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(2)In the left navigation bar, go to Omnichannel Omni Widget> My Widget. Select a Widget from the My Widget drop-down list,
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(4)Go to the Pre-chat tab and turn on the Pre-chat toggle key to enable your Pre-chat window.
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(5)If you select Use pre-chat form, set the team name and define Greeting Message, and choose Display agent avatars if needed.
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(7)Click Options, you can select Remember visitor info collected from pre-chat form.
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(8)Click . Then click Save.
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(8)If you select Trigger a flow, when a visitor clicks on your chat button to start a chat, the flow automates basic actions, including collecting visitor info, qualifying leads, routing visitors, and more.
For More settings about Flow, please refer to Flows Setup.
(9)Select your Flow from the drop-down list.
(10)If required, you can also turn on the Enable input area toggle key.
Note: By default, the visitor input area inside the chat window is turned off for the flow. If you want to allow visitors to send content to the flow, you can enable it.
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(11)Click Save.
Info |
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Now you have successfully customized your pre-chat window. The new settings will take effect automatically and immediately. You can refresh your website and see how the settings work to your satisfaction. |