V4 Update #6: Live screenshot sharing and file transfers in live chat

Welcome to the sixth in a series of Version 4 development updates and previews.

In preview #5 we looked at staff management, group management, the new permissions interface and an interface screencast.

In this preview we’ll take a look at two completely new innovations we are introducing in V4: screen capture sharing and live file transfers during a live chat session.

File transfers in a live chat session

Operators can now send files to chatters in a live chat session.  The file transfer is proxied by the server on which your support desk is hosted. The file is securely uploaded to the server from your computer, and then a link to the file is sent to the end user. This makes for a completely seamless user experience.

Pushing a file to a chatter

Pushing a file to a chatter



Clicking on the Push file icon opens the operating system file browser. Select a file from your computer, and voilà.

A file has been sent to the end user

Operator confirmation that the file has been uploaded to the server, and link sent to the end user

After the upload to the server has completed, the end user receives a link to the file. Clicking on this link opens the browser’s file download dialogue.

End user receives a link to the file

End user receives a link to the file

Screen capture utility

Sometimes, a picture is worth a thousand words (or more accurately in the case of a support agent a thousand words saved). The new screen capture utility is built into the operator’s desktop application, supports multiple monitors and will allow you to crop to any section of your desktop.

Screen capture options in the operator desktop application

Screen capture options in the operator desktop application

When selecting the Fullscreen capture option, the application is automatically minimized. You can then select any area of your desktop by clicking and dragging, using a magnifier for guidance (as shown in the top-left of the screen below).

If you need to include the space taken up by the magnifier in your capture, the magnifier area will reposition itself (in other words, it will jump out of the way of your cursor).

After selecting the area of the desktop, pressing the Enter key takes the capture.

Taking a screenshot

Taking a screen capture

The screen capture is uploaded to the server. The end user receives a thumbnail preview of the screen capture. Clicking on this thumbnail opens a full resolution version in a new window.

End user receices screen capture

End user receices screen capture

Screencast

Apologies for another soundless screencast. We’re preparing for some narrated screencasts for more complex demonstrations in the future.

Feedback from the last preview

Can we have some merge variables in [predefined and canned responses] so we can do like “Hello <CUSTOMER_NAME>. I am Craig Brass. How can I be of assistance?”?

(from craigbrass) Yes – we will be implementing merge variables for both predefined ticket responses and canned live chat messages.

I would love to see the ability to go in and put in a schedule of when staff are suppose to work and if its not during their work time they cannot login.

(from Steven Lawrence) We will keep this in mind for the future, but we have no plans to implement this at launch.

It would be excellent if you guys could work on a simple but frequently used feature which we consider to be absolutly integral to that of a support and ticketing system; the notion of creating and assigning tickets which are related to a customer.

(from Oliver Gleave) Thank you for the suggestion – we have noted it.

I noticed on the screencast at 2:03, a “Parent Department” field. How is this feature going to work with permissions? Children departments will inherit permissions? Is it a simple aesthetic setting that will show the department as a sub-department?

(from Andres Berdugo-Dewak) We will post more information about this at a later date.

Great, very nice features but I wonder, what about the reporting? Has it improved also?

(from Camilo Olea) Absolutely. We are implemented a new reporting engine which will allow you to define and produce your own custom reports.

Another report I would like to see is “The top X ticket openers in Department Y over time period Z”. Basically so that I can easily see what customers are becoming issues.

(from Tony Valenti) We will likely ship with this reports. If we do not, you will certainly be able to create the report yourself with little trouble.

I just wonder if an option similar to the announced ‘Enabling and disabling staff accounts’ will also be supported for user accounts? That’s a feature we’ve been waiting for from the very first day we launched Kayako SupportSuite.

(from Galina) Yes, you will also find this functionality in user accounts.

When you disable a Staff member, will that staff member entry be hiddend from the pull down menus when assigning tickets to other staff members?

(from n8) Yes, the staff account will be hidden from assignment menus, etc.

will REST API be compatible with (dot)Net?

(from Kai) The REST API will be platform independent (that is the beauty of an XML based API).

1.developer license, ability to run kayako with url “localhost” or something like that. This way I can test the upgrade or changes in code before moving for production environment, without having to buy an additional url license

(from jorge) Although we are already happy to add additional developer licenses for free, we will give consideration to doing this by default.

4.automatic alerts( notes and/or replys ) to client and staff, when the tickets don´t have any move from a predefined ‘x’ days. This should be fixed by department.

(from jorge) We already have this one covered.

6.Independence of labbels. Staff should only see the one from their department. Nowadays everybody sees all.

(from jorge) Great suggestion, it has been logged.

Suggestions?

It is never too late to file your feature requests. To do so, create a new thread in the relevant section on our forums.

To comment on this preview, leave a comment on this post or post in the discussion forum thread. We look forward to hearing from you!

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  • http://www.Lawrence-Enterprise.com Dr. Steven Lawrence

    Looking Great can’t wait to get my hands on it!!!!

  • http://www.Lawrence-Enterprise.com Dr. Steven Lawrence

    Looking Great can’t wait to get my hands on it!!!!

  • http://blog.allmoney.ws allmoney.ws

    Can you add avatars for Staff users in Chat Window?

  • http://blog.allmoney.ws allmoney.ws

    Can you add avatars for Staff users in Chat Window?

  • Neti

    That’s enough of LiveResponse. We want to see the eSupport Staff/Client interface!=)

  • Neti

    That’s enough of LiveResponse. We want to see the eSupport Staff/Client interface!=)

  • http://www.digitalfyre.com digitalfyre

    Enough teasing. Give us a beta already! I can’t wait to play around with Kayako v4!

