Following up on a missed chat

If a customer starts a chat, then clicks End Chat before an agent has sent them an initial reply, the chat will appear as a Missed Chat in Breadstack.

Finding missed chats

You can view all missed chats by navigating to Service > Live Chat and toggling the ribbon to Missed.

Alternatively, if you would like to search in a more targeted way, go to Service > Chat Records and scroll down to the Missed list. Use the filters at the top of the page to set the time frame, department, customer type, and other criteria for your search.

From either screen, you can click on a missed chat to view:

• The chat window with the customer's initial message (if your channel has departments, this will show their department selection);
• The customer information panel. The level of detail you see here will depend on whether the customer is registered or a new or returning guest.

Here's an example of a missed chat screen from a Returning customer. The middle panel shows the chat, and the right-hand panel contains customer details.

Following up on missed chats

If you see a missed chat, consider following up by email. The customer's email address appears in the customer information panel, directly under the customer's name.

Note that you cannot send an email directly from Breadstack; you will need to use your store's email platform to send and receive emails.

If you email the customer, you can continue tracking the interaction in Breadstack by updating the customer's Customer Notes log. This way, if you or your teammates chat with this customer again in the future, everyone will know the outcome of the missed chat.

If you cannot take any further action related to the missed chat, click Dismiss in the chat screen to remove the chat from the list.

 

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