Actions
^Read (Smart Queue)
To make marking conversations as “read” easier. We’ve enabled users to mark a conversation as “read” in the Smart Queue. The Smart Queue is the left-hand panel in the Chat Window. This feature allows you to select a conversation as read without ...
Chat Command: ^opt-in and ^opt-out
Users can manually opt contacts out of a conversation as well as opt them back in if they were mistakenly opted out. Opting out a contact is useful when the contact does not want to receive messages but fails to send the necessary "Stop" message ...
Chat Command: ^open
Users can close conversations manually or conversations can close after a predetermined time of inactivity has passed after a response time. If a conversation is closed, the application status cannot be updated. However, even if a conversation has ...
Chat Command: ^claim
PivotCX Chat Command: ^claim Claim a conversation. This means that a conversation will be under your name and picture icon and will also notify others in the conversation that you have claimed it. How to Use Type ^claim in the chat window followed by ...
Chat Command: ^close
PivotCX Chat Command: ^close Close a conversation. This means that a conversation will no longer appear on the left-hand panel. How to Use Type ^close in the chat window followed by the spacebar. This will allow the conversation to immediately close.
Chat Command: ^unassign
PivotCX Chat Command: ^unassign Make a conversation unassigned. This will unassign all of the people who were originally assigned to the conversation. How To Use Type ^unassign in the chat window followed by the spacebar. A green box will appear ...
Chat Command: ^read
PivotCX Chat Command: ^read Mark a conversation as read. This will prompt the red dot on a conversation to go away. How to Use Type ^read in the chat window followed by the spacebar. A green box will appear displaying, "Marked read by [name]," with ...
Chat Command: ^assign
Assign a team member or yourself to a conversation. This helps organize conversations and designate them to the corresponding team member(s). You can only assign conversations to a team member. If you would like to have someone outside your team be ...
Chat Command: ^deliver
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: ...
Chat Command: ^note
PivotCX Chat Command: ^note Create a note that only chat agents and recruiters can see. You're able to type anything in the Note section. How To Use Type ^note in the chat window followed by the spacebar. Then, type whatever note you would like to ...
Chat Command: ^at
PivotCX Chat Command: ^at Send a message at a specific time and time zone. This can be utilized when a contact asks to talk at a later date or time. Also, it can be used to follow up on a contact. How To Use Type ^at in the chat window, followed by ...
Chat Command: ^stat
PivotCX Chat Command: ^stat Show the stats for a conversation. The Stats pop-up shows key metrics for the conversation that can be viewed for working hours, or based on a 24-hour clock. How To Use Type ^stat in the chat window followed by the ...
Chat Command: ^invite
Invite someone to a conversation by email. This will allow someone to see the live conversation and have the ability to interact as well. How to Use Type ^invite in the chat window followed by the spacebar. After the Invite window appears, select an ...
Chat Command: ^upload
Copy a one-use file upload link to your clipboard. The link then directs you to a page where you're able to upload a file. You can upload transcripts, certifications, or other documents that are 10MB maximum. If you need to upload more than one file, ...
Chat Command: ^transcript
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 ...