Communication & Support Documentation Plan
Overview
Integrated chat and customer support tools for team collaboration and client communication.
Documentation Structure Plan
1. Team Chat
- Internal team communication with project-specific channels
2. Client Chat
- Direct communication with clients through integrated chat system
3. Website Chat Widget
- Embeddable chat widget for your website with AI-powered responses
4. Video Calling
- Built-in video conferencing for team meetings and client calls
5. Meeting Scheduler
- Public booking pages for clients to schedule meetings
6. Support Ticketing
- Integrated help desk system for customer support
Collaborate with your team in real time, keep conversations organized by chat, and escalate to a video call when needed.
Chat with your clients directly inside Corcava. Clients can message your team from the Client Portal, and your team replies from the Chat page.
Add a chat widget to your website so visitors can message your team. Messages appear in real time on your Chat page, and you can enable AI suggestions for faster replies.
Start a video call directly from any chat and meet inside the app. A join link is posted in the conversation so others can enter the room quickly.
Let clients book meetings with your team using public booking pages. Confirmed meetings appear in Corcava and can be added to Google Calendar.
Track customer issues from intake to resolution. Create tickets, set priority and status, assign an owner, and link tickets to clients and contacts.