Contents
- Introduction
- General Information
- Contact Center Configuration Process
- Initial General Configuration
- Inbound Voice and Chat Service Configuration
- Outbound Campaign Configuration
- Email Service Configuration
- Users and Teams
- Overview
- Users
- Forwarding and Voicemail Operation
- Teams
- Agent Dashboard Metrics
- Roles
- Privileges
- Skill Levels
- Help Screens
- Directory
- Scenario Entries
- Scenarios
- Services and Campaigns
- Services and Campaigns Overview
- Properties Tab
- Assignments Tab
- Lists Tab
- Dispositions Tab
- Activity Tab
- Numbers Tab
- Service Level Tab
- Outbound Tab
- Results Tab
- Archive Tab
- Canned Tab
- Email Tab
- Pre-defined Dispositions
- Outbound - General
- Outbound - Calling Hours
- Outbound - Dial Rules
- Outbound - DNC
- