Powerful Heading underline web chat reporting & operational management

For SME & Enterprise organisations

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Live Chat and AI Chatbot reporting tailored for customer experience experts

Optimise every aspect of your live chat with in-depth reporting and insights.

Uptake

Analyse online/offline button usage and web chat abandonment rates to optimise clicks, increase chat engagement, and improve chat resolution.

Contact resolutions

Understand types of enquiries faster using end-chat categorisation, chat duration and response timings to understand types of questions being asked and improve resolution times.

Visitor sentiment

Capture valuable visitor feedback during and after chats for a complete view of the chat's effectiveness and measured KPIs. Use ready-made templates, design your own, or integrate with 3rd party survey providers.

Team performance

Monitor agent availability and productivity with detailed metrics on handled volume, response times, engagement levels, and more to improve team performance.

Queue analysis

Assess chat queues to identify bottlenecks and implement effective strategies to reduce waiting times and enhance the customer experience.

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Chat powerhouse

Powerful solutions to measure live chat and Chatbot performance & unlock your data

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Flexible

Instantly view, save, and download reports. Customise reports by adding additional recipients and applying filters. Access data insights by the hour, day, week, or month to meet your needs.

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Scheduled reports for live chat performance, with options for automatic data export and reporting

Scheduled

Streamline your workflow by scheduling essential reports to be delivered directly to your inbox. Set daily, weekly, or monthly intervals, with automatic distribution to key stakeholders.

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Interactive

Explore interactive reports to uncover insights that can optimise visitor experience and enhance agent performance.

Custom-built live chat reports allowing tailored live chat metrics and reporting features for performance analysis

Bespoke

We can provide customised bespoke reports that seamlessly integrates your data into a format tailored to your business.

Using an API to extract additional live chat metrics and data beyond reporting limits

API Data Extraction

Integrate your chat data with any system. Our API provides a secure mechanism for complete data extraction and flexibility.

Wallboard display

Visualise your real-time data with a dynamic wallboard display

Track real-time statistics to oversee chat performance KPIs, enabling swift supervisory actions and streamlined workflow management. Easily monitor agent availability across teams with an at-a-glance view of login status and activity.

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Customise the Wallboard to reflect your corporate branding and display only the most critical information, making it a powerful tool for optimising operational oversight.

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Management information is key

Live Chat team management that makes a real difference

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Agent status management

Toggle agents between available, unavailable, or offline. Understand which agents are at capacity and manage resources.

Centralised dashboard

Access live reports and insights within the dashboard giving you access to key information at a glance.

Productivity tracking

View and manage agent statuses to effectively monitor and track agent productivity in real-time.

Training room

Utilise the training room to upskill agents or make agent-to-agent handovers easy, providing context and advice on a case-by-case basis.

Stealth monitoring

Allow managers and team leaders to view chats conversations in real-time and monitor performance discreetly for an enhanced oversight.

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Find out more red heading underline

Our experts can offer advice and consultation. Book a free, no obligation online demonstration, providing a personalised walkthrough of the web chat software.

Stay in control with real-time agent oversight

The Management Control Panel gives admins complete visibility and control over agent activity. Admins can monitor the real-time availability of logged-in users, track current chat loads, and adjust chat limits as needed. They can also override agent statuses, view assigned routing groups and ensure smooth management during high-traffic periods.

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High volume chat management

Intelligent live chat routing & smart queuing

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Smart visitor routing

Easily direct enquiries with our intelligent routing system. Automatically distribute chats using round-robin for balanced allocation or allow visitors to select their preferred department via a pre-chat form. Our advanced Chat Distribution System (CDS) lets you customise how agents are alerted and assigned to incoming chats.

Also set department availability by time or day, with overflow options for after-hours coverage.

Live chat queue management showing how customer chats are prioritised and routed to agents

Smart queuing

Efficiently manage high volumes of enquiries with our intelligent queuing system.

Monitor queue length in real-time and set automated messages with queue position updates.

Cap queue sizes, and define maximum chat limits to prevent agent overload.

Flexible configuration & customisation

The key to successful web chat implementation

Pre-chat strategies let you personalise conversations, set context, and capture vital data. Visitors can pick their department, chat with Coni (our rules-based chatbot), or use dynamic buttons for a customised journey based on their responses.

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Customise flows for seamless online & offline journeys

Fully customise every aspect of the visitor journey – from pre-chat to chat-end. Choose from a range of button designs or upload your own, control which pages display them, set specific email recipients for offline messages or survey responses, personalise welcome messages, and select the forms and surveys that best suit your needs.

