3.5 Automatically send a pre-defined message
You can set up a pre-defined and personalized message sent to the visitor once a chat is started. Each agent can customize their auto-greeting message.
Step-by-Step Instructions
Go to your system
CloudCX installation domain
, and log in with the agent account.Click Preference Settings in the top right corner.
Go to WebChat > Automatically Send tab, you can do the following:
Select the Automatically send a pre-defined message after a chat request is accepted check box.Â
The system automatically sends a greeting message to your visitor once the chat gets started. You can edit the wording and insert macros to make a more personalized greeting.
The visitor’s name in the pre-defined message will use the visitor’s name captured by the system; if the system did not capture the visitor’s name, the pre-defined message will use the false name automatically assigned by the system.
Select the Automatically close the chat window check box and set a time.
If the chat ends, you need to input and save Wrap-up within the set time, then the chat window will automatically close once the set time is reached.
Select the Automatically send a pre-defined message if message does not respond check box and set a time.
If you do not reply to the visitor message within the set time, the system will automatically send a message to your visitors. You can edit the wording and insert macros to make a more personalized greeting.
Select the Automatically send a pre-defined message if visitors does not respond check box.Â
If the visitors do not reply to your message within the set time, the system will automatically send a message to your visitor. You can edit the wording and insert macros to make a more personalized greeting.
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