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Article : Chat in the Contact Center - an Expert Panel Weighs in – Part 1/3

#contactcenterworld, @taylor_reach

Chat in the Contact Center - an Expert Panel Weighs in – Part 1/3

You may or may not have reviewed Comm100’s 2016 Livechat Benchmark Report Recently, our expert panel of Contact Center Consultants had a discussion on the role of chat in the Call Center. This discussion examines chat in the Contact Center, highlights the many advantages of Live Chat, presents some caveats and looks to the future of this technology in the Call Center and Contact Center.

Our team of experts had many insights on the topic of live chat, and so, we are rolling out our insights in a 3-part series. Today, part 1, focuses on the following:

  • Why, When and Where Should Chat be Deployed
  • Demographics
  • Chat in Relation to Industry
  • Security
  • First Contact Resolution/ Chats to Close Inquiry

Discussion participants: Colin Taylor, John Cockerill, Garry Schultz, David Bradshaw, JD Fairweather, Bruce Lebowitz, Turaj Seyrafiaan, Peter Elliot and Paul Knapp

Why, When and Where Should Chat be Deployed

Bruce: Companies use chat for two main reasons

1. Chat can be less expensive than voice:

a) Divert people from the voice to chat channels:

An agent can typically handle 2 or 3 chats at once depending on the complexity. Whereas a voice agent can only handle one inquiry at a time. Ensure that agents are handling the right number of concurrent chats. There is no magic number, it depends on the complexity of the calls or conversations.

b) Overseas labor:

Sometimes companies are sensitive to using overseas or off-shore Contact Centers because of agent accents. Firms may not want to use foreign agents if they are appealing to a domestic audience or have a brand image to uphold. However, with chat, you could use less expensive labor overseas as accents would no longer be an issue.

2) Customer convenience:

Sometimes customer inquiries and concerns can be alleviated very quickly and easy, with the use of live chat. For consumers who want to avoid the voice channel, but still communicate with a live agent, chat can provide an easy solution with minimal customer effort.


Colin: Research from the Customer Experience Board (CEB) tells us that 60% of customers will have visited your website before they place a call to the Contact Center, and 40% will be on your website during the call. Offering chat and the ability for the customer to remain on the website to get their question or issue addressed, can be very helpful and positively perceived by your customers. Why make them switch channels if they don’t want to?

David Bradshaw: Chat can be deployed if someone on your website appears to be struggling on a particular page. A pop-up window with a friendly message would be a good point at which to offer this technology. "Hey, I noticed you’ve been on this page for a while, is there any way I could be of assistance?"

Chat can also be deployed in the order section of your website for e-Commerce. For example, if you know the average check-out time, and the consumer exceeds this, chat can be used to encourage and support the consumer through the check-out process. Essentially this technology can motivate the customers throughout the customer journey, to complete the purchase stage.


Garry: Chat is very demographic sensitive – typically Baby Boomers are more reluctant to use chat versus Millennials, of course, keep in mind the exceptions in any group. Any company that is going to look at chat as a viable channel, needs to have a close look at their demographics and establish whether or not the customers want to chat.

The worst possible manifestation of this is when customers are nudged into the funnel and herded into chat. My advice to organizations would be to ensure you are not nudging a demographic that prefers talk, into chat. Any chat initiative could crash-and-burn if your customers or audience is in a demographic that appeals to the Graying of America (GOA). Understand who you’re serving and ensure they are aligned with your chat channel.

Paul: In regards to the healthcare industry, I find this to be true. When you are dealing with Medicare populations and senior citizens, they are not going to use chat. We have seen they do not trust the outcome of chat contrary to Millennials that have embraced and trusted the outcomes of chat.

Chat in Relation to Industry

David: It is also important to analyze the product or service being offered – sometimes a demographic that would typically be willing to consider chat, may not, due to the sensitivity of the offering, for certain circumstance, chat just will not work. Zappos is a prime example of this – 90% of their interactions take place over the phone because it’s about shoes – people want to have conversations about the colors and materials.

