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Best Practices for 
Complementing Live 
Chat with a Virtual 
Best Practices for 
Complementing Live 
Chat with a Virtual 
Assistant (VA) 
Assistant (VA) 
Copyright © 2013 noHold, Inc.
What is a Virtual Assistant, You Ask? 
Copyright © 2013 noHold, Inc.
Similar to live chat, but interact with an Artificial Intelligence 
(AI).. 
Hello, how can 
I help you? 
Copyright © 2013 noHold, Inc. 
Hello, how can 
I help you? 
A Virtual Assistant or VA is…
*CSAT *NPS *FCR Support 
Costs 
“Shorten the path to a meaningful chat…” 
Copyright © 2013 noHold, Inc. 
*CSAT 
*NPS 
*FCR 
Support Costs 
Why Live Chat + Virtual Assistant?
Copyright © 2013 noHold, Inc. 
Live 
Chat 
Live 
Chat 
#1: Offer VA next to Live Chat
#2: Offer Live Chat as Escalation Option 
Copyright © 2013 noHold, Inc.
#3 Allow Live Chat Agents to Join Virtual Chat 
Copyright © 2013 noHold, Inc. 
Andrea now joins the 
VA Conversation, and 
a seamless handoff 
takes place
#4 Provide Virtual Chat Log to Agents 
Copyright © 2013 noHold, Inc. 
The Chat Log can 
appear as an alert, 
which the Live Agent 
can reference while 
troubleshooting the 
technical issue
#5 “Integration” Can Happen Without *APIs 
Copyright © 2013 noHold, Inc.
Copyright © 2013 noHold, Inc. 
Escalating to Live Chat, 
or creating a Ticket and 
passing the Chat Log is 
accomplished through 
HTML, which does not 
require an API 
Connector 
#5 ..Continued
#6 Offer Pre and Post Chat Surveys 
Copyright © 2013 noHold, Inc.
#7 Offer Live Chat as an Option through VA 
Copyright © 2013 noHold, Inc.
#8 Offer Live Chat When Necessary… 
…during business hours.. 
Copyright © 2013 noHold, Inc.
#8 ..and VA when Live Chat is Offline 
Copyright © 2013 noHold, Inc.
Leading Brands Choose noHold 
noHold, Inc. Copyright© 2013
Value Across the Enterprise 
Support Site 
Social Networks 
Call Center 
Confederated Knowledge™ 
eStore & Resellers 
Metrics for: Sales, Marketing and 
Engineering 
noHold, Inc. Copyright© 2013
Definitions 
CSAT: Customer Satisfaction 
NPS: Net Promoter Score 
FCR: First Contact Resolution 
API: Application Programming Interface 
Thank you! If you would like more information about Live 
Chat + Virtual Assistants, visit: www.nohold.com 
Copyright © 2013 noHold, Inc.

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Best Practices for Complementing Live Chat with a Virtual Assistant

  • 1. Best Practices for Complementing Live Chat with a Virtual Best Practices for Complementing Live Chat with a Virtual Assistant (VA) Assistant (VA) Copyright © 2013 noHold, Inc.
  • 2. What is a Virtual Assistant, You Ask? Copyright © 2013 noHold, Inc.
  • 3. Similar to live chat, but interact with an Artificial Intelligence (AI).. Hello, how can I help you? Copyright © 2013 noHold, Inc. Hello, how can I help you? A Virtual Assistant or VA is…
  • 4. *CSAT *NPS *FCR Support Costs “Shorten the path to a meaningful chat…” Copyright © 2013 noHold, Inc. *CSAT *NPS *FCR Support Costs Why Live Chat + Virtual Assistant?
  • 5. Copyright © 2013 noHold, Inc. Live Chat Live Chat #1: Offer VA next to Live Chat
  • 6. #2: Offer Live Chat as Escalation Option Copyright © 2013 noHold, Inc.
  • 7. #3 Allow Live Chat Agents to Join Virtual Chat Copyright © 2013 noHold, Inc. Andrea now joins the VA Conversation, and a seamless handoff takes place
  • 8. #4 Provide Virtual Chat Log to Agents Copyright © 2013 noHold, Inc. The Chat Log can appear as an alert, which the Live Agent can reference while troubleshooting the technical issue
  • 9. #5 “Integration” Can Happen Without *APIs Copyright © 2013 noHold, Inc.
  • 10. Copyright © 2013 noHold, Inc. Escalating to Live Chat, or creating a Ticket and passing the Chat Log is accomplished through HTML, which does not require an API Connector #5 ..Continued
  • 11. #6 Offer Pre and Post Chat Surveys Copyright © 2013 noHold, Inc.
  • 12. #7 Offer Live Chat as an Option through VA Copyright © 2013 noHold, Inc.
  • 13. #8 Offer Live Chat When Necessary… …during business hours.. Copyright © 2013 noHold, Inc.
  • 14. #8 ..and VA when Live Chat is Offline Copyright © 2013 noHold, Inc.
  • 15. Leading Brands Choose noHold noHold, Inc. Copyright© 2013
  • 16. Value Across the Enterprise Support Site Social Networks Call Center Confederated Knowledge™ eStore & Resellers Metrics for: Sales, Marketing and Engineering noHold, Inc. Copyright© 2013
  • 17. Definitions CSAT: Customer Satisfaction NPS: Net Promoter Score FCR: First Contact Resolution API: Application Programming Interface Thank you! If you would like more information about Live Chat + Virtual Assistants, visit: www.nohold.com Copyright © 2013 noHold, Inc.