one or more chats are waiting for a response.

A service request is automatically opened when a user requests a chat. The service request number is displayed as a link in the agent chat window, and you can click the link at any time during the chat to open and update the service request. For example, you might want to mark it resolved, update the description as you obtain more information from the user, update details, and so on.

If you open and modify the service request, ensure that you save it before closing the chat. Otherwise, you might lose information.

Procedure

Perform these steps to accept and conduct a chat session:

  1. While logged on to Control Desk, notice the chat queue indicator in the upper portion of the browser page. Depending on the UI that is used by your product installation, the chat queue indicator is displayed as one of the following:
    • The text string Chat Queue. A number in parentheses to the right indicates the number of waiting chats. If one or more chats are waiting, the text string blinks and shown as a selectable, underlined link. A blinking chat bubble icon is displayed next to the text. If an exclamation mark or question mark is shown in the parentheses, there is a problem communicating with the chat queue server.
    • A chat bubble icon, with no text. The chat bubble icon blinks and is selectable if there are waiting chats. A colored box next to the icon shows the number of waiting chats. If the bubble icon has an error indicator in it, there is a problem communicating with the chat queue server.
  2. Click the blinking chat queue indicator to open the Agent Chat window.

    The user is informed that an agent has joined the chat. In addition, the service request Owner field is populated with your user ID. The service request number is displayed in the chat window, along with the end user display name, phone number, and e-mail address. You can click the service request number at any time during the chat to update the service request associated with the chat. An initial greeting is also displayed in your chat window.

  3. You and the user proceed with the chat by typing messages back and forth. The messages typed both by you and by the end user are displayed in the window and are time-stamped.

    The browser that you are using, the browser version, and the browser settings affect the behavior of the chat window. For example, if you are using Microsoft Internet Explorer, clicking on a link in a chat window might open a new window rather than a new tab in the current window. In Mozilla Firefox, the chat window might not be brought to the forefront when a new response is submitted. To enable windows to pop to the front in Firefox, launch the Firefox Options dialog, open the Content tab, and click Advanced for the Enable JavaScript check box. In the Advanced JavaScript Settings dialog, check the Raise or lower windows option.

  4. After you and the user complete the chat, close the chat.
  5. Depending on the chat outcome, open the service request, and update the service request status as follows:
    QUEUED
    You were not able to resolve the issue, but somebody else might be able to do so. You can queue the chat to your own agent group or to another group that might have the specific expertise that is required. The status remains QUEUED.
    INPROGRESS
    The service request ticket is being worked on. For example, a software distribution is required to resolve the end user's issue, the system is being rebooted, or some other operation is being performed to resolve the issue. After the issue is resolved, you can send e-mail to the end user, informing him of the resolution.
    RESOLVED
    The chat satisfactorily resolved the end user issue, and no more needs to be done.
  6. Perform further updates to the service request as needed. For example, you can update the owner group fields, the reported priority, the impact, the associated CI or asset, and so on. You can specify a solution with the service request. He can also create log entries.


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