Respond to a WhatsApp conversation

When a WhatsApp conversation is assigned to you, the contact request popover displays the Customer Name, Customer Phone Number, Source Number, Queue Name, and Accept button. The timer indicates the time that has elapsed since you received the WhatsApp conversation.

Before you begin

You must be in the Available state to receive requests. If you are in the RONA state, you must manually change your state from RONA to Available.

1

Click Accept in the request.

The request opens a compose box, and an interaction pane is displayed.


 

Customer messages are represented by a gray bubble with the customer's initials. Agent messages are represented by a solid blue bubble.

2

Enter your response in the compose box.


 

The compose box supports a maximum of 4096 characters.

3

Click Send or press Enter on your keyboard.

Transfer a WhatsApp conversation

If you can’t resolve a customer’s issue and want to escalate the WhatsApp request, you can transfer the chat request to a different agent or queue.

1

During the WhatsApp conversation, click Transfer.

The Transfer Request dialog box appears.

2

Choose one of the following:

  • Queue—Select a queue from the drop-down list, or use the search field to filter the list. The drop-down list displays the queues that are available.
  • Agent—Select an agent from the drop-down list, or use the search field to filter the list. The drop-down list displays the names of available agents.
3

(Optional) Click to retrieve the most recent list of queues and agents.

4

Click Transfer.


 

If the agent doesn't accept the chat request, the request is dropped.

The transfer request is initiated and the Wrap Up Reasons dialog box appears. For steps on how to apply a wrap-up reason, see Apply a wrap-up reason.

Add an agent to a WhatsApp conversation

1

During a WhatsApp conversation, click Conference.

The Conference Request dialog box appears.
2

Choose one of the following:

  • Queue—Select a queue from the drop-down list, or use the search field to filter the list. The drop-down list displays the queues that are available.
  • Agent—Select an agent from the drop-down list, or use the search field to filter the list. The drop-down list displays the names of available agents.
3

Click Conference.

When the conference chat request is accepted, the interaction control pane changes the state from Conference Requested to Conference. A message displays that an agent has joined the chat.

4

When ready to end the chat, click End Conference.

The Wrap Up Reasons dialog box appears. For steps on how to apply a wrap-up reason, see Apply a wrap-up reason.

End a WhatsApp conversation

After you've helped your customer, make sure they confirm that they're ready to end the conversation.

1

In the active WhatsApp conversation, click End.

The Wrap Up Reasons dialog box appears.

2

Select a wrap-up reason from the drop-down list or use the search field to filter the list.

3

Click Submit Wrap Up.