Dialogue Cloud

WebChat 2.0 for WebAgent - User Guide


The WebChat Dialogue Provider uses the Anywhere365 WebAgent for its agent interface. This manual will focus on the actions that can be done for handling WebChat. Learn More about the other feature of the WebAgent.

Note: An Enterprise license or higher is required to access these features.
Note: An additional Anywhere365 WebAgent license is required.

Signing in to WebAgent

To use the WebAgent to handle communications, an Agent or Supervisor must sign in with valid credentials.

To sign in to WebAgent

  1. Open a web browser page to the following URL:

    Note: Based on your region, a different URL needs to be used. This information will be shared by your Anywhere365 representative.















  2. The WebAgent sign in page will appear:

  3. Anywhere365 WebAgent Sign-in Screen

  4. Sign in using your Anywhere365-enabled account (Sign-in address + Password).

    Note: If you are using an Office365 authentication method, make sure your browser is not set to block pop-ups.
  5. After logging in, you will be ready to start using the Anywhere365 WebAgent.

Login UCC

  1. Click open the MePerson (your account) in the top right

  2. Select Manage Profile

  3. Toggle the state to sign in

Icon Action Description
Sign Out User is currently active, click to sign out.
Sign In User is currently inactive, click to sign in.
Informal User is Informal and doesn't have the option to sign in or out.


Incoming WebChat

When the user is ready for a new WebChat text and an text is queued, the user will automatically be offered the text.


Text buttons:

During an incoming text there a three buttons available. The following describes what functionality they have.





With the Disconnect button you can reject an incoming dialogue.


With the Accept button you can accept an incoming dialogue.


WebChat Session

After clicking the accept button, the text is assigned to the agent. New controls will appear.


WebChat session buttons:

During an text session you have access to control buttons. The following describes what functionality they have.





With Reply, you can sent a reply to the customer.


With Transfer, you can transfer to another skill.


Mark the text as handled. Closing the session.


Show the complete tread of the text. Including previous messages in previous sessions.



After accepting the text, the client will pop open the response window. In here you can typ your answer and press send.

Note: Attachment are only available for Email.


Predefined responses

Note: Predefined responses need to be configured first, Learn More

Besides typing your response.

You can also select a predefined response by clicking on the icon. The responses are configured in the SharePoint list.



To transfer the session to another skill. You first need to receive or handle an text. During the session click on the icon and search for a skill.

The text will now be put in the queue of the other skill.


Note: Universal Timeline Service required, Learn More

The timeline shows information about previous contact moments with the customer. You can open it by clicking on the icon. Based on the customer contact information all contact moments are loaded. In the top bar you can scroll to the dialogues and by clicking on the dialogue the timeline details are shown. These details contain information about which skill was chosen, which agent accepted, if the dialogue was transferred and more.


During a dialogue you can select a predefined Classification from the configuration page. Classification tab can be opened by clicking on the icon. After selecting the correct one you can press submit. This will send the data to database, which can be loaded in the Dialogue Intelligence reports.

Customer connection state

You can see the customer connection state and to disconnect from the customer side.

Customer connected

The customer has a page with the Webchat.

Customer closed webchat page (can reconnect with persistent chat)

The customer has left the page with the Webchat.

Customer disconnected the conversation

The customer has closed the conversation.


Search Text

When a user want's to lookup an text conversation, they can use the "Search Text" feature. This can be done by clicking on the icon in the side bar.

Search Items

To start searching, you can enter your search criteria in the search bar. Optionally you can select a specific attribute to search on. Alternatively if you press enter, it will search all attributes.




Search on the Sender field of a Text. The URI who started the conversation.


Search on the Receiver field of a Text. The URI who the conversation was sent to.


Search in the Subject (header) field of a Text.


Search in the Content (body) field of a Text.


Search on the name of the UCC connected to a Text.


Search on the name of the Skill connected to a Text.

Reference ID

Search on the Reference ID of a Text. Reference ID is an unique ID created per Text conversation.


Search Filters / Advanced Search

If you want to use an even more detailed search, you can open the filter by clicking in the icon. This will open the filter options.




Only show conversations after the entered date time.


Only show conversation before the entered date time.


Only show inbound conversations. Customer send to the Dialogue Manager.


Only show outbound conversations. Agent replies to the Customer.


Only show conversations on the selected UCCs.

By Skill

Only show conversations on the selected Skills.

Search results

After entering your search criteria, you will get your search results. Based on the state of the conversation you can will get a different reaction on the "show" action by clicking on the icon.






Take the session from the waiting queue. The conversation will now be offered to the Agent.


Show the conversation as a preview. From here you can see the content of the conversation and you will have the option to "Take" the session.






Open the archived session.


Search Settings

From the Search Settings, you have the option to switch the view. The settings can be opened by clicking on the icon. Here you can switch between "Compact" and "Extended" view.

  • Compact = A compact view of the results, with the following attributes:

    • Type = The type of the conversation.

    • Sender = The URI of the sender.

    • Skill= The Skill where the conversation is connect to.

    • State = Show the current state of the conversation

      • Waiting = The conversation is waiting in the queue.
      • Connected = The conversation is connected to an agent.
      • Archived = The conversation is completed and archived.
    • Duration = Show the duration of the conversation. Time between condensation created and now.

  • Extended = Compact view extended with the following attributes:

    • Subject = The subject (header) field of the conversation.

    • Reference ID = Reference ID is an unique ID created per Text conversation.

    • Received date and time = The datetime the conversation was received.