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Live Chat for Managers Training Course

$1,097 per person ex GST
Delivered via 2 x 4.5 Hour Sessions

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ACXPA Certified Badge

ACXPA Certified: This course is officially certified by the Australian Customer Experience Professionals Association.

Live Chat Management Training Course Image

Confidently Manage Live Chat Like a Phone Channel

The Live Chat for Managers course is built for leaders accountable for the performance of the live chat function — not the agents using it or the software behind it. If you manage outcomes, teams, or resources across chat, SMS or messaging, this course is for you.

Just like a phone queue, success with live chat depends on resourcing, service levels, CX design, workflows, and meaningful metrics. This course shows you how to apply proven contact centre principles to the live chat channel — and get results.

Delivered over two interactive 4.5-hour online sessions, you’ll build the knowledge, structures and confidence to manage live chat like a pro — whether you’re launching the channel or improving existing performance.

You’ll learn how to manage concurrency, wait times, routing, escalation, knowledge base integration, quality assurance, and reporting — with practical tools and frameworks you can apply immediately.

This course is about setting up your function for success — not learning how to chat. For frontline skills training, check out our Live Chat for Agents course below.

Need to train your frontline team instead?
See our Live Chat for Agents course — perfect for customer service professionals.

Live Chat for Managers Training Course Fast Facts

Confidently manage your live chat channel for performance, scale, and CX success.

This course is designed for managers accountable for the performance of live chat, SMS, or messaging channels — including CX leaders, contact centre team leaders, WFM professionals, and support managers.

You’ll learn how to optimise your live chat operations from a workforce, process, and performance perspective — not a technical or software configuration angle. If you need help choosing chat software, we recommend visiting CX Directory.

Operational Best Practices – Learn how to effectively manage live chat channels with confidence across sales, service, and support.
2 x 4.5-Hour Live Online Sessions – Delivered across two days with practical exercises, case studies, and group interaction.
Measuring What Matters – Understand how to define and track success using meaningful KPIs, concurrency metrics, service levels and more.
Workforce & Queue Management – Learn how to staff, roster and scale live chat effectively — with the same discipline as phone queues.
Real-World Use Cases – Explore how organisations across industries are using live chat to drive both customer satisfaction and business outcomes.
Delivered Live by a CX Expert – Facilitated by Daniel Ord, a global contact centre & CX expert known for his strategic insight and practical delivery.
Private Courses Available – Run this course in-house with your leadership team to support internal rollout or performance uplift.

Course Suitability

The Live Chat for Managers course is designed for leaders responsible for managing, improving, or launching live chat as a service channel.

Whether you're already running a live chat function or just starting out, this course will give you the tools to improve efficiency, measure success, and deliver consistently strong customer experiences — without relying on software vendors or guesswork.

Delivered over two 4.5-hour live online sessions, the content is practical, structured, and grounded in the same operational best practices used to manage high-performing phone channels.

The course is suitable across all industries where live chat, SMS or messaging channels are used to support customers, answer questions, or drive business outcomes.

Live Chat for Managers Course - Suitable Roles

Typical roles that will benefit from this course include:

🧑‍💼 Contact Centre Managers: Overseeing the live chat channel alongside phone, email, and other queues.
📊 Team Leaders & Supervisors: Managing chat teams or hybrid agents, and responsible for performance coaching.
📅 WFM & Resource Planners: Creating staffing models and schedules to support chat concurrency and SLAs.
🧩 CX & Service Designers: Integrating live chat into broader customer journeys and support ecosystems.
📋 Quality Assurance Leads: Designing scorecards, reviewing chats, and improving interaction quality.
💡 Operations Managers: Driving efficiency, outcomes and continuous improvement across digital channels.
🏗️ Leaders Launching Chat: Planning and standing up a new chat channel with confidence and structure.

Designed for Leaders – Delivered Live, Online & Expert-Led

We know online training can feel hit or miss — but when it's purpose-built for engagement and delivered by an industry expert, the results speak for themselves.