  • http://www.digitalfyre.com digitalfyre

    Enough teasing. Give us a beta already! I can’t wait to play around with Kayako v4!

  • Bair

    Excellent, this features are of ALLOT of help. We spend so much time explaining things that could be done in 1 second with a image. The same goes with files. Sending a screenshosts now is a pain. You take to take it, save it, uploading and send the link. This just makes all of this in one click. Just dont forget to add a feature that deletes all temporary files from a server.

  • Bair

    Excellent, this features are of ALLOT of help. We spend so much time explaining things that could be done in 1 second with a image. The same goes with files. Sending a screenshosts now is a pain. You take to take it, save it, uploading and send the link. This just makes all of this in one click. Just dont forget to add a feature that deletes all temporary files from a server.

  • n8

    Screen caps look great but are you going to incorporate any remote assistance features into Kayako (e.g. logmein Rescue, Teamviewer, gotoassist, etc)

  • n8

    Screen caps look great but are you going to incorporate any remote assistance features into Kayako (e.g. logmein Rescue, Teamviewer, gotoassist, etc)

  • http://www.nuvera.com/ Matthew Carter

    Excited for this and hope that it will work on Server 2008 R2 x64 with Exchange 2010 and SharePoint 2010 and SQL 2008 SP1 x64 and Internet Explorer 8 on Windows 7 X64

    I would love to beta test V4 when it comes out!

  • http://www.nuvera.com/ Matthew Carter

    Excited for this and hope that it will work on Server 2008 R2 x64 with Exchange 2010 and SharePoint 2010 and SQL 2008 SP1 x64 and Internet Explorer 8 on Windows 7 X64

    I would love to beta test V4 when it comes out!

  • http://www.PowerDNN.com Tony Valenti

    Will V4 allow you to use a MSSQL backend instead of a MySQL backend? Our Kayako DB is in the GBs and could really use some trimming, but INNODB doesn’t let that happen.

  • http://www.PowerDNN.com Tony Valenti

    Will V4 allow you to use a MSSQL backend instead of a MySQL backend? Our Kayako DB is in the GBs and could really use some trimming, but INNODB doesn’t let that happen.

  • http://www.safeworld.co.in Deven Shah

    Now we are loosing patience… Pl let us know when we can test Beta..

  • http://www.safeworld.co.in Deven Shah

    Now we are loosing patience… Pl let us know when we can test Beta..

  • Jake

    I agree that Kayako should release the beta already! I too would love to be a beta tester.

  • Jake

    I agree that Kayako should release the beta already! I too would love to be a beta tester.

  • http://www.medshop.com.au Steven Cumper

    Would it be possible for v4 to contain enough flexibility in the knowledge base to allow for tutorial video hosting? At the moment we looked at it, but it would take quite a bit of custom coding work to achieve.

  • http://www.medshop.com.au Steven Cumper

    Would it be possible for v4 to contain enough flexibility in the knowledge base to allow for tutorial video hosting? At the moment we looked at it, but it would take quite a bit of custom coding work to achieve.

  • http://support.jupix.co.uk Oliver Gleave

    Guys – will the API allow us to extract ticket information out of the system and link it to a specific user at a specific company inside our own inhouse CRM package?

    We run something similar to http://www.highrisehq.com and we want to display ticket history (open, closed, pending etc) against each customer, and we hope that the API will support this?

    Many thanks – all looks great and can’t wait for the Beta.

  • http://support.jupix.co.uk Oliver Gleave

    Guys – will the API allow us to extract ticket information out of the system and link it to a specific user at a specific company inside our own inhouse CRM package?

    We run something similar to http://www.highrisehq.com and we want to display ticket history (open, closed, pending etc) against each customer, and we hope that the API will support this?

    Many thanks – all looks great and can’t wait for the Beta.

  • Robert

    Hi,

    we are eagerly awaiting for the beta preview – do you have any updates for us on the timeframe? We were hoping to receive it Q4 2009.

    Thanks,
    Robert

  • Robert

    Hi,

    we are eagerly awaiting for the beta preview – do you have any updates for us on the timeframe? We were hoping to receive it Q4 2009.

    Thanks,
    Robert

  • http://www.PowerDNN.com Tony Valenti

    One UI feature that I would really like to see is a one-click “Assign ticket to Me” button. In version 3, if you want to assign the ticket to yourself, you have to click on the ticket, click on the ticket info, select your name in the “Assigned To” box, and then click update.

    A _very_ welcome improvement would be if each ticket had a little button next to it that, when clicked, would:
    1) Assign the ticket to the staff member who clicked the button
    2) Open the ticket for the staff member to view
    3) Generate an email to the customer saying “You ticket has been assigned… etc”.

  • http://www.PowerDNN.com Tony Valenti

    One UI feature that I would really like to see is a one-click “Assign ticket to Me” button. In version 3, if you want to assign the ticket to yourself, you have to click on the ticket, click on the ticket info, select your name in the “Assigned To” box, and then click update.

    A _very_ welcome improvement would be if each ticket had a little button next to it that, when clicked, would:
    1) Assign the ticket to the staff member who clicked the button
    2) Open the ticket for the staff member to view
    3) Generate an email to the customer saying “You ticket has been assigned… etc”.

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  • http://sentenceopeners.com marciano guerrero

    Give us a beta already!

  • http://sentenceopeners.com marciano guerrero

    Give us a beta already!

  • Anonymous