Manage Customer Queries from External Messaging Channels

This topic describes how to manage the messaging sessions of customer queries on Linkus Mobile Client.

Requirements

PBX Server
Contact system administrator to make sure that PBX server meets the following requirements:
  • Version: 37.16.0.70 or later.
  • Plan: Enterprise Plan or Ultimate Plan
  • Messaging: At least one messaging channel is set up on PBX.
Linkus Mobile Client
Make sure that the version of your Linkus Mobile Client meets the following requirements:
  • Linkus iOS Client: Version 5.7.3 or later
  • Linkus Android Client: Version 5.7.4 or later

Pick up a messaging session

If you are an agent of a message queue, when the message queue receives inbound message(s) in a new session, you can see the message(s) and pick up the session from the queue.

  1. On Linkus Mobile Client, go to Chat > External Chat.
  2. In the messaging session, tap Pick Up at the top.

    There is a prompt indicating that you have picked up the session from the message queue; Only you can see the session and respond to messages in the session.

Transfer a messaging session

During a session, you can hand off a customer's issue to another colleague or a message queue by transferring the messaging session.

  1. On Linkus Mobile Client, go to Chat > External Chat.
  2. In an active messaging session, tap at the top-right corner.
  3. On the Chat Information page, tap Transfer.
  4. Search and select the colleague, then tap Confirm in the pop-up window.

    The messaging session is removed from your external chat list, and transferred to the colleague / message queue with whole chat history.

Initiate a voice call from a messaging session

You can initiate a voice call right from the messaging session to resolve a customer's issue if necessary.

Note: This operation requires the permission to make outbound calls. Contact the system administrator to check if you have the permission.

  1. On Linkus Mobile Client, go to Chat > External Chat.
  2. In a messaging session, tap at the top-right corner.

    Linkus Mobile Client quickly dials out the customer's number, and the call is sent through the PBX.

Add a customer to Contacts

You can add a customer to Contacts right from the messaging session.

  1. On Linkus Mobile Client, go to Chat > External Chat.
  2. In a messaging session, tap at the top-right corner.
  3. At the bottom of the Chat Information page, tap Add to Contacts.
  4. Add the customer to Contacts according to your needs.
    • To add the customer as a new contact, click New Contact in the pop-up window, and enter the customer's information.
    • To add the customer to an existing contact, click Add to Existing Contact in the pop-up window, select the contact and edit the information as needed.

View messaging session details

You can check the detailed information of a messaging session, including the message source channel, channel number, etc.

  1. On Linkus Mobile Client, go to Chat > External Chat.
  2. In a messaging session, tap at the top-right corner.

    The details of the messaging session is displayed in the Session Details section.

    Note: If the customer is an existing contact, you can also tap the customer to quickly access the contact's information.

Archive a messaging session

You can archive a messaging session if there is no response from the customer or you wish to refer back to the session later.

  1. On Linkus Mobile Client, go to Chat > External Chat.
  2. In the external chat list, touch and hold an active messaging session, then tap Archive.

    The messaging session is moved from Recent list to the Archived list.

    Note: To start the conversation again, you can directly send a message in the archived messaging session, the messaging session will be automatically unarchived and moved back to the Recent list.

End a messaging session

When you’re done helping a customer, you can end the messaging session.

  1. On Linkus Mobile Client, go to Chat > External Chat.
  2. In an active messaging session, tap at the top-right corner.
  3. On the Chat Information page, tap Close.
  4. In the pop-up window, click Confirm.

    The messaging session is closed and moved to the Archived list; You can NOT send messages on this session any more. Next time the customer sends messages, a new messaging session will be created.

Remove a messaging session

To remove a messaging session from the chat list, do as follows:

  1. On Linkus Mobile Client, go to Chat > External Chat.
  2. In the external chat list, touch and hold a messaging session, then tap Delete.

    The messaging session is removed from the chat list on all your Linkus clients.