How to Handle Multiple Customers at the Same Time

How to Handle Multiple Customers at the Same Time

📞  Hello? Yeah, hi. I was trying to purchase one of your products online and submitted my card details. I see a deduction but I haven’t received a confirmation from your end. Could you please look into this and let me know if my order has been confirmed?

Yes, sure. Is it okay if I put your call on hold?  📞

📞  Yeah.

Thanks to live chat, the ‘call on hold’ mode during a support request doesn’t daunt anymore.

The customers prefer and are looking for an immediate response to their questions. That’s exactly why you have a technology like live chat in place. But sometimes it becomes a tedious task for your support team to manage multiple customers at the same time.

Problems Operators Can Encounter When Managing Multiple Customers

Did you know that in 2018, customers spent an average of 713 seconds (or 11 minutes and 53 seconds) on live chats?

Your customers won’t mind spending time with your operators when getting their desired solution to the problem.

Customers did not like it when they:

  • Wait for too long
  • Are addressed as another customer
  • See that no operator was available to take up their chat
  • Leave without a solution

And as a business owner, you wouldn’t like to face such troubles yourself.

But imagine, your operators are dealing with multiple customers at the same time - every day. And, unfortunately, these are some of their biggest roadblocks when trying to manage so many chats in one go.

1. Confusing Customer Pain-points

Well, this one tops my list of problems that an operator can encounter when handling multiple clients via live chat.

Just imagine an operator interacting with five customers at the same time. He has to make sure that all:

  • Receive instant response
  • Are engaged constantly 
  • Receive instant resolution
  • Are routed to the right department

But that’s not all. Operators can also end-up confusing one issue with another because they can encounter similar questions from different customers at the same time.

That’s why you need to make sure that your operators have the best possible live chat software that helps them distinguish between their visitors. For example, ProProfs Chat has an interesting interface for the operators. It looks something like this:

real time visitor monitoring using live chatHere the operator can see details like:

  • The pages scanned by visitor
  • The current page they are looking at
  • The page they landed on
  • Their email address
  • Where they are from

And that’s not all. With a live chat support tool like ProProfs, you can even see what the visitor is going to type. That means your operators get more insights on what the customer might ask or say next, giving your operators the perfect amount of time to come up with the best possible answer.

In a nutshell, your operators are less likely to make any mistakes like confusing one customer problem with another.

2. Making Visitors Wait too Long for Resolution

Apparently, 42% of consumers say that they prefer live chat functions because they don't have to wait on hold.

But when managing multiple customers, your operators might end up making them wait. And this can result in:

  • Customers becoming impatient and leaving during an ongoing chat
  • Customers leaving bad reviews about their customer service experience with your brand
  • Customers leaving your brand for other options in the market to get better service experience

If anything, as business owners, you should understand that 66% of adult customers feel that valuing their time is the most important thing a company can do to provide good online customer experience.

You can do that too by training your operators on how to manage multiple chats at the same time to avoid making every customer wait. Let them know what tactics should they use to reduce response time that ultimately results in delighted customers.

3. Missing Out Chat Opportunities

It is not possible for your chat operators to manage chats at all times, even if they have the best live chat mobile app in place.

They have other activities to take care of like: 

  • Coordinating with other departments to offer the best possible solution to customers online
  • Reaching out to other operators or even help them in case they encounter a tough case
  • Handling multiple clients via chat and call at the same time

But besides this, it is not possible for them to be at their seats all the time. All these factors result in operators missing out on chat opportunities. To sum things up, missing chat opportunities might make them look incompetent to you and your business in the eyes of your customers.

To tackle this, you can divide the chat limit within all the customer support operators so that your business ends up with more sales opportunities with less support.

Other than that, you can ask your operators to make the most out of features like operator to operator chat. It helps your operators to avoid reaching out to other team members personally and save more time. Plus, they’ll get to spend more time on taking up new chats. In short, this feature will help you to make your chat operators more productive.

4. Taking Time to Get Back to Original Task

This may sound very much like confusing the customer issues while managing multiple customers via chat. But it isn’t.

Understand this, a chat operator is not only handling multiple customers at the same time but also taking care of various other issues.

Even if they have one chat going, they have to perform different other activities while providing support. These can be inclusive of:

  • Taking a look at the service for reference
  • Taking a look at the inventory just in case the requested product is in stock
  • Opening a separate window to take a look at the knowledge repository before approaching the tech department for help
  • Checking online for better references on how to handle certain issues without escalating them to a support ticket

All these activities and more make it difficult for the operators to:

  • Respond faster to customer issues
  • Avoid missing out on chat opportunities

More importantly, getting back to their original task (giving real-time support) becomes one of the biggest challenges for operators.

