Monitor Chat Enquiry and Take Action
CINNOX lets you enhance the experience of visitors, customers, and fellow staff members by monitoring chat enquiries. It allows the staff member to be added to the Enquiry Room to supervise, train or support the agents handling the enquiry with access to the Enquiry Room. The feature provides flexibility to the staff member, who can join a 1-to-1 chat, a 1-to-1 call or a conference call to assist the current agent in handling the enquiry or even take over the entire enquiry.
The availability of the feature depends on your subscription plan. Please check our Pricing Plan for more details.
Only the staff member with an administrator, a supervisor role or any role with permission to monitor, join and take over the enquiry can monitor, join and take over the enquiry.
Monitors an enquiry
- Navigate to Enquiry Overview > One of the enquiries that must be monitored in the Handling column.
![the enquiry to be monitored (monitor chat enquiry and take action).jpg 2499](https://files.readme.io/29b0f18-the_enquiry_to_be_monitored_monitor_chat_enquiry_and_take_action.jpg)
Click on an enquiry you have to monitor
- You reach the enquiry room where the other agent is handling the enquiry. You can stay in the enquiry room to monitor the process of handling the enquiry or take further action by clicking on Join, Take over, Go to Chat Room or Proceed on the monitor panel.
![monitor the enquiry (join or Take over).jpg 1646](https://files.readme.io/f4df953-monitor_the_enquiry_join_or_Take_over.jpg)
Enter the chatroom for monitoring
Notices
The monitor panel provides four options for the staff member:
- Join: Participate in an enquiry the other agent is currently handling. After joining the enquiries, they are still not the enquiries' owners. At least three parties will be present in the enquiry room after a staff member joins the enquiry room.
- Take over: Take charge of the enquiry currently being handled by the other agent. Then the staff member who takes over the enquiry becomes the Owner of this enquiry and gains the owner's right.
- Go to Chat Room: For a staff member, join the Enquiry room to enter the enquiry room.
- Proceed: For the staff member already taking over the Enquiry room to continue handling the enquiry.
Joins the enquiry conversation
- Click on the enquiry being handled in the Enquiry Overview page.
![select enquiry to be handled (join the enquiry)(monitor enquiry).jpg 1828](https://files.readme.io/2e2a801-select_enquiry_to_be_handled_join_the_enquirymonitor_enquiry.jpg)
Press the required enquiry to be monitored
- Click on Join on the monitor panel.
![click on join the enquiry (monitor enquiry).jpg 1855](https://files.readme.io/911d7bb-click_on_join_the_enquiry_monitor_enquiry.jpg)
Click on Join
- Click on OK.
![click on OK to join the enquiry (monitor the enquiry).jpg 1836](https://files.readme.io/e22ee4e-click_on_OK_to_join_the_enquiry_monitor_the_enquiry.jpg)
Click on OK
- The toast message will appear to indicate that you have joined the chat.
![pop-up message (join the enquiry)(monitor the enquiry room)(v3.6.0).jpg 1438](https://files.readme.io/099659a-pop-up_message_join_the_enquirymonitor_the_enquiry_roomv3.6.0.jpg)
Toast Message
After joining the chat, press the joined enquiry to be taken over in the handling column on the Enquiry Overview page.
- Click on Take over on the monitor panel.
![take over the enquiry (monitor enquiry).jpg 1857](https://files.readme.io/95ad03b-take_over_the_enquiry_monitor_enquiry.jpg)
Click on Take over
- Click on OK to confirm you want to take over the enquiry.
![click on OK to confirm you take over the enquiry (monitor enquiry).jpg 1852](https://files.readme.io/ca494e9-click_on_OK_to_confirm_you_take_over_the_enquiry_monitor_enquiry.jpg)
Click on OK
- The toast message indicates that you have taken over the enquiry.
![toast message indicating you take over the enquiry (monitor enquiry).jpg 1441](https://files.readme.io/8af1967-toast_message_indicating_you_take_over_the_enquiry_monitor_enquiry.jpg)
You have taken over the enquiry
- If you do not decide to take over the enquiry, click on Go to Chat Room first.
![go to chat room (monitor enquiry).jpg 1851](https://files.readme.io/94d45d7-go_to_chat_room_monitor_enquiry.jpg)
Click on Go to Chat Room
- After entering the chat room, you can click More (...) and Take over to take over the enquiry if required.
![take over from More (monitor enquiry).jpg 1854](https://files.readme.io/5b2717a-take_over_from_More_monitor_enquiry.jpg)
Take Over the enquiry
Takes over the enquiry
Agent-handled enquiry
- Click on the enquiry being handled in the Enquiry Overview page.
![press the enquiry (take over the enquiry)(monitor the enquiry).jpg 1861](https://files.readme.io/e00327a-press_the_enquiry_take_over_the_enquirymonitor_the_enquiry.jpg)
Click on the enquiry you are required to take over
- Click on Take over and Confirm to confirm you want to take over the enquiry. The toast message indicates that you have taken over the enquiry.
![take over the enquiry(without joining the enquiry) (monitor enquiry).jpg 1855](https://files.readme.io/ff94580-take_over_the_enquirywithout_joining_the_enquiry_monitor_enquiry.jpg)
Click on Take over
Chatbot-handled enquiry
- Click on the enquiry being handled by the chatbot that you will take over on the Enquiry Overview page.
![](https://files.readme.io/1065017-Click_on_the_enquiry_being_handled_by_the_chatbot_Monitor_Chat_EnquiryCXDBv4.2.jpg)
- Click on Take over and Confirm to confirm you want to take over the enquiry. The toast message indicates that you have taken over the enquiry.
![Click on Take over](https://files.readme.io/d55e79e-Monitor_and_takeover_the_bot-handled_enquiry_Monitor_Chat_EnquiryCXDBv4.2.jpg)
Click on Take over
Important
- Any staff member cannot join and take over the ongoing 1-to-1 call and the conference call.
- When the staff member joins or takes over the enquiry, the agent will be notified of the toast message with the system message indicating the staff member has joined or taken over the enquiry.
Updated 8 months ago