Support/Live Chat/User Stories/Felix
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User story of Felix, a new chat contributor
- Felix has been using Firefox for 6 months and wants to start helping. He clicks a link to "Helping with Live Chat" from the Superheros Wanted page.
- After reading a bit about Live Chat, he clicks a link to the Live Chat Dashboard, the hub for all things chat.
- Felix creates a SUMO account, logs in, and sees the dashboard for the first time.
- Scanning the dashboard, he sees all current chats, a leaderboard of top helpers, and a list of people waiting in the queue.
- The chat interface appears as an overlay at the edge of the window or as a popup window, automatically joining him to the sumo irc channel.
- Felix is intrigued by a chat that Michael is answering. He either asks Michael to join and receives an invitation or knocks on the room and is accepted by Michael.
- When the chat opens, Felix sees the full backscroll and question details so that he can jump right in.
- Felix's Firefox crashes. He restarts, returns to support.mozilla.com, and logs in. To his relief, Michael's chat is still active since less than X minutes have passed.
- Felix uses a canned response to answer Michael, following advice in the Live Chat documentation.
- The user is grateful and tells Felix that he's a genius.
- Felix shadows several more chats and masters the Live Chat Helper requirements, listed below.
- Matthew adds Felix to the group, and Felix is now a chat contributor.
Requirements for Felix to advance to the next stage
- The contributor accepts a question and reviews the question details
- He/she asks questions to ensure an understanding of the problem, optionally using canned responses for common troubleshooting questions.
- The agent either tries appropriate basic troubleshooting or searches the KB+forum for a solution.
- If the contributor needs help because troubleshooting doesn't work and a solution can't be found, he/she asks in #sumo.
- If he/she needs to leave before finishing the chat, he/she invites another helper or gives the user instructions to follow up later.