Live Chat Learning: Understanding Your Business Inside Out

Dive deep into Live Chat Learning to understand your business inside out. Enhance customer engagement and satisfaction now!

Jon Tucker
CEO HelpFlow
Live Chat Learning: Understanding Your Business Inside Out

Live Chat Learning: Comprehensive (But Efficient) Knowledge Share

Relying solely on organic learning without structured training for your team is highly inefficient. This approach not only progresses slowly but also often results in gaps in knowledge and training for the team. Incorporating live chat learning into the training process can significantly improve efficiency and ensure comprehensive knowledge transfer.

It is possible to systematize much of the training process, and it all starts with the initial knowledge-share that you give to the team. Of course, we've refined this a lot over the years, but here are the basics that we've found to be critical to the success of new client training.

  • We have a detailed database of information that we need to know about each new client. For example, we have a large list of policy-related questions, product troubleshooting-related questions that apply to all types of products, and much more. We are constantly adding overtime to that list based on new client onboardings and the millions of chats we've conducted and reviewed over the years.
  • Typically, we find the answer for most of these questions is one of a few answers. Rather than expecting clients to answer each question individually, we make it incredibly easy within our onboarding system to provide answers rapidly. This makes the extensive knowledge share process very efficient.
  • For situations that are dynamic and require discussion, we discussed those on an onboarding call. This allows us to gather structured information quickly upfront while having more complex discussions through the onboarding call.

By structuring the initial knowledge-share process like this, we are able to gather a lot of information easily from the client, which then feeds into the knowledge base we create.

Create a Robust Knowledge Base

We gather a lot of information during the initial knowledge-share. However, it is very important to structure that information well so that it is accessible to the agents during training and while providing customer service.

Without a well-organized structure, the breadth of knowledge can hinder the quality of customer service by making it difficult to locate necessary information. It's important to restructure the knowledge base to be robust, comprehensive, and easily searchable in various ways. Incorporating live chat learning can further enhance the accessibility and usability of the knowledge base.

  • We built a custom knowledge base solution that integrates directly into our custom agent interface. This shows relevant FAQs to the agent in the interface based on what the visitor is typing in the chat.
  • We have a robust search function that enables agents to find FAQs when needed, rather than relying on navigation or a knowledge tree structure.
  • Finally, we centralize the knowledge base topics and then have conditionals for specific information. For example, we may have a single shipping policy knowledge base article with conditionals for the shipping destination country or other aspects of the customer's business. All of this is searchable, making it easy for the agent to find the right information when needed.

We do the bulk of the work to create the knowledge base and finalize it with the client prior to launch. Many of our clients end up using the knowledge base with their internal customer service teams since the result is so much more robust than what they have created up to that point.

Use a Pilot Launch to Perfect Everything

Once the knowledge base is complete and approved, we assemble a pilot launch team. This allows us to verify the readiness of the knowledge base while also refining training for the entire agent team, including live chat learning components.

Here's a brief overview of how it works:

  • We set up training to be done with the pilot team and then gauge their knowledge of the client with testing. This ensures a good baseline in place on the pilot team before going live.
  • We launch chat on the clients' website with a small group of agents and focus on answering visitors' questions while also building up the knowledge base. While our main service is 24/7, we typically do a limited schedule pilot launch that enables us to iterate on the knowledge base and training rapidly.
  • Once the pilot launch has satisfied a few criteria, we move to the full launch phase by training all agents and launching 24/7 coverage.

By doing a small pilot launch, we can ensure that the knowledge base is strong and the process is bulletproof prior to going live for all customers.

Rapid Iteration with Clients

  • First, our internal team reviews all of the chats and builds a knowledge base based on what could be improved. This alone rapidly improves the knowledge base.
  • Second, when we refer to a question we can't handle, the client copies us on the reply to the customer. This goes to our team and is used to update the knowledge base to handle that question in the future.
  • Third, we provide an interface that allows the client to review chats and give us feedback, and we encourage this in the early days of the service. This allows us to improve based on the clients' feedback efficiently and rapidly.
  • Finally, we have a weekly working meeting with the client starting on day two after launch. We drive this meeting and come prepared with resources and metrics to get what we need to improve constantly.

This client iteration process has been evolved over hundreds of clients and seven years in business. Many clients have told us that we manage their accounts better than any other vendor they work with, and that's something we take pride in.

Are You Ready to Scale?

Scaling requires training both individuals and the agencies you collaborate with. Our comprehensive process encompasses intake, knowledge base development, training, and collaboration. By following this systematic approach, we can efficiently assist clients in scaling more cost-effectively than if they were to handle it in-house. Integrating live chat learning into our training process enhances its effectiveness and ensures seamless scaling.

If you're working with a customer service agency that does not have a robust onboarding process, consider digging deeper into the quality of how they're managing things for you. If it feels ineffective working with them, it's due to the lack of this process.

If you want to go through a Live Chat or Customer Service Audit with our team to identify specifically what you can do to drive more sales and provide a better customer experience through customer service, contact us. You'll get a lot of value even if you don't end up working with us, as we work with so many stores and leverage that information in the audit.

Finally, I just want to dive deeper into more content; here are a few starting points.

Your Store Needs a 24/7 Live Chat Team

HelpFlow can drive sales by having our team of human agents available on live chat 24/7 to predict and save abandons before they happen, proactively reach out and engage with visitors via SMS and email after they abandon, and by answering visitor questions live on your website to convert visitors.

Learn More
Need Help Run CX Operations While Driving Revenue?

HelpFlow can help make your CX Operation world class.  We can also help level up every aspect of your business with insights from CX that drive higher revenue, lower cost, higher customer LTV and customer happiness.

Learn More

Ready to grow your company? Get in touch today!