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Search for a Text Preset

You can search for 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 search for 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 Show Filter.

    Additional fields appear.

  3. Complete the fields and click Search.

    The search limits the list to the information of interest.

Note: You can click the Export button to export the list results to a Microsoft Excel (.xls) file format for use outside of CA SDM.