HELP FILE

How do I copy a touchpoint's configuration?

You can export a touchpoint's configuration and then create a URL-based touchpoint with the same settings.

How to export a touchpoint's configuration

  1. In the Bold360 ai Console, go to Touchpoints > Widgets.
  2. Click Personalize under Floating widget.
  3. Select a knowledge base or URL to see the touchpoint settings.
  4. Click the Export Configuration button to save the configuration to a JSON file.

  5. Save the file.

How to import a touchpoint's configuration

  1. In the Bold360 ai Console, go to Touchpoints > Widgets.
  2. Click Personalize under Floating widget.
  3. Click Add new URL next to the drop-down list.
  4. Enter the customization URL and select File to copy the configuration from the exported JSON file.
  5. Click Choose File to select the configuration file.
  6. Click Save.
It may take a few minutes to import your touchpoint configuration.