5. Witnessing a Drop in Customer Satisfaction

One of the biggest nightmares a chat operator can come across is to see a drop in customer satisfaction rate or getting ‘a not-so-good’ review once a chat comes to an end.

This can lower their morale and impact their productivity. Both dissatisfied customers and unproductive operators due to negative reviews is not something your business can take on at the same time.

Well, a drop in customer satisfaction could be the outcome of all the challenges a chat operator faces when managing multiple customers. But that doesn’t mean there aren’t any solutions to the challenges faced by operators.

How to Manage Multiple Customers: Small Operator Handbook


This section is divided into three broad categories. You can see them as stages too. All focus on helping chat operators manage multiple customers at the same time. However, each stage consists of multiple suggestions that you and your operators can implement to manage multiple customers during chat support better.

I. Set Your Plan in Action

Stage one explores what your operators and admin can do to manage multiple customers at the same time. These measures will help your operators handle multiple clients even when its the holiday season and offer the best possible experience to an individual customer and business prospects.

So, let’s get started!

1. Understand Customer Needs & Set Expectations

A very important aspect of customer support is to know your customers in advance. And tools like live chat, make it happen for the support reps. However, if the correct features aren’t put to use at the right time and that too consistently, chances are that operators would feel under-prepared.

So, here is a list of features that can help you understand your customers better and set expectations accordingly.

☝ Pre-chat Form

The first feature that I personally feel gives a hunch to operators on what the problem could be is pre-chat form.

With a pre-chat form, operators get the perfect opportunity to:

  • Understand the customer,
  • Who they are,
  • Why did they approach for help,
  • And What solution operators can probably offer in different scenarios

Pre-chat formsWhat’s more, it helps you filter potential business and spam ids effectively. That means your operators get to save time by not getting in touch with visitors who do not seem promising for the business. In short, your operators get to know the customers better. And, that’s a good start for your operators dealing with multiple customers online.

☝ Visitor Monitoring

The next feature that tops my list is real-time visitor monitoring. You get to learn a lot about the visitor. What’s more, it helps your operators understand whether the visitor browsed your website with a purchase intent or not. And that’s not all.

visitor-monitoring-for-customer-supportOperators can even identify patterns among existing customers and see what they have come looking for at your website. This helps them never miss out on upsell and cross-sell opportunities effectively.

☝ Chat History

Finally, in this list of features, I’d like to mention chat history. This simple feature itself gives your operators a good amount of information that they’ll need to understand customer pain-points and how they can set expectations without offending the customer.

The information they can get hold of includes:

Which operator did the customer have a chat with during their previous experience with the brand
What product did they end up buying during their last support experience
How long did it take for the support rep to resolve their issue
Which links did the customer visit during their previous visit to the website

And, the list can go on.

These features give you the opportunity to understand the customer’s behavioral patterns. These allow your operators to set service expectations for the customers and sometimes even exceed them efficiently.

2. Use Knowledge Base to Tackle Frequently Asked Questions

According to ProProfs, the integration of
knowledge base with live chat
can result in
up to 80% of the drop in
customer support tickets.

Tweet this

Well, that’s probable because the integration makes it possible for you to answer some of the frequently asked questions before the customer initiates a chat. For example, Amazon right now has a separate FAQ section during the Covid-19 scare for its customers.

Knowledge base to tackle FAQsThis way they avoid taking chats for frequently asked questions and still generate awareness about their services effectively.

This is an amazing way to keep those customers satisfied who’d like to find self-help articles to save time and arrive at a decision hassle-free.

Once integrated, the customer will get to see a list of relevant articles according to the specific page inside the chat window. Thus, helping you reduce work pressure on your support operators while managing multiple clients and getting the best out of their productive time.

3. Use Canned Responses to Never Make Your Customers Wait

I believe that next in line to help you set your plan in action is the use of canned responses

This is one of the easily found features but very helpful to operators. That’s because this feature helps them carry out multiple conversations at the same time.

Caution: Do not overuse the feature to the limit where the customer gets a vibe that they are probably talking to a bot.

You can create a canned response template for multiple questions. Basically, if you do not get a knowledge base integration, then the next best option for you to manage frequently asked questions is the use of canned responses. These would look something like this:

Canned responses for good customer serviceThe use of canned responses helps your operators to manage multiple customers as they:

  • Never have to respond to the same question again
  • Reduce their typing effort
  • Reduce customer wait time
  • Provide instant answers
  • Create constant engagement between your brand and customers
  • Improve their efficiency as support operators

4. Think About Proactive Engagement

Another way to set your plan in action is to think about proactive engagement and support for your customers.

Even when you are handling multiple customers via chat and might be a few seconds late to offer an answer to customers, this practice might become the saving grace for your operators and brand.

“Customers love it when the brand approaches them
before they do with their problem.”

