Set Up Welcome Message

1. Access Agent Assist Settings:

• Go to the settings tab.

• Navigate to the 'Agent Assist.'

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1. Enable Welcome Message:

• Locate the 'Set-up Welcome Message' option.

• Toggle the switch to turn on the welcome message feature.

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1. Customize Welcome Message for the Agent:

• In the 'Show Welcome Message for the Agent' section, customize the message with dynamic placeholders.

Example:

Greetings {{first_name}} 👋🏻

Welcome to {{company_name}}.

I'm {{agent_name}}, how can I help you?

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4. Customize Welcome Back Message:

• In the 'Welcome Back Message' section, customize the message for returning users.

Example:

Welcome Back {{first_name}} 👋🏻

I'm {{agent_name}}, how can I help you?

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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"

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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.

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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.

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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.

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