Sales and Customer Service Agents have the ability to generate tasks (Service calls) directly from the guest chat interface in response to reported issues or special requests for item delivery.
To create a task, follow these steps:
Expand the side menu in the Guest Chat.
In the Reservation tab (default section), scroll down and click on the "+ NEW SC" button
Fill in the fields in the popup window
The listing will automatically be filled in with the current listing linked to the reservation.
Choose a catalog item (the topic/category of the task).
Add a description of the issue or request
Choose an assignee under "Select Contractor" or leave it blank.
You can adjust the priority if necessary.
Choose the relevant date; tasks are set for today by default.
If applicable, upload media files provided by the guest.
Click Save
Tasks can also be generated from the "Issues" section in the side menu.
Managing Tasks
To oversee and keep track of tasks, utilize the Calendar in Operations module OR "Issues" tab in the chat's side menu, where all tasks will be listed.
Operations Calendar:
Use the filters to narrow down and refine your results. Learn more about the Calendar
Issues Tab in the Chat's menu:
The status of the task will be displayed next to its catalog item.
To see the complete task, click on the task ID number.