Live chat is a real-time conversation between an end user and an agent, with a related ticket that closes immediately (or close to it) after it is solved.
To configure the live chat conversation style for all tickets, you'll need to create a
trigger that performs the following actions:
- Look for tickets with the status category of Solved and the channel Messaging.
- Change the ticket status category to Closed.
Before you start, read Conversational styles in messaging for an overview of each conversational style.
This article contains the following sections:
Creating the trigger
Use the following procedure to create a trigger that changes the status category of solved messaging tickets to Closed.
To create the trigger
- In Admin Center, click
Objects and rules in the sidebar, then select Business rules > Triggers.
- Click Add trigger.
- Enter Live chat conversational style as a Name for your
trigger.Tip: To help organize your triggers, you can create a category that groups this type of triggers.
- Click Add condition.
- Configure the following two conditions:
- Ticket > Status category > Is > Solved
- Ticket > Channel > Is > Messaging
- Click Add action to configure what happens when the trigger conditions are met.
- Configure the following action:
-
Ticket > Status category > Closed
-
Ticket > Status category > Closed
- When you are finished, click Create.
Now, when tickets have a status category of Solved and are in the Messaging channel, their status category will automatically be set to Closed.
Tip: To apply the live chat conversational style to specific types of tickets, you'll
need to add additional conditions to this trigger.
2 comments
Astrid Jones
How we CSAT apply to a live chat conversational-style ticket? From my understanding, waiting until the ticket is closed will prevent CSAT from being recorded.
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Noly Maron Unson
Hi Esin,
This would be a downside of the live chat conversational style. Since the trigger will automatically close the ticket once it is set to Solved, CSAT will not be offered/recorded. If this is something you do not want for your use case, you can check out Live chat with a returning customer conversational style. This style has a gap between solving a ticket and closing it. This enables the end user to return to the conversation within a set period of time to reopen the ticket or provide a rating before the ticket closes.
Hope this helps.
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