The Live Chat for Managers course has been carefully designed for live online delivery, combining strategic insight with practical exercises, real-world case studies, and peer learning opportunities.

Across two 4.5-hour Zoom sessions, you’ll interact directly with facilitator Daniel Ord, work through structured content in real time, and apply what you’re learning to your own chat environment and objectives.

And with flexible online access, leaders can join from anywhere — ideal for distributed teams, hybrid environments, or multi-site operations.

  • ✔️ Live & interactive — no recordings or self-paced content, 100% real-time learning
  • ✔️ Built for managers — frameworks, metrics and strategies, not scripts or soft skills
  • ✔️ Practical & applied — breakout discussions, guided exercises, and expert feedback
  • ✔️ Two-session format — ideal for reflection, implementation, and team-based attendance
  • ✔️ Train from anywhere — no travel, minimal downtime, maximum value

This isn’t a passive webinar. It’s a hands-on, thought-provoking course that gives leaders the clarity and tools they need to run live chat effectively — now and into the future.

👉 Discover more about the benefits of online training >

Live Chat for Managers Online Training

Course Modules

💬 Operational Training for Leaders Who Manage the Live Chat Channel

The Live Chat for Managers course is structured around three core modules designed to give leaders the clarity, tools, and frameworks needed to run a high-performing live chat function.

From aligning internal objectives and understanding customer expectations to building a scalable Customer Access Strategy, each module provides real-world insight grounded in proven operational best practices — not software walkthroughs or vendor hype.

The content is delivered across two live online sessions (4.5 hours each) with expert facilitation, group discussion, and practical exercises to support real-time learning and implementation.

Module 1

Establishing Organisational Objectives for Live Chat

Before you can optimise the live chat channel, you need to know exactly what you want it to achieve. In this module, participants work through their business’s strategic objectives for live chat — whether that’s improving CX, reducing costs, deflecting calls, generating leads, or a blend of these.

We explore how live chat fits within your overall contact strategy and help participants articulate, document, and align the chat function to business goals.

Module 2

Customer Expectations for Live Chat

Success isn’t just about hitting internal KPIs — it’s about delivering the experience your customers actually want. In this module, we explore the behaviours, preferences, and expectations customers bring to live chat, and how those differ from channels like phone, email, or self-service.

This helps leaders design chat experiences and service levels that balance satisfaction with operational feasibility.

Module 3

Developing a Customer Access Strategy for Live Chat

This is where we spend most of our time. In this hands-on module, participants build a detailed Customer Access Strategy that brings together the insights from Modules 1 and 2 — helping them design a live chat operation that delivers real outcomes.

We cover everything from customer segmentation and routing to staffing, concurrency, knowledge management, escalation pathways, reporting and more. By the end, participants will know exactly what to refine — or reinvent — within their current setup.

Need Live Chat Training for your frontline employees?
Our Live Chat for Agents course is purpose-built for customer service professionals who use chat every day — ideal as a standalone course or a perfect complement to this manager-level training.

About Your Trainer

The Live Chat for Managers training course is designed and facilitated by Daniel Ord from OmniTouch International , recognised globally as one of the leading experts in customer experience and contact centre operations.

Daniel has trained over 50,000 participants across over 40 countries and is regularly featured in leading customer management publications and presenting keynote speeches across the world.

Credentials-wise, Dan is a Certified Customer Experience Professional (CCXP), an International Customer Management Institute (ICMI) Certified Associate, a Call Centre Industry Advisory Council Training Partner (CIAC) and is Net Promoter Certified.

Daniel is consistently regarded as the best trainer in the industry with his incredible subject matter expertise, excellent storytelling with real-world examples, a great sense of humour and a clear passion for the industry and helping people achieve success.

So it's not surprising to note that despite all the numerous industry accolades and recognition, it's the Customer Testimonials Daniel is most proud of and you can read a selection of his recent testimonials below.

Daniel Ord – Live Chat for Managers Trainer

Private and Public Training Options Available

The Live Chat for Managers course is available in both public and private formats — giving you flexibility based on your needs, timing, and team size.

