PivotCX dynamically optimizes the size of the chat window depending on the screen size someone is using. Sometimes, however, some elements in the window can appear too big making it difficult to view the chat log.
If the delivery window or the message input area is getting too big and taking up the majority of the window, the best solution is to hit command+minus/control+minus to zoom out your browser which will resize the window to make the chat visible. Hitting command+plus/control+plus will zoom back in and command+0/control+0 will reset the zoom to default. Zoom settings are also available in most browsers' settings.
This allows you to see quick details about the contact you're currently chatting with and yourself: this includes your names, the contact's email, phone number, and place of residency, and the team you're currently in. How to Use In the Chat section, ...
Templates are shortcuts you can create and use to turn into expanded texts. This reduces the need to type a lengthy or frequently-used sentence constantly. Furthermore, you can create new templates to suit your needs. Templates Video Tutorial Here's ...
The deliver command is used to send a candidate or contact to another user or team and to wrap up a conversation. When you do a delivery, we record statuses for the conversation which enables us to report on conversation outcomes. You can deliver to: ...
Having the correct filters in a PivotCX chat allows Chat Agents, Hiring Managers, and Recruiters to work more efficiently and minimizes the possibility of missed conversations. How to update Filters Once in the chat view, click the funnel icon to ...
PivotCX Chat Command: ^transcript Downloads a text file transcript of a conversation. Transcript files are perfect for attaching a conversation to an email or importing into documents. The ^transcript command lets you download the transcript of a ...