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, ask for the customer's name, wait again, and finally request their email address. This sequence helps in collecting essential customer details proactively. For more comprehensive instructions, refer to theoriginal guide.
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…
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…
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…