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Converge

How to login in Converge app?

Follow below steps for login in Converge app:  Download the Converge app from Play Store or App...

How to re-assign chat to other user?

In case an RM is on  leave or unbale to reply to a customer's message, Converge allows him to ass...

How to create tags & add them to chat threads?

Tags can be helpful in reminding of things or as an identifier for a particular chat thread. Fol...

How to view chat threads based on filters?

Chat filters are helpful in identifying chats on the basis of platforms. As multiple Customers ar...

How to initiate voice call in converge ?

From converge app, Rm can voice call to customer for better communication experience for customer...

How to create templates for quick response?

Templates can be created for converge for better and quicker response to customers. Let' s learn...

How to invite new customer from converge ?

RMs can initiate a conversation with the customer by using invite user feature by following these...

How to define TAT for escalation of cases?

Converge has SLA system in which we can define a certain TAT based on which the manager will get ...

How to view customer profile in Converge?

RM can view customer profile in Converge with details like customer name, contact details, histor...

How to add private notes in converge ?

Converge facilitates managers/ Supervisors to see chat between the reporters and their respective...

How the manager can view Dashboards for the mapped RMs?

Manager can view the performance of his team members  in converge app through chat Dashboards. T...

How to use templates for quick response ?

To use templates in Converge, follow these steps: Open Converge app. Go to any customer ...

How the manager can view the chats of the RMs and the customers ?

Manager as a supervisor can view and monitor the chats between the RM and Customers.  RM can add ...

How to view media/docs share in message thread ?

To view all the media files/ documents shared in Converge with a customer can be viewed under Cus...

How to share FAQs in Converge?

FAQs can be used as reference material by RMs or can be shared to customers or other RMs as well....

How to change customer mapping in converge ?

In case of new RMs to be mapped with existing customers, we can easily change the customer mappin...

How to update customer profile in the CRM?

RMs can update customer profile information from converge app. Follow these steps to do so: ...

Medi/ File Sharing

How to set reminder via Converge?

Users can set reminders in Converge app for a meeting with a customer. Very easy to use and quick...

How to bulk assign chats in converge app?

Now Converege users can assign multiple chat to the user in a single click by following below ste...

How to bulk resolve chats in converge app?

Users can easily resolved multiple chats in less time by using converge app.There are some steps ...