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Chat Preset Administration

You can create common responses to commonly asked questions and situations. Instead of repeatedly typing the same information, you can save a response and use it in other chat sessions.

You can send the presets to end users at the beginning of each session automatically, such as a greeting. You can also automatically populate the presets with information specific to the current session, such as the analyst name.

You can use the following types of presets in an assistance session:

Chat Preset

Identifies a commonly used text response to an end-user question.

URL Preset

Identifies a commonly used URL that the end user can access.

You can localize each chat preset. The chat preset is synchronized with the end-user localization so that the end user receives correct localized presets.

More information:

Create a Chat Preset Group

Search for a Chat Preset Group

Update a Chat Preset Group

Create a Text Preset

Search for a Text Preset

Update a Text Preset

Create a URL Preset

Search for a URL Preset

Update a URL Preset