Chatting with Clients

If a client does not feel comfortable saying their request out loud, or if they are having a difficult time hearing the Virtual Banker, try using the Chat function. 


To chat with a client, do the following: 

  1. Open chat by clicking Chat > Show Chat.
  2. Type a message to the client, and send it by pressing the Enter key.
  3. To close the chat, click X.


Note: This is a particularly good option to use when you are troubleshooting sound quality issues during a call.

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