The latest response from Paul:
Customers are able to access a specific web page that includes chat buttons and links to articles of interest on our support web site (trending issues being discussed on Sage City, some articles written by experts in the field, etc.) They can click on a chat button and begin chatting with our support personnel, just as customers currently can if they were to log onto the Customer Portal. However, pilot program participants' access will be priority.
The install, if they choose to install, creates a short-cut on their Desktop that can, if clicked, merely opens up that specific web page. We ask customers not to share the link with others outside their company, as resources devoted to supporting this pilot are limited at this time. (You are welcome to sit beside them to observe as they use the features.)
The questions they can ask are generally the same as those that can be asked via the chat feature on the Customer Portal, and if there is a need to go more in-depth, they are encouraged to call and a support ticket can be created.
I do not know at this time how long this pilot program will run. That is the same answer I give to customers who ask.