I’ve designed start-up chat support for banks, libraries, consulting companies, medical practices, and contact centers. When I set up a chat platform for my clients, I have two goals. First, I want to deliver a fast and complete support experience. Meaning, I want to answer the customer’s questions and solve any issues. And second, I want zero customer frustration. That means, customers shouldn’t have to escalate to get help, they shouldn’t have to move to a call or email, and delays should be minimal.
Here are four things I insist upon when I implement a chat support channel with my customers.
1. Screen Recordings and Screenshots
When an eLearning customer reaches out to my team for help over chat, we’ll go into the client’s customized portal to see what they see. Then, we’ll do quick screenshots or screen recordings to walk them through the steps to solve their issues.
When one of our customers needed to know why the Administrator’s dashboard looked significantly different from the user’s panel, we recorded a tutorial and sent it over chat.
customers love quick screen recordings. We don’t always add audio to these recordings. It’s usually enough just to send customers a link to watch the video instantly.
2. Check for Understanding
I tell my team never to assume they understand what the customer is saying and to instead, merely ask the customer what they mean. In our chats, check-ins read like this.