Course curriculum

  • 1

    Introduction

    • Chat Features Overview
  • 2

    Setting Chat up

    • How to turn Chat on/off for everybody

    • How to override default Chat settings for a company

    • How to override default Chat settings for a contact

    • How to set up out-of-office hours
  • 3

    Using Chat from the Tech Portal

    • How to use the Chat panel in Tech Portal

    • Resume a chat, close a chat, add a time entry