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Create a Text Preset

You can create a chat preset for a commonly used text response to an end-user question When you save a response, you can use it in other chat sessions.

To create a text preset

  1. Select Tools, Chat Presets, Text Preset List from the Support Automation menu.

    The Chat Text Presets List page appears.

  2. Click Create New.

    The Create New Chat Text Preset page appears.

  3. Complete the following fields:
    Tenant

    Specifies the tenant.

    Default Chat Preset for Session Join

    Select to define as the default Chat Preset for Session Join.

    Text Preset Group

    Specifies the text preset group.

    Text Preset Name

    Specifies the text preset name.

    Preset Text

    Specifies the text of the preset.

    Click Save.

    The text chat preset is created.

  4. (Optional) Click Edit to modify the Localized Chat Text Preset List.

    The Update Chat Text Preset page appears.

  5. Click a localization link.

    The Chat Text Preset Localization Detail page appears.

  6. Click Edit.

    The Update Chat Text Preset Localization page appears.

  7. Enter the localized name and text and click Save.

    The localized text for the text chat preset is added.