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Chat window customisation options in live chat management
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Complete design freedom to perfectly align with your brand

Manage every aspect of your live chat window’s design, functionality, and data collection with complete control over HTML, CSS, and JavaScript. This flexibility allows each element to align perfectly with your corporate branding and meets your unique data needs.

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Cutting-edge features for streamlined communication

Effortlessly set predefined replies, organise web chat categories, create automatic navigation URLs, block specific visitors, and customise agent unavailability messages. Take complete control of your branding in emails sent to visitors who request chat transcript copies – and much more

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Secure agent management & custom permissions for total control

Consider optional Single Sign-On (Azure) and two-factor authentication (2FA) for added security. Manage access through login restrictions, IP whitelisting, and automatic logoff.

Organise agents by security and access needs, assigning over 20 permissions for features like viewing, deleting, and handling chats.

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Security and compliance is our priority

With over 20 years at the forefront of UK live chat and customer experience technologies, we offer a fully UK-based design, development, and support team and ensure that your data remains securely within the UK.

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Security

Single Sign-On (SSO): Available on prem and Azure Two Factor Authentication (2FA) Access lockdown by IP Address Auto log-off Proud to provide WCAG 2.2 Accessibility standards Find out more
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Compliance

ISO27001:2022 Accreditation GDPR Compliant Data encrypted: Both in transit and at rest On-demand full account audit reports Ability to complete InfoSec questionnaires Find out more
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OVER 20 Years Experience

Providing Chat Solutions since 2004

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99.99% Service Uptime

Offering a resilient & reliable service to all our customers

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UK Based Regional Location

Your data resides in & will never leave the UK

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100% UK Based Staff

We can be reached via Chat, Phone & Email

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99% UK Clients

Focussed on needs of UK industries and organisations

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OVER 20 Years Experience

Providing Chat Solutions since 2004

Timer icon
99.99% Service Uptime

Offering a resilient & reliable service to all our customers

Earth pinned to UK icon
UK Based Regional Location

Your data resides in & will never leave the UK

live chat agent icon
100% UK Based Staff

We can be reached via Chat, Phone & Email

Big ben icon
99% UK Clients

Focussed on needs of UK industries and organisations

Integrations and secure APIs

with Microsoft Dynamic 365 and Salesforce

Effortlessly integrate Click4Assistance with your CRM system. Our ready-made integrations support top providers like Salesforce and Microsoft Dynamics 365.

Our secure API enables custom integrations for tailored solutions, allowing you to transfer and utilise chat data in any system.

Find out more
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Salesforce for CRM integration with live chat management and web chat systems Storing customer data in Salesforce for improved live chat management and customer insights Drop shadow
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One powerful chat hub

Increase chats with Omnichannel

Broaden your reach and engage visitors across social and chat platforms like Facebook, WhatsApp, and SMS.

From the dashboard, easily manage messaging and video calls through live chat or Click2Call, and even host live events for your community using Meeting Rooms.

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WhatsApp, Facebook Messenger & SMS

We integrate with Facebook, WhatsApp and SMS. All inbound communication to these channels is handled directly within the Click4Assistance dashboard.

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Click2Call

Instantly connect via Click2Call with one click from any device, anywhere in the world.

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Meeting Rooms

Agents can host and moderate discussions with multiple participants in a single chat window.

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Video Chat

Build authentic connections with your visitors through video and voice calls.

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Advanced functionality and integrations

Take your live chat system to the next level

Connect data sources and give agents a complete visitor overview

When visitors are logged into your site or portal, pass their data directly into the chat, providing agent’s with key information and insights needed for effective resolution.

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For example:

  • Contact info (full name, email, phone number)
  • Account info (account number, balance, key account)
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One chat window, limitless possibilities

Personalise every interaction based on visitor input. Direct them to alternative contact options, gather additional information, or initiate a chat with a clear understanding of their needs.

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Easily integrate third party solutions into the live chat window using tags or scripts. Examples could include:

Tracking user behaviour

Implement tracking scripts from tools like Google Tag Manager to monitor visitor behaviour within the chat, enabling insights, page transitions, and more.

Personalisation

Use third-party APIs to pull in customer-specific data, such as weather conditions in their location, and tailor chat responses based on external factors.

CRM integration

Automatically send chat details to your CRM system, such as Salesforce or D365, enabling complete correspondence of all chat conversations that took place.

Automated workflows

Set up scripts to trigger automated emails or notifications based on chat outcomes or visitor actions, like sending a follow-up message after a support chat concludes.

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Visitors

What your website visitors see and use.

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Chatbots & AI Chatbots

Learn how Chatbots & AI can help you engage with your audience.

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Agents

What your agents see and use.

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