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Agent Knowledge Base

Agent Portal and Setup

  • Getting started
    • Your Inbox
    • Agent Portal Overview
    • What I can see on my screen after I log in
    • Changing my password
    • What to do if I forget my login password
    • Agent Setup Guide
      • How to log in
      • Portal walk through
      • Status Settings
      • Making an internal call to another agent or group
      • Selecting how I receive calls
  • Communication
    • Configuring audio settings
    • Changing my contact method
    • Contacting a customer
    • Searching a queue
  • Status management
    • Using the status bar
    • Changing my current status
    • Indicating if I’m available or on a break
    • Making myself available on specific channels and/or queues only
    • Viewing the status of other agents and queues
  • Recent activity
    • Recent activity summary
    • Viewing detailed statistics
    • Viewing summary information for queues in my group(s)

Handling Calls

  • Inbound Calls
    • Answering a call
    • Having calls delivered to me automatically
    • Pick up a call that is ringing on another agent’s phone
  • Outbound Calls
    • Calling from the Outbound panel
    • Calling from the Quick Dial panel
    • Calling from your saved contacts
    • Calling from your recent calls list
  • Call Management
    • What I can see on my screen when I’m on a call
    • Using the call control buttons
    • Tasks to complete when your call ends
    • Recording a call
    • Transferring a call to a third party
    • Viewing recent calls
    • Receiving desktop notifications
    • Agent Scripts for calls

Handling Emails

  • Logging into your email server
  • Handling emails
  • Responding to an email
  • Sending an ad-hoc email
  • Activating an email
  • Forwarding an email
  • Parking an email
  • Classifying an email
  • Inserting text blocks
  • Selecting email attachments
  • Viewing and taking pending emails from queues
  • Deciding which queue’s items to take first
  • Returning or transferring an item to a queue
  • Viewing the history of an email
  • Viewing the activity timeline of an email

Handling SMS Messages

  • Sending an SMS message
  • Sending SMS messages during webchats

Handling Webchats

  • Introduction to Webchat
  • Using Webchat
  • Using Webchat Templates
  • Activating and Parking a Webchat
  • Transferring Webchats
  • Classify and Wrap-up a Webchat
  • Sharing Chat History with a Customer
  • Webchat
    • Handling webchats
    • Responding to a webchat
    • Activate a webchat
    • Sending a chat history to the webclient
    • Flagging a webchat as abusive
    • Returning or transferring an item to a queue
    • Viewing pending webchats and taking webchats from queue(s)
    • Deciding which queue’s items to take first
    • Contacting a customer via the current chat session
    • Pausing a webchat
    • Using the chat control buttons
    • Extending or ending my wrapup time
    • Inserting a template
    • Classifying a webchat

Handling Payments

  • Managing Live Payments
  • Taking, sending or refunding a payment
  • Taking pending payment transactions from queues
  • Viewing payment transactions

Scheduled calls

  • Scheduled calls
  • Scheduling a callback for the current call
  • Scheduling a callback between calls
  • Viewing and changing times for scheduled callbacks
  • Making a scheduled callback

Contacts

  • Confirming a customer’s contact record
  • Managing contacts
  • Viewing a customer’s contact history
  • Contacting a customer by email or social media
  • Updating a customer’s details
  • Looking up a customer’s contact record
  • Creating a new contact record

Third-party CRM Platforms

  • Third-party CRM platforms overview
  • Using the Contact softphone within Salesforce
  • Using the Contact softphone within MS Dynamics
  • Using the Contact softphone within Zendesk
  • CRM Troubleshooting
  • Care Connect
    • Care Connect introduction
    • Making outbound calls to patients
    • Receiving patient’s calls
    • Searching for patient’s details
  • ConConnect
    • Logging into ConConnect
    • Making an Outbound call using ConConnect

Troubleshooting

  • Capturing intermittent faults using Bug Tracking
  • Troubleshooting issues with receiving calls
  • Checks to resolve issues with WebRTC
  • Diagnosing Call Quality Issues with WebRTC Diagnostics
  • Home
  • Docs
  • Handling Webchats
  • Classify and Wrap-up a Webchat
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Classify and Wrap-up a Webchat

Webchat classification is used to record the topic or reason for a customer’s webchat. It plays an important role in helping supervisors and administrators understand why customers are getting in touch and identify trends across webchat interactions.

Accurately classifying webchats ensures reporting is reliable and supports better decision‑making around staffing, training, and customer communications.

Classify a Webchat #

Webchats can be classified either during the conversation or during the wrap‑up period once the chat has ended. Depending on how your system has been set up you will either select an appropriate classification from a dropdown list or be able to enter a manual classification into a free text box.

Once you have responded to the webchat, the classification and any additional text are displayed in the customer’s Contact History.

Wrap-up a Webchat #

Once the webchat you are working on has ended your status will automatically update from Handing a chat to Wrap-up. Depending on what has been configured by your company administrator you will see a countdown displayed letting you know how long you have to complete the wrap-up. Once the time has ran out your status will change to Available and you will be able to receive new customer communications.

If required you can extend the wrap-up time or end the wrap-up period early. The number of times that you can extend your wrap-up period is displayed within the icon.

  • Increase Wrap up time
  • Complete Wrap up
The example icon here shows that you have three opportunities to extend the wrap-up. When you have no more opportunities left to increase your wrap-up time, the icon is greyed out.

Flagging a Webchat as Abusive #

In the unfortunate circumstance that you experience abuse whilst working on a Webchat, you can flag this either during the chat or wrap-up period. Flagging a chat as abusive will add a note in the contact history details.

How did you find this training?
Transferring WebchatsSharing Chat History with a Customer
Table of Contents
  • Classify a Webchat
  • Wrap-up a Webchat
  • Flagging a Webchat as Abusive

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