Web Operations Manual

6:15 AM: One of the best customer service programs that you can use, (in my opinion) is Human Click. If you don't have this on your website already, you'll definitely want to check into this by visiting http://www.humanclick.com

At the time I am writing this, they offer three versions.

  • Free Version
  • Human Click Express
  • Human Click Pro

We use Human Click Pro, because we like to save copies of our chat transcripts, but you may be able to get by with their FREE version. It really depends on how much traffic you receive, and how busy you are. The Pro version allows you to use advanced options, such as Canned Responses, and the ability to push pages. Either way, definitely choose one of them, unless of course you're already using another similar service, such as http://www.LiveHelper.com or http://www.itotel.com

I've never used ITotel.com, so I can't vouch for their services, but I've used LiveHelper, and it's pretty good, especially since it allows you to take remote control of a customer computer.

The "remote control" is a great benefit, especially for persistent login problems, or order form problems. The remote control feature lets you "see" what the customer sees, and when you move your mouse on your system, it moves on the customers computer. That allows you to login for them, or complete the order form, while they watch. It runs off of Active X, so the customer must have that enabled, however, the majority of new browsers have that as a default feature, so they won't have to fiddle around with their settings.

Ideally, you can use both Human Click, and Live Helper. A good idea would be to use Human Click for general chats, and embed the Live Helper code into a "Troubleshooting" page, so if the customer needs it, you can push that page onto their browsers in Human Click, then get them to click the Live Helper icon, and go from there.

The remote control feature does require a few minutes to load, even on a cable modem, however, it's really worth it in my opinion. If the customer gets worried that their mouse is moving, without their touching it, or panics in any manner (since you can access ANYTHING that resides on the desktop) they can close the window, at anytime.

Assuming that you've got at least the free version of Human Click on your system, turn it on, providing you are ready to respond to any chat requests that may arrive immediately.

Once Human Click has been activated, the ideal thing to do is to sort the visitors, so that any "in site" visitors will appear at the top of the Operator Window.

Without sorting, this is a small screen shot of how it would look, which is obviously somewhat disorganized:

You can see above, that the "In Site" visitors (which are the important ones!) are mixed in with the "Out of Site" visitors, who can't possibly request assistance from you.

You want to click on the "STATE" button, and sort them, starting with ALL the "In Site" visitors, like this:

That way, if anyone requests a chat with you, you won't have to scroll through the many visitor's, in search of the person who needs help. You don't want to keep them waiting, so sorting as mentioned above allows you to have a view like this:

The person needing help is right there at the top.

For the most part, you probably won't receive any Human Click messages immediately upon going online, therefore you can move the window to your system tray, and continue on with other things. If anyone requests a chat, a window will appear on your screen, asking you to accept the chat. Of course you accept the chat IMMEDIATELY upon seeing the request window, to avoid the customer experiencing any sort of delay.

Depending on your internet connection, and whether or not you are the primary registered user of Human Click or simply an extra operator, there may be a delay in the time the customer requests the chat, and the time the request box appears on your screen, so always accept the chat immediately, before the customers leaves the site thinking no one was there to accept.

If you need to leave your computer for a few minutes, you can choose "Back in Five Minutes" from the operator window, like this:

When you return back to your computer, don't forget to change it back to "ONLINE" mode. If anyone requests a chat while you are gone for five minutes, the request box will appear on your screen, and it won't default to email like it does if you go offline.