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| Info |
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The Agent Wrap- |
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up feature allows you to categorize and comment on every chat in the middle or at the end of a chat. Additionally, you can locate chats |
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Step by Step Instructions
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Log in to the Cloudfon CX Panel.
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easily in the archives using wrap-up fields. Agent Wrap-up helps you manage your chats and retrieve chats from any category whenever you need to check them for review, training, and other purposes. |
Step-by-Step Instructions
Go to your system
CloudCX installation domain, and log in with the admin account.From the left navigation menu, go to Omni Widget > My Widget. Select a Chat Plan Widget from the My Widget drop drop-down list,.
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Go to Web-chat
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> Wrap-
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up.
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In the
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Wrap-up page,
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On the Add a Field page, choose the type of field you would like to add and set it as Visible or Required or both.
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you can set visible and required fields. For the custom fields, you can find more details from https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/48824397#Add-Customize-Fields .
Click Save.
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The new settings will take effect immediately. You need not re-paste the web chat code to make the change work. If you are logged in to the Agent Panel, you will need to re-login for the changes to take effect.
Add Customize Fields
You can add custom fields to collect visitor data based on your business needs.
Step-by-Step Instructions
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 a Wrap-up field page. In the Add a Wrap-up 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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