How to organize chats by custom values
You can create custom values that operators can assign to closed chats during the post-chat procedure.
- Create custom values, as follows:
- From the main menu of the operator client, go to Setup > Account Setup > Chats > Chat Custom Field (1 or 2)
- Click New.
- Name the new value and save your changes. The new value is available as a list item in the Custom (1 or 2) field at the top of the chat area.
- The operator is now able to assign the value to a closed chat using the Custom (1 or 2) field.