Appointment (Web chat)

Owned by Olesya Tantsyura
Last updated: Mar 29, 2024
2 min read

1. Description

It is designed to set up a web chat with a call order form.

It consists of the following elements:

  1. Appointment;

  2. Result page text.

Fig. 1. Appointment tab

1.1. Appointment

Call ordering is configured here.

It consists of the following elements:

  1. Enabled;

  2. Queue;

  3. Communication type;

  4. Duration;

  5. Available agents;

  6. Days;

  7. Show message field;

  8. Show email field.

1.1.1. Enabled

The switch is responsible for displaying a chat with the ability to order a call on the site page, according to the position of the switch:

 - chat is displayed;

 - chat is not displayed.

1.1.2. Queue

Here you select the Queue which will include the numbers of the subscribers who ordered the call.

There is no option to select Inbound Queue or Chat Queues.

1.1.3. Communication type

Here you select the Communication type. It is necessary to determine the resources through which the ordered call will be made.

1.1.4. Duration

Here you select the time interval for the slots.

The following options are available (in minutes):

  • 15;

  • 30

  • 45;

  • 60.

For example, if you choose 15 minutes, the options for making a call will be 10:00, 10:15, 10:30, 10:45, etc.; if you choose 30 minutes - 10:00, 10:30, 11:00, 11:30, etc.

1.1.5. Available agents

Estimated number of Agents online per time unit.

1.1.6. Days

Here you specify the number of days for which the slots will be displayed, including today.  It is possible to set it from 1 to 7 days. Weekends and holidays are displayed according to the settings in the Queue Calendar.

1.1.7. Show message field

The switch displays the field for entering a message in the call order window.

 - field is displayed;

 - field is not displayed.

1.1.8. Show email field

The switch displays the field for entering an email in the call order window.

 - field is displayed;

 - field is not displayed.

1.2. Result page text

Here you can configure the window display that will be displayed after sending a callback request (under development).

It consists of the following elements:

  1. Show default heading and subheading on result page;

  2. Heading text;

  3. Subheading text.

2. Opportunities

2.1. Change to web chat settings

Goal

Change to web chat settings

Goal

Change to web chat settings

Preconditions

  1. Access to the Admin application;

  2. Access to the Chat Gateways section in the Admin application;

  3. Permission to create or edit in the Chat gateways section;

  4. Have at least one Chat Gateway for Web chat or create a new one.

Steps

 

  1. Click on the field you want to change.

  2. Make the necessary changes (the number can be set using the  buttons).

  3. Click the Save button.

Result

Data saved.