Colin: Chat also may not work due to the reason for the contact. If you are looking for a refund or if you want to discuss an order, accounts payables etc., most people prefer to do this through a one-to-one voice conversation.


Garry: The average consumer has a perception that live chat is not as secure as other channels. I use perceptions as well chosen word because the truth is that chat is just as, if not more secure, than the telephone.

In particular industries, such as financial or healthcare services, you may have some pushback in adopting a chat channel due to this perceived security issue.

David: Secure chat gives organizations the opportunity to resolve a customer’s issue because customers are validated through the chat channel, similar to how you would validate your pin and password via the web.

Colin: Chat, by its nature generates an audit trail of the entire interaction. This paper trail eliminates an ambiguity over who said what and when, as it is all there in black and white. This audit trail is a fundamental aspect of chat and as such invalidates chat as a candidate for refunds or credits. To enter credit card details into a chat window and propagating this information through the audit trail creates a security and PCI risk.

Where is secure chat best deployed? When do companies use it? How many chats should agents be using?

David: Once the chat is secure and the consumer has been identified and validated, agents have people’s private information. If agents are engaging in multiple chats at a time, it is essential to ensure there is a protocol to confirm that consumer information is not accidentally being given to another customer, in the event that the agent was confused with the multiple chats. As a best practice for secure chat, most agents typically go one-on-one to avoid this rather than trying to balance multiple chats in the secure environment.

First Contact Resolution/ Chats to Close Inquiry

When do you know to go from one channel to the next?

David: When analyzing chat as a viable channel, it is important to assess first contact resolution and the average number of chats required to close an inquiry. Chat can be very effective. If, however, you get into too much of a back-and-forth, sometimes just picking up a phone get resolution faster.

Companies using live chat should establish criteria to consider at which point chat should be moved to a call to the Call Center and how this channel transition should be made. This map should be a general rule-of-thumb.

As a best practice, inquiries and issues should be resolved after 3 chat sessions; otherwise, they should be moved to another channel that is more viable (likely phone). When applying best practices, you need to keep in mind the nature of your demographics and reasons for contact.

Colin: Omni-channel systems, where all customer information is available in real time regardless of the platform and where a chat can be escalated to a live call, can greatly simplify the process of shifting channels from chat to live voice. Without these capabilities in place, the customer may find that they are having to repeat their whole story to a new voice agent after having spent minutes explaining it the chat agent. This type of disconnected approach is a quick way to reduce your customer effort score and degrades your customer experience.

Turaj: Chat is good for specific types of conversation - for these conversations, they should have a higher FCR compared to other channels such a voice. For example, if a customer is looking for more product information, the chat agent can give the URL or file which can be reviewed immediately by the customer. From there the agent can encourage the consumer through the buying process and everything can be done in the first contact. This is in contrast to voice where the consumer interacting with a voice channel may need to receive the link via email. For these cases, chat is a better solution and should have a higher FCR.

One problem is the type of the contact being dealt with. This makes a difference on who is offering the service, what the organizational goals are and how they’re aligned with consumer demographics. Identify specifically what types of conversations are best for chat.

Do you use chat for solving a problem or complaint – probably not. For Product info – probably.

Dell has been using chat for multiple years and they have been successful. This is likely because consumers typically already have a general idea of what they want. Instead, they’re likely looking for technical clarification - chat is a good means to deliver this.


The Taylor Reach Group Bios

Colinn Taylor – CEO and Chief Chaos Officer

Colin, CEO and Chief Chaos Officer at TRG, is recognized as one of Canada’s leading Call/Contact Center experts. Ranked #5 in Customer Service Globaly with 27 awards for operational excellence. He has been working in the industry for 35+ years and has led The Taylor Reach Group’s success, as CEO and Chief Chaos Officer, since 2003.

John Cockerill – President

John has been contributing to the success of the company with his extensive knowledge on sales, marketing and service operations within the Contact Center including strategic planning and day-to-day operations. He has 30+ years of hands on Call Center operational management experience.

Garry Schultz – Senior Consultant - Ottawa

Garry is an experienced Customer Care strategist with expertise in post-sale-support operations. With 25+ years as an executive manager for high-tech post-sale support operations Garry has lived the omni-channel evolution.

