December 02, 2024 | 1252 view(s) | 3 people thought this was helpful
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In this article
Reply to an email conversation
Transfer an email conversation
Manage email conversations
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Email channel enables customers to send email messages with tables, embedded links, and attachments.
Reply to an email conversation
Once an email conversation is assigned to you, the request pop over displays the customer name, email, and queue name. The timer indicates the time that has elapsed since you received the email conversation.
You receive a sound notification for new messages (on an existing conversation) on the Agent Desktop.
If you receive a new email while replying.
A banner message appears above the Email widget that says, View all messages to take further action. The new emails appear in blue at the top of the thread. Once you view all the messages of this thread, the blue highlight and the banner message disappears.
A banner message below the Email composer says that You are not responding to the latest email in this conversation. The banner disappears when you respond to the same thread or move to another message thread.
When an administrator deletes an asset, the application interrupts the conversation and displays an alert message on the Agent Desktop. The application won’t allow you to continue the conversation, so you must end it.
Before you begin
You must be in the Available state to receive requests. If you’re in the RONA state, change your state from RONA to Available.
1
Click Accept in the request.
The request opens in the compose box, and displays an interaction pane.
2
Click to view the email body and the following options:
Reply—Select this option to respond to the sender only. When you Reply to an email, the To and Subject fields get autopopulated and you can’t edit them.
Reply All—Select this option to respond to all recipients. When you Reply All to an email, the To and Subject fields autopopulate and you can’t edit them. The Cc field gets prepopulated with the original Cc of that email.
You can select Bcc to add email IDs in the Bcc field. You can add or remove email IDs in the Cc and Bcc fields. If needed, you can also hide them by selecting the Hide option.
Forward—Select this option to send it to a new recipient. When you Forward an email, the Subject field autopopulates. You can add or remove email IDs in the To, Cc, and Bcc fields.
3
(Optional) Click Cc and Bcc to send a carbon copy and blind carbon copy of the email to more recipients.
You can't reply to an email address configured as an asset.
When you Reply to or Forward an email conversation, the application loads the entire email thread in the composer, separated by a line. The line serves to distinguish the original email from your response or forward.
You have the flexibility to edit the contextual history of the email thread and apply rich formatting styles available for the widget as needed.
The application adds the prefix with either RE: (for a reply) or FW: (for a forward), depending on the action you perform. These prefixes indicate the nature of the email.
When an email contains a prefix, the application retains it and avoids adding duplicate prefixes to the subject.
4
Compose the email in the email body.
When you compose a message but don't send it, the application saves it as a draft. You can easily access these drafts from the composer.
Moreover, when you transfer a conversation with a draft, all agents involved can access and review any saved drafts from the previous conversation.
If the administrator enables Mask customer sensitive data on Agent Desktop User Interface (UI) setting for the Desktop application, then the application masks Payment Card Industry (PCI) data such as Credit Card, International Bank Account, and Social Security Numbers from the conversation.
Moreover, the application masks Personal Identifiable Information (PII) - Email IDs and Mobile Numbers on the Agent Desktop.
The maximum character limit for an email is 500k which includes both the previous email thread and the current reply. If a draft email exceeds this limit, the application displays a warning message on the screen and disables the Send button until you rephrase the message.
Table 1. Example
Before masking
After masking
+ 1 (123) 456 7890
**********7890
+447966197542
*********7542
melissa@gmail.com
m******@gmail.com
Table 2. Sensitive data masking
Section
Fields covered
Task Pane
Title - Contact Origin - Inbound
Title - DNIS (Entry Point) - Outbound
Message Preview - Numbers, Email ID, Credit card, SSN, and International Bank Account details.
When you forward an email to other recipients, the widget loads the existing attached files by default. If any attachments drop, the desktop displays an alert to notify agents, as the application can't forward such attachments.
When you reply to an email, choose a template, and switch to another thread. The application saves the message as a draft.
When you visit the old conversation thread and choose a new template, the application retains both templates in the composer, with the latest on the top.
When you reply all to an email and choose an unlocked template, the application displays it in the composer. Selecting another unlocked template replaces the first one.
When you select a locked template while replying or forwarding an email, the application locks the entire email thread. It prevents you from editing the historical thread and the reply. The application returns to regular behavior when you switch to an unlocked template.
If an email is misclassified or you can’t resolve a customer’s question and want to escalate the email request, you can transfer the email request to another queue.
Before you begin
You must accept the request before you can transfer it.
1
Click Transfer.
The Transfer Request dialog box appears.
2
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 to transfer the email request.
You can't transfer an email to a specific agent or supervisor.
3
Click Transfer.
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.
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to view the email body and the following options:
