HELP FILE

Set customer greetings

Set a greeting message for your customers when they start chatting with an agent.

  1. Create a canned message that you want to use as a welcome message. See Canned messages for agents.
  2. Create or edit an agent, as follows:
    1. At admin.bold360.com, go to Organization > Agents.
    2. On the Agent Management page, select an existing agent or click Create New.

    The New/Edit Agent page is displayed.

  3. On the Images and Greetings tab under Chat Greeting, select the message that you want your customers to see when an agent clicks Quick Accept.
    Note: You can also set a Messaging Greeting that you can use with the various messaging services.
  4. Save your changes.