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Step-by-Step Instructions
Log in to the Cloudfon CX Panel.
In Go to your system
CloudCX installation domain, and log in with the admin account.From the left navigation barmenu, go to Live Chat Omni Widget > My Widget. Select a Chat Plan Widget from the My Widget drop drop-down list,.
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Go to Web
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Go to the Offline message tab.
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Chat > Offline Message.
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In the Offline Message page, you can choose to use default offline message window
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, redirect visitors to a custom page
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Email Offline Message, Routing rules determine whom your offline messages should be sent to.
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or trigger a flow.
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When you choose Use default offline message window,
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you can do the following:
Set display the team name and
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In the Fields section, click the Add a Field link to add new fields.
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Enter Field name, Display name, select Type, set the Visible, Required if needed, then click Save.
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10. Set the Visible, Required fields to collect the information you need.
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11. Field Layout, you can select ‘Place text label above the input' or 'Place test label on the left of the input’.
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12. If you select Redirect visitors to a custom page, set the Page URL. And you can select whether Open page in a new window/tab.
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13. Click Save.
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agent avatar on the Offline Message window header.
Enter a Greeting Message which will display at the top of the Window.
Set visible and required fields. For the custom fields, you can find more details from https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/49283107#Add-Customize-Fields.
(Optional) Check the box to enable the system to send the offline message by email.
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When you choose Redirect visitors to a custom page, you can do the following:
Input the redirect page URL to the Page URL.
Turn on the toggle key to enable Open page in a new window/tab.
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When you choose Trigger a flow, you can do the following:
Select a flow from the drop-down list. When a visitor clicks your offline chat button, a flow automates this process and provides a more personalized customer service experience. About flow settings, you can find more details fromhttps://cloudfon.atlassian.net/wiki/spaces/CX/pages/58261530/4.1+Task+Bot+Setup.
(Optional) Turn on the Enable input area toggle key to enable input area when a visitor chat with flow.
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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Click Save.
(Optional) Click Live Preview button to preview.
Now you have successfully customized your offline message window. The new settings will take effect automatically and immediately. You can click Live Preview to see how the settings work to your satisfaction.
Add Customize Fields
You can add custom fields to collect visitor data based on your business needs.
Click + Add a field.
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In the New Field drawer, you can do the following:
Input a field name. The field name will display within the platform, will not display to visitors.
Select a type for the new field, the type including Text box, Text area, Radio button, Checkbox, Dropdown list, Checkbox list.
Click Save.
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After creating a new field, you will enter Add an Offline-Message field page. In the Add an Offline-Message field page, you can do the following:
Select an existing field or create a new field in the Field Name.
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Input a display name in the Display Name.
Turn on the toggle keys to enable the Visible and Required.
Click Save.
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(Optional) Click Edit to enter the New Field drawer to edit the field.
(Optional) Click Edit to enter the Fields list to edit or delete the field.
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The fields created by the system can not be modified and delete.
The custom field has been added, you can drag and drop the custom field to reorder it.
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