2.4.3 Post-Chat

Step-by-Step Instructions

1. Go to your system CloudCX installation domain, and log in with the admin account.

2. From the left navigation menu, go to Omni Widget > My Widget. Select a Widget from the My Widget drop-down list.

Open

3. Go to Web Chat > Post-Chat.

Open

4. In the Post-Chat page, you can do the following:

• Turn on the Post-chat toggle key to enable the Post-chat window.

• Enter a Greeting Message which will display at the top of the Post-chat Window.

• Set visible and required fields. For the custom fields, you can find more details from 2.4.3 Post-Chat | Add Customize Fields.

• Click Save.

• (Optional) Click Live Preview button to preview.

Now you have set up your post-chat survey window. Your visitors can rate your agents’ chat performance after the chat.

Add Customize Fields

You can add custom fields to collect visitor’s survey based on your business needs.

Step-by-Step Instructions

1. Click + Add a field.

2. 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.

3. After creating a new field, you will enter Add a Post-Chat field page. In the Add a Post-Chat field page, you can do the following:

• Select an existing field or create a new field in the Field Name.

• Input a display name in the Display Name.

• Turn on the toggle keys to enable the Visible and Required.

• Click Save.

• (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.

4. The custom field has been added, you can drag and drop the custom field to reorder it.