Tweet this

That means if your operators initiate a chat with your customers on the basis of their website behavior, then they have a better chance of keeping your customers satisfied and delighted with your services.

My reason for suggesting this step is to let you know that the customers appreciate it when brands try to go the extra mile for them. And if you end up doing that, then there are chances that your customers would never leave.

II. Integrate Third-party Tools to Create Your Support Ensemble

In this stage, we’ll discuss how third-party tools can help you create your own support bundle. That means your operators can easily avoid missing out on support opportunities and thus keep multiple customers delighted at the same time.

Let me remind you, we’ve already discussed one of the core customer support integrations, which is Knowledge Base. It helps you reduce support tickets and, at the same time, helps your operators reduce their work pressure.

Other than that, we have three more integrations to talk about. So, let’s take a look at them below!

1. Integrate Popular CRMs to Explore Upsell Opportunities

Live chat providers like ProProfs offer their users the option to integrate with third-party tools. One of the finest examples of that is the seamless integration with customer relationship management tool.

You can integrate your favorite CRM tool with ProProfs Chat in seconds. You get options like Microsoft Dynamics, Salesforce, SugarCRM, and more to integrate with the live chat software.

ProProfs live chat integration with CRMLet’s take Microsoft Dynamics integration with live chat as an example. The two (when combined) help you:

  • Understand previous and existing patterns of your customers
  • Capture details of potential customers
  • Track purchasing patterns and identify upsell opportunities

With access to all this data, your operators get the option to personalize the live chat experience for individual customers efficiently. And that helps your customers pay less heat to other irrelevant issues and factors. In short, your operators get a better opportunity to create the best possible experience for your customers.

2. Integrate Help Desk to Never Miss a Support Opportunity

Another integration that can help operators handle multiple customers at the same time is that of the help desk software.

Just in case your operators miss out on a chat or have an issue at hand that not only consumes time but also needs to be escalated to the technical teams, then integrating live chat with the help desk is the perfect solution to all.

In case operators miss out on a chat in their absence, they can find it as a ticket in the help desk software. In short, getting the opportunity to reach out to a customer along with a solution to their problem.

III. Understand Your Operator’s Limit to Handle Multiple Customers

This is one of the crucial stages that you and your support admin should look into. It is important to understand how many chats a customer support rep can actually manage.

You can determine this by keeping track of their individual report. Exactly, their individual reports and timesheets can help you understand their limit to manage chats. But do make sure that you do not end up putting more pressure on the one who has been performing well for a while and receives great reviews from your customers.

Instead, you can set an example of that chat operator. Let your operators learn about the practices that particular operator followed on how to manage multiple customers at the same time and ensure that every individual was delighted with the company’s services.

And once you see their reports after training, you can go back to the chat settings and based on their performances you can set their chat limit that they can comfortably manage.

Closing Thoughts

Managing multiple customers can be quite a challenge in itself for operators as they may not know the temperament of the customer. Plus, some of the customers can turn out to be confused, indecisive about a product, which may make them impatient for an answer during an ongoing chat.

Just imagine the combination of such customers coming together for support. Even your operators can flip out, and it can get worse if they are handling way too many of them.

That’s why you need these measures in place to help them manage multiple customers at the same time.

Now that we’ve seen how to manage multiple customers at the same time, let’s take a look at some of the frequently asked questions below.

What is a Good Practice When Working With a Customer On-site?

Try reading between the lines. It means you should understand the customer’s intent to visit your website and ask for help. That way, you can provide a better support experience, one that stays with them for a long time.

When is it Appropriate to Interrupt a Customer?

Just in case you are handling an irate customer or an impatient one, it is important for you to predict what they plan to say next. That is only possible if you have a live chat that shows your operators what the customer is going to type next. This gives them more time to seek an opportunity where they can ask a counter-question to get a better understanding of the customer’s pain-point.

Otherwise, I would say do not interrupt the customer until and unless they haven’t kept their point first. This will give them the satisfaction that they were heard first and can expect an accurate solution to their problem. 

How to Say no to Customer’s Requests or Demands?

There are various ways to politely decline or say no to a customer’s request or demand. To help you do that effectively, we have prepared a list to help you out. Read our blog on how to politely say no to customers along with real-life examples.

How to Keep Track of the Client’s Information?

You can keep track of your client’s information by integrating your live chat software with a CRM platform or via their chat history with your brand. These two will help you track their previous interactions with the brand and their pains-points. Thus giving your operators an edge and helping them create a personalized experience for each individual customer.

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About the author

Riddhima has more than five years of experience in SaaS software and customer service verticals. She is passionate about studying the customer success journey and has a deep understanding of how organizations can leverage customer support tools such as live chat software for maximum success. In her free time, she enjoys traveling for food, reading fiction, and watching Netflix.

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