Turaj – Senior Consultant - Toronto

25+ years of contact center experience, Domestic and International: Telco and Consulting,

David Bradshaw – Senior Consultant - Toronto

David is a seasoned contact center financial services industry veteran with more than 20 years of hands on experience.

JD Fairweather – Vice President – South East

25+ years of contact center experience, Domestic and International, Client-Side and Consulting, Atlanta.

Peter Elliot – Senior Consultant – Europe

30+ years of contact center experience, Domestic and International, Client-Side and Consulting, London, UK.

Paul Knapp – Senior Consultant – Memphis

Paul Knapp is an experienced Call Center, Contact Center Consultant with 25 plus years of experience in the Healthcare, Customer Services industry. - Memphis

#contactcenterworld, @taylor_reach


About Colin Taylor:
For the past 33 years Colin has worked in the call and contact center industry starting as a agent, Today he assists clients improve the operation effectiveness and customer satisfaction achieved by their centers. A frequent speaker and author more than 100 articles on call and contact center operations.

About The Taylor Reach Group:
Company LogoThe Taylor Reach Group is a call center and contact center consultants specializing in customer experience consulting and call and contact center consulting, management, performance, technologies, site selection, tools and assessments. All we do is customer experience and contact center consulting: strategic and tactical. Our contact center and customer experience consultants have helped management in hundreds of contact centers and organizations achieve – and exceed – their business goals.
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Today's Tip of the Day - Incentives

Read today's tip or listen to it on podcast.

Published: Friday, June 16, 2017

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2021 Buyers Guide Recording


ASC Recording Insights and neo
ASC Recording Insights guarantees legally compliant recording and analysis of all communication channels in Microsoft Teams - including audio calls (internal and external calls), chat conversations and video meetings.

neo Recording, QM & Analytics address all enterprises with recording needs, especially contact centers. The content of communication becomes accessible and critical information and trends are revealed, providing real-time business intelligence for immediate management action.
PH: +1 917 475 9200

Call Center Studio

Call Center Studio
Call Center Studio is the world’s first call center built on Google and is one of the most secure and stable systems with some of the industry’s best reporting. It is one of the most full-featured enterprise grade systems (with the most calling features, one of the best call distribution, outbound dialing features and integrations—including IVR, AI Speech Recognition, blended inbound/outbound calling and includes Google’s new Dialogflow and Speech API. Call Center Studio is the absolute easiest to use (with a 10 minute setup), and is the price performance leader with lower equipment cost and less setup time.
PH: +1 512-872-7565


Microsoft Teams Cloud Recording Service
Geomant offers a fully managed recording service for those organisations who need to address compliance or quality management while working on Teams. The Service utilises Verint’s market leading recording technology and is hosted by Geomant in Microsoft Azure. Our managed service approach is unique in that it allows organisations to benefit from advanced recording features, all while being free from any technical infrastructure or maintenance requirements that come with a traditional on-premises set up.
PH: 01789 387900

Lieber & Associates

Recording System Consulting
L&A provides vendor-independent consulting services to select, contract for, test, and implement contact center recording systems. The firm's consultants specialize in contact center I.T. and have several decades of experience each with all major and many smaller makers of phone and call recording systems.
PH: +1-773-325-0608

Nuxiba Technologies

Enterprise recording management for storage, retrieval, playback, and monitoring communications throughout your contact center.

Record screen activity and calls across agent workstations, measure and monitor quality levels across all campaigns and analyze recordings to capture first-hand customer data and requirements.

Easly access all recordings and critical information to provide improved customer experience, sales, and productivity!


Oreka TR
Oreka TR total recorder includes all of the call recording capabilities you will need, at about half the cost of competing for call recorder solutions, including screen recording, mobile phone recording, live monitoring, on-demand recording, multi-tenancy, multi-site recording, audit trail, call exporting, retention management, auto-tagging (for speech analytics and phrase spotting) and so much more.
PH: 3109672003

PCS Software

Call recording solution fully integrate to all main pbx solutions.
PH: +55 11 3075-2933

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