Collect Customer Info with Proactive Chat Triggers
How can I collect customer information using proactive Chat triggers in Zendesk?
To collect customer information using proactive Chat triggers, you can modify your chat triggers to ask for details like name and email before the chat reaches an agent.
This involves adding a series of actions to your existing proactive chat conditions. Start by sending a personal welcome message, then wait a few seconds before asking for the customer's name. After another brief wait, request their email address. This ensures that agents have the necessary information even when the pre-chat form is bypassed. For more details, check out theoriginal guide.
More related questions
What steps should I follow to create a proactive Chat trigger in Zendesk?
Creating a proactive Chat trigger involves setting up actions to gather customer information before the chat reaches an agent. First, maintain your existing proactive chat conditions. Then, add actions to send a welcome message, wait a few seconds,…
How can I ensure proactive Chat triggers route to the correct department in Zendesk?
To ensure proactive Chat triggers route to the correct department, add a specific action to your triggers. If you use department routing, proactive messages might bypass your existing routing setup. To prevent this, include the action 'set visitor…
Can agents add visitor information from the Chat dashboard in Zendesk?
Yes, agents can add visitor information directly from the Chat dashboard in Zendesk. This feature allows agents to input details about the visitor, which will then be reflected in the chat widget. This can save the visitor from having to enter…
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