Forums/Solutions

Pre-Chat Department Choice List

Błażej Szperliński
posted this on November 08, 2010 07:04 pm

department.pngHey there,

Your clients may need a consult from a specific person or department. Instead of browsing your Contact page, they could simply roll out a choice list, and go straight to chat. Here's how this can be set up:

First of all, you need to have your departments/divisions set up. In LiveChat terms they're called Skills - groups of Operators, who are distinguished from others for certain reasons. In this case, to create separate departments.

1. Log in to your Control Panel. Do it here: https://panel.livechatinc.com
2. Go to the Operators tab.
3. Follow to Skills Management - Create a new Skill - i.e. Sales
4. Add the Operators who you intend to be assigned to Sales

Follow this instruction again, but create a Support Skill. Now you should have two Departments: Sales and Support.

Now it's time to give your visitors the opportunity to know which department is Online, and to contact the desired one.

1. Log in to your Control Panel. Do it here: https://panel.livechatinc.com
2. Go to the Settings, Chat Surveys, Pre-Chat Survey
3. Add a field: Skill
4. Save changes

Once entering chat upon clicking the Chat Button, the Visitor fills out a Pre-Chat Survey. He will now have the ability to roll out a list of Departments (Online or Offline - this will be shown), choose the desired one and start a chat. You will no longer need to keep track of routing your visitors to the specified CSR's!

Be sure to let me know if this was helpful!

 

Comments

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Alex Lozano

This was extremely helpful. 

November 24, 2010 07:17 pm