Schedule, Manage Meetings and Track Activities in BoldDesk Chat

Agents can now efficiently schedule and book meetings directly within conversations, ensuring seamless activity tracking and interaction history management. This feature enables better customer engagement and workflow optimization.

If the meeting app is not authorized, you will see this prompt guiding you to Personal Settings.

Navigate to Personal Settings and enable authorization for the meeting app.

Key Features

1. Automatic Activity Capture:

• Every scheduled meeting is automatically logged as an activity.
• Simplifies tracking and ensures no important event is missed.

2. Linked Interaction History:

• Maintain a comprehensive record of all past interactions.
• Provides better context and ensures continuity in customer engagement.

3. In-Chat Activity Management:

• Agents can view and update activities directly within the chat module.
• No need to switch screens, enabling a streamlined workflow.

Steps to Use

Step 1: Schedule Meetings

• Open the conversation with the customer.
• Click on more options (⋮) in the top-right corner and select Schedule Meeting from the dropdown.

• In the Create Activity window:

  • Select Type as Meeting.
  • Add Subject labels and choose the Meeting App (for example, MS Teams).
  • Provide a description and upload any relevant files.
  • Assign an organizer.
  • Set the Start Date, End Date, and Time Zone.
  • Choose the Status (for example, Open) and click Create to save the meeting.

Step 2: Automatic Logging

• Once created, the meeting is automatically logged under the Activities tab in the conversation.
• You can view details such as meeting title, date, time, and organizer.

Step 3: Access Interaction History

• Navigate to the History or Activities tab in the chat module to review past interactions and scheduled activities for better context.

Step 4: Update Activities in Chat

• Use the in-chat activity management tool to make edits or updates.
• Save changes to keep the activity record accurate.

FAQs

1. Can I schedule a meeting for multiple participants?
Yes. You can add Contacts and Collaborators when creating the meeting activity. This ensures all relevant team members are included in the meeting details.

2. How do I edit or reschedule a meeting after it’s created?
Navigate to the Activities tab in the conversation, locate the meeting, and click the Edit icon. Update the details and save changes to keep the activity record accurate.

3. How do I confirm that my meeting was successfully logged?
After creating the meeting, go to the Activities tab in the conversation. The meeting should appear with its details, status, and organizer information.