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Planview Customer Success Center

LiveChat

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Planview Spigit now has a LiveChat feature! Administrators can now chat with our support and customer success team directly from Spigit!

Look for the Chat Icon in the bottom right corner.

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Fig 1 - LiveChat option on a Challenge page

Customer Success members are available to answer program and how-to related questions between 12 PM and 4 PM CST. Customer Care members are available to answer break/fix questions between 6 AM to 4 PM CST. Simply choose the department (Program or Support) and type your message. For any “How do I do it?” or best practice questions, please select Program and you’ll be channeled to a Technical Account Manager (TAM). 

Fill out your name, e-mail, department you’d like to chat with, and a brief description of your inquiry. Select I agree to terms of service and click Start the chat.

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Fig 2 - Fill out user information

 

An agent will be with you shortly.

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Fig 3 - Next screen shows your place in the queue

 

Select Send Transcript if you’d like to receive an email of the chat transcript.

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Fig 4 - Select Transcript option

You can rate the chat when done and leave comments, as before. Attachments can also be added.

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Fig 5 - How to give a Thumbs Up or Down rating while you're in the chat

 

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Fig 6 - How to leave a comment after you give a chat rating while you're in the chat

 

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Fig 7 - Confirmation for closing the chat

 

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Fig 8 - How to give a rating after you close the chat

 

           

NOTE

Please remember to close the chat window when done, so we can move to the next customer.

           

 

If you have a question on a possible technical issue, please use the Support Department and you’ll be routed to the Support team.