Live online · 2 × 4.5 hours · with Daniel Ord

Live Chat for Managers

Live chat succeeds or fails on the same things as a phone queue: resourcing, service levels, routing, workflows and the right metrics.

This course shows the leaders accountable for chat how to plan, staff and measure it with the same discipline, whether you’re launching the channel or lifting its performance.

  • Led by global expert Daniel Ord
  • For managers, not agents
  • Vendor-neutral

Trusted by leading organisationsHundreds of businesses, from local councils to national brands, have chosen CX Skills to upskill their teams. See who we’ve trained

  • 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

What’s in it for you

Run live chat like a well-managed queue

Many organisations add chat without the planning they’d give a phone queue, then wonder why wait times, abandonment and quality drift.

You’ll leave knowing what your chat channel is for, what customers expect from it, and how to staff, route and measure it to deliver both.

  • Clear objectives for the channel
  • Right-sized staffing and concurrency
  • Metrics that show what’s working
Live Chat for Managers training course

Set clear objectives

Decide what chat is for: service, sales, deflection or a blend.

Meet customer expectations

Design chat around what customers expect from the channel.

Staff it properly

Plan resourcing and concurrency with the discipline of a phone queue.

Route and escalate well

Segmentation, routing and escalation pathways that work.

Support your agents

Knowledge management and quality that keep answers consistent.

Measure what matters

Service levels, wait times and KPIs that tell the real story.

The course

Three modules, one Customer Access Strategy

Live Chat for Managers runs over two live 4.5-hour sessions: nine hours on the objectives, customer expectations and operating model behind a high-performing chat channel.

You’ll work through case studies, group discussion and practical exercises, applying each module to your own chat operation as you go.

It applies proven contact centre principles that work in any organisation, whatever your size or sector. It doesn’t cover choosing or configuring chat software.

  • 2 × 4.5 hoursTwo live sessions, 9 hours
  • Live onlineVia Zoom, join from anywhere
  • For managersFrontline chat skills are a separate course
  • Vendor-neutralWorks with any chat or messaging platform

What’s covered: three modules

Modules 1 and 2 set the direction; Module 3, where most of the time goes, turns it into your operating model.

Module 1

Your objectives for live chat

Be clear on what you want the channel to achieve before you optimise it.

  • Improving CX, reducing cost, deflecting calls or generating leads
  • Where chat fits in your overall contact strategy
  • Documenting and aligning chat to business goals
Module 2

Customer expectations for live chat

Deliver the experience customers want, not just internal KPIs.

  • How chat expectations differ from phone, email and self-service
  • Service levels that balance satisfaction and feasibility
  • Designing the chat experience around customers
Module 3

Your Customer Access Strategy for chat

The hands-on core of the course, bringing Modules 1 and 2 together.

  • Segmentation, routing and escalation pathways
  • Staffing, concurrency and knowledge management
  • Reporting, and what to refine or reinvent

Choose how to take part

Run it privately for your leadership team, or join the wait list for the next public class.

Private team course

Your team only, live online

  • Discussion focused on your chat operation
  • Align managers, WFM and QA in one program
  • Live online, on dates that suit you
  • Minimum 4 participants
Talk to us about your team

Wait list for a public class

Join leaders from other organisations

  • 2 × 4.5-hour live online sessions
  • Runs once enough people join the list
  • We’ll contact you when a date is set
  • Save 15% when you book 3 or more
Join the wait list

Choosing or changing live chat software? Compare providers in the CX Supplier Directory

Daniel Ord

Daniel Ord

Global contact centre and CX trainer

  • 50,000+participants trained worldwide
  • 40+countries
  • 4.9/5average course rating

Meet your trainer

Learn from one of the world’s most respected contact centre trainers

Daniel Ord is one of the world’s most respected trainers in customer experience and contact centres, with 30+ years in CX and contact centre leadership.

His programs blend practical management know-how with clear, human delivery that teams actually use the next day. He has delivered workshops in more than 40 countries.

  • Certified Customer Experience Professional (CCXP)
  • ICMI Certified
  • Net Promoter Certified practitioner
  • Judge of major CX and contact centre awards around the globe
  • A familiar face on conference stages and podcasts
  • Born in the US, two decades in Singapore, now based in Germany

See Daniel’s profile

★★★★★
I’ve attended a lot of CX and Customer Service Training throughout my career and I can say hands-down that Daniel is an exceptional facilitator.
Verity PetersonHead of Customer Service Support & Excellence, City of Casey
★★★★★
Daniel covered a range of essential topics that have fundamentally changed the way that I think about performance, and measuring performance, in my Contact Centre.
Hayley AdamsSenior Manager, Residential Customer Service, Aussie Broadband
★★★★★
Daniel was a standout—highly experienced, knowledgeable, and genuinely a pleasure to listen to.
Alice BeamentSoftware Experience Manager, IMDEX Ltd

Getting sign-off?

Everything your manager needs, in one PDF

Download a four-page fact sheet with the outcomes, modules, format, price and options, ready to forward or attach to an approval.

Who it’s for

Who is Live Chat for Managers for?

Leaders accountable for the performance of live chat, SMS or messaging, whether you’re launching the channel or improving it. Not the agents who chat with customers.

Contact centre managers

Running chat alongside phone, email and other queues.

Team Leaders and supervisors

Managing chat or blended teams and their performance.

WFM and resource planners

Building staffing models for concurrency and service levels.

