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How to Manage Chat Presets

You can use predefined responses to commonly asked questions and situations.

  1. Understand the typical assistance sessions in your organization.
  2. Create chat and URL presets based on the needs of your organization
  3. Specify whether to make the presets available as tenant specific or public.
  4. (Optional) Duplicate the preset tree structure to manage localized environments.
  5. Send chat and URL presets during an assistance session.

Note: For more information about configuring Chat Presets, see the Online Help.