We occasionally offer public courses for individuals or small teams to join. If no upcoming dates are listed, you can register your interest and we’ll be in touch when the next course is scheduled.

If you have four or more participants, you can book a private course and choose dates that work best for your team.

A private course allows you to:

  • ✔ Schedule training at a time that suits your business
  • ✔ Keep training exclusive to your team for confidentiality and focus
  • ✔ Tailor discussions to your specific operations, goals, and challenges
  • ✔ Train managers across departments or locations in one coordinated program

📮 Contact us to register your interest or discuss private training options.

Feature Public Course Private Course
Who Attends Open to all companies and individuals Your team only
Learning Environment Hear different perspectives and use cases from across industries Focused solely on your goals, challenges, and operations
Dates & Times Scheduled occasionally — register interest if none available Fully flexible — you choose the timing
Content Standardised curriculum covering core management principles Can be tailored to your business, audience, or strategy
Delivery Method Live online Live online or onsite
Cost Per-person pricing (varies by course) More cost-effective for groups of 4 or more
Best For Managers looking for structured learning with peers from other organisations Businesses wanting a focused, team-wide capability uplift
Minimum Numbers No minimum — register solo or in small groups Minimum of 4 participants
View Public Course Info > Learn About Private Delivery >

Not sure which option is best for your team? Contact us to discuss your goals — we’ll help you find the right fit.

What Participants Say About Daniel Ord’s Training

Daniel Ord has delivered a range of high-impact training courses for CX Skills, consistently earning rave reviews for his depth of expertise, global insight, and engaging delivery style.

From quality assurance and CX strategy to contact centre leadership and customer psychology, Daniel’s workshops help participants rethink how they manage, lead, and deliver outstanding customer experiences — with practical tools and frameworks they can apply immediately.

Trusted by Leading Organisations Across Australia

Hundreds of businesses — from local councils to national brands — have chosen CX Skills to upskill their teams with practical, real-world customer service training.

Australia Post logo City of Casey logo Federal Circuit Court of Australia logo I-MED Radiology logo MECCA logo Taronga Zoo logo Viking Cruises logo Ultra Tune logo

$1,097 ex GST
Per Person
2 x 4.5hr Live Online Sessions

Pricing and Payment Options

Facilitated by Daniel Ord, the Live Chat for Managers course is $1,097 per person (ex GST) for two highly interactive, expert-led sessions packed with real-world frameworks, best practices, and strategic insights.

Public sessions are occasionally available — if no current dates are listed, you can register your interest and we’ll notify you when the next course is scheduled.

💳 Credit card and invoice payments are both accepted.

Prefer a private session for your team of 4 or more? We offer flexible delivery options tailored to your needs — learn more here.

Live Chat for Managers Training Course
💰 Save 15% when booking 3 or more participants in a single transaction.
⭐ ACXPA Members save 25% on all CX Skills courses — including 15 included self-paced courses. Learn More >
🧠 Designed for leaders and managers — contact us to discuss team-based delivery options.
📅 Don’t see a date that works? Register your interest and we’ll let you know when new sessions are scheduled.

Purchase a Ticket to a Public Live Chat for Managers Course

There is currently one public session available for this course. Just click on your preferred session below to purchase tickets instantly.

💳 Secure checkout is available via credit card, or you can request an invoice during the booking process.

🗓️ Can’t make the date below?
No further public sessions are planned at this stage. Click here to register your interest and we’ll notify you when new dates are available.

Got questions about this course?

Want to train your whole team or explore a customised training solution?
Speak with us directly on +61 3 9008 7287 (Mon–Fri, 8:30am–5:30pm Melbourne, Australia) or send us a message.

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Today

August 2025 Live Chat Management Course

Online via Zoom
Price: AUD ex GST

Designed for Managers of the Live Chat/Text Chat channel, the August 2025 teaches the fundamental skills and practices required to manage this critical function across 2 x 4.5-hour sessions facilitated by global expert Daniel Ord.