Creating a Chat Session from the Tech Portal

Tech members can create chat sessions for open tickets to chat with end users in real time. Chats may be opened by the tech only if the ticket has an online contact assigned.

This is known as a push-chat, where a chat session is created by the tech with a target user:

Note that you will only be able to send a push chat request if the user is Online. When there are actions (mouse/keyboard) on the window where the Client Portal is open, the user will be set to Online and can receive chats initiated by technicians.

If there is no activity on the client portal for 5 minutes, they will be automatically switched to Away. Once an end user closes the tab/window containing their open session, they will be set to Offline.

How did we do?

Viewing Chat History from the Tech Portal

Changing your Presence

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