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I would like to configure a chatbot that can collect information form customers, provide answers for FAQs, and if needed either starts a live chat with an agent or create a Helpdesk ticket for a specific team.

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These are the steps that you can follow to do so:


Configuring Live Chat and Chatbot:

  1. Go to the Helpdesk Team's Settings and enable the "Live Chat" feature.
  2. Configure Live Chat Channel:
    1. You can select who will be the operators for your Live Chat channel, usually they are the users of the Helpdesk Team.
    2. From the Option tab you can configure how you would like the notification text and message to appear.
    3. From Channel Rules you can configure the Live Chat button and the Chatbot.
      1. Chatbot: you can configure the Script of your Chatbot and set different actions and responses based on how the customer responds. There are multiple actions that Chatbot can do like:
        1. Show a text.
        2. Ask a question and specify the possible answers.
        3. Ask for an email.
        4. Ask for a phone number.
        5. Forward to operator (live chat.)
        6. Free input (allows the customer to type in text.)
        7. Create Lead for pre-sale activities.
        8. Create a ticket in a specific Helpdesk Team.



   



 


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