HELP FILE

How to set up a chat button to leverage a department definition

Associate a chat button with a department to allow chats originating from the button to be tagged with department metadata, which can then be used to assign and organize chats.

This feature is part of the Custom Chat Button definition process for both floating and fixed-position buttons.

  1. Using the desktop Operator Client, create a custom chat button definition, as follows:
    1. From the main menu of the desktop Operator Client, go to Setup > Account Setup. The Account Setup window is displayed.
    2. Choose the type of button to create. On the left menu, click Chats > Custom Chat Buttons > New or Chats > Custom Floating Chat Buttons > New.

    The New Custom Button window is displayed.

  2. Save your changes. The settings are applied to the custom chat button definition.
Your Custom Chat Button definition is ready to set as a chat entry point by being associated with an HTML snippet and inserted to a site.

To activate a newly created button definition as a chat entry point on your website, you must paste the HTML code to your site. When editing an existing button, you do not need to paste the code since these settings are not in the HTML code itself, but rather on the BoldChat server.