Set Up Welcome Message
Access Agent Assist Settings:
Go to the settings tab.
Navigate to the 'Agent Assist.'
insert
Enable Welcome Message:
Locate the 'Set-up Welcome Message' option.
Toggle the switch to turn on the welcome message feature.
insert
Customize Welcome Message for the Agent:
In the 'Show Welcome Message for the Agent' section, customize the message with dynamic placeholders.
Example:
insert
4. Customize Welcome Back Message:
In the 'Welcome Back Message' section, customize the message for returning users.
Example:
insert
5. Add Button Replies:
Under 'Add Button Reply,' input up to three button options for users to choose from.
Example:
Button 1: "Get Product Information"
Button 2: "Assistance with Orders"
Button 3: "Technical Support"
insert
6. Set Delay in Sending Message:
Specify the delay in sending the welcome message in minutes and seconds.
Example: Delay message by 1 minute and 30 seconds.
insert
7. Add Conversational Labels (Multiple):
In the 'Add Conversational Label' section, create labels to categorize conversations.
Example:
Label 1: "Sales Inquiry"
Label 2: "Support Request"
Label 3: "General Inquiry"
8. Control Welcome Message Display:
Toggle the switch for 'Don't show welcome message if the user's last conversation is less than _ mins' to enable this feature.
Example: Set to not show the welcome message if the last conversation occurred within 30 minutes.
insert
9. Manage Template Messages:
Toggle the switch for 'Ignore Template Messages' to prevent displaying the welcome message if the user responds after a template message has been sent.
Example: Turn on to avoid redundancy if a template message was recently sent.
insert
Last updated