CX and service designers

Fitting chat into the wider customer journey.

Quality leads

Designing scorecards and reviewing chat quality.

Leaders launching chat

Planning and standing up a new chat channel.

Training the agents who chat with customers? See Live Chat Customer Service

Backed by ACXPA

Want to learn from the people who set the benchmarks?

CX Skills is the official training partner of ACXPA, the organisation that defines the Global Contact Centre CX Standards and publishes the Australian Call Centre Rankings. Your managers learn to run their centre against the same benchmarks call centres are measured on.

  • Many CX Skills courses are ACXPA certified
  • Management frameworks grounded in the benchmarks used to rank call centres
  • Delivered by practitioners who’ve run both small centres and large-scale operations

ACXPA membership

Want to save $299.25 on this course?ACXPA members pay $897.75, not $1,197, plus a year of benchmarks, tools and live expert support

Whether or not your managers book a course, ACXPA membership gives each of them their own login to a practitioner-built, vendor-neutral platform of tools, benchmarks, templates and training, plus live access to experienced practitioners every fortnight, so they’re never making the big calls on their own.

  • 50+hours of live expert access a year
  • 65+tools, templates and resources
  • 18calculators
  • 25%off CX Skills live public courses

Plus member tools built for the work managers actually do

WFM Hub

Nine planning tools, including Erlang staffing and service level simulators, an Interval Planner and a Shrinkage Calculator.

Call centre rankings reports

Monthly, quarterly and sector reports from the Australian Call Centre Rankings, tracking 48+ metrics.

Diagnostics

A Contact Centre Maturity Tool across seven weighted domains, a 17-dimension Customer Service Health Check and a 42-question CX Maturity Audit.

QA tools

QA Sample Size and Advanced QA calculators, plus the QA Sampling Benchmark to compare your sampling by sector and size.

Agent Performance Matrix

Plots every agent on quality versus productivity, so you can see where each team’s coaching effort should go.

Call Centre Hub

The operational toolkit for running a modern contact centre, including a business continuity plan template and manager and Team Leader job descriptions.

An ACXPA Individual Membership is $197 ex GST a year, and Business Membership starts at $497 for a team of five, under $100 per person.

Every member gets 25% off CX Skills live public courses: one person on this $1,197 course saves $299.25, more than the cost of an Individual Membership.

Why learn with Daniel

Why teams choose Daniel Ord

Daniel has spent decades helping organisations around the world lift service, and his courses are some of our most highly rated.

Every session is live and interactive, with real examples, practice and plenty of room for questions.

A global perspective

50,000+ people trained across 40+ countries, so your team learns what works worldwide.

A proven format

A course refined over many years and delivered the same way every time, so the results are consistent.

Practice, not theory

Real examples, exercises and discussion, so skills are ready to use on the very next customer.

Your challenges, discussed

There’s always time to talk through the situations your team faces every day.

Engaging online

Two half-day sessions that keep people involved and fit around rosters and service levels.

Recognised credentials

CCXP, ICMI Certified Associate and Net Promoter Certified, and a regular keynote speaker worldwide.

Reviews

What participants say about Daniel

Verified reviews from leaders who’ve trained with Daniel Ord at CX Skills.

4.9

374 verified reviews across all CX Skills courses

Read every review
4.9

Daniel Ord’s training · 146 reviews

5.0

On Google · 39 reviews
Independently verified

View all testimonials

FAQs

Live Chat for Managers FAQs

The wait list, pricing, content and who the course suits.

Still have questions? Get in touch
Who should attend?
Leaders accountable for the live chat, SMS or messaging channel: contact centre managers, Team Leaders, WFM planners, CX designers and quality leads. It suits people launching chat and people improving an existing channel.
Is this course for the agents who use chat?
No. This course is about running the channel, not chatting with customers. For frontline chat skills, see Live Chat Customer Service.
How does the wait list work?
We run a public class once enough people have joined the wait list. Join the list and we’ll contact you when a date is set, before tickets go on sale. There’s no cost or commitment to join.
Can we run it privately for our team?
Yes. A private course runs live online on dates that suit you, for a minimum of 4 participants, and discussion can focus on your own chat operation. Talk to us about your team.
Does the course cover chat software?
No. It’s vendor-neutral and works with any platform. If you’re choosing or changing technology, compare live chat software or find a technology consultant in the CX Supplier Directory.
How much does it cost?
Public tickets are $1,197 per person (ex GST). Save 15% when you book three or more tickets, and ACXPA members save 25% on public courses. Private courses (minimum 4 participants) are quoted.
How is it delivered?
Two live 4.5-hour sessions via Zoom with Daniel Ord, with exercises, case studies and group discussion. Daniel is based in Germany, so the course runs online. If you’d like him onsite with your team, talk to us and we’ll quote it, including travel.
What will I leave with?
Clear objectives for your chat channel, an understanding of what your customers expect from it, and a Customer Access Strategy covering routing, staffing, concurrency, knowledge, escalation and reporting.

Wait list and enquiries

Join the wait list, or ask about your team

Tell us if you’d like a place in the next public class or a private course. We’ll be in touch, and there’s no commitment.

Book a callDownload the fact sheet

Prefer the phone? Call +61 3 9008 7287 (Mon–Fri, 8:30–17:30 Melbourne time) or email hello@cxskills.com.au.

Ready to run live chat with confidence?

Join the wait list for the next public class, or talk to us about a private course for your leadership team.