从 Chat 迁移到消息传送时管理 Chat 触发器



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Aimee Spanier

Zendesk Documentation Team

已于 2025年3月19日 编辑


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22 条评论

Hello Allie,
 
Thanks for reaching out.
 
It seems you're encountering issues with creating a Chat trigger based on the "visitor served" condition.
 
Unfortunately, in the context of messaging triggers, the "visitor served" condition is operational, but the design does not permit the "wait" segment of the trigger to precede the "visitor served" check. This means that as soon as an end user requests a conversation, the trigger is evaluated to see if "visitor served" applies. Since there is usually a delay before an agent responds, the condition is often met and the trigger proceeds through the rest of the conditions.
 
Additionally, when you incorporate a Wait action in a trigger, it is enacted only after all the conditions have been verified and fulfilled. Given that the conditions are not reassessed following the expiration of the Wait period, any subsequent actions will be carried out regardless.
 
Our product team recognizes this shortcoming and is actively exploring enhancements, including potential features to better manage end users' wait-time expectations. I regret that I don't have an immediate workaround for you, but please keep an eye on our announcement page for updates on new feature releases.

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Hi there!

I am having trouble with getting the "Visitor served" condition to be acknowledged with my Messaging Triggers in the Chat dashboard. If the message is assigned to an agent and they have replied, the chat trigger will still send the automated message. Not sure if I am missing anything with my conditions here:

Any help you can provide is much appreciated!

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Olá Guilherme!

Espero que esteja tudo bem com você! Essa funcionalidade está apenas disponível no momento para usuários com a licença Sunshine. A Zendesk lançou o Sunshine para planos Suite recentemente, portanto, se o você tiver um Suite Pro+, ao ativar o sunshine você pode  enviar as mensagens de modelo (Templates) do WhatsApp para seus usuários finais e configurar esse fluxo de trabalho. 

Espero que isso ajude!

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Bom dia, gostaria de saber se a possibilidade dos gatilhos de chat e mensagens também serem acionados no canal WhatsApp, exemplo: Quando todos os agentes estiverem off, encaminharia uma mensagem informando da indisponibilidade.

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Hi Frank,

Once an end-user has been authenticated and their identity has been verified with Zendesk, the end user will not be prompted to provide their name or email address by the messaging bot as part of the default messaging response as mentioned here.

However, please take note of the current limitation we have for end-user authentication in messaging. 

  • Email addresses in Agent Workspace. The email address of the end user will not be visible in Agent Workspace initially. This is also a limitation that we are actively working to remove. We would encourage businesses who wish to view the user’s email address in Agent Workspace to include this data in the JWT payload in order to prevent future development once this limitation is removed, but it is not necessary. Alternatively, you can use external id to surface email address, if the email address is a unique identifier for your customers.

Regarding chat requests, I have created a ticket for you via email to investigate further. Let us continue our conversation from there. 

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What is the logic behind including "customer details" in the chat widget if all our users are supposed to be authenticated? What is the case scenario for this? 

We're also getting chat requests simply when someone logs in - they have not started a chat with us - often we send a response but the users is not intending to chat with us - is there a way to stop Zendesk from triggering a chat message to support?

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Anthony Brantley,

I have created a ticket for you to investigate further. Please wait for my update via email and let's continue our conversation there.

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Hello,

I enabled classic chat but don't have the ability to create a live chat trigger. The only option available is "messaging". Please help, when I originally switched from messaging to chat I had the ability to make a live chat trigger but after I reverted back to messaging and later decided to switch to live chat again the functionality seems to work differently.

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Nos déclencheurs de tchat sont aussi actifs pour la messagerie (WhatsApp, IG). Nous avons suivi les instructions sur l'article du centre d'aide, cependant dans le tableau de bord Zendesk Chat, nous n'avons pas le menu déroulant "Canal" et notre compte a été créé il y a 4 mois. Comment faire ?

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Hello Katrina,
 
Unfortunately, this condition is not available in Messaging. For a complete list of trigger conditions and descriptions, including those that are not available for messaging, see Zendesk Chat triggers conditions and actions reference: Trigger conditions
 
You may create a new post in the Feedback - Chat, and Messaging (Chat) in our community to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.
 
Let me know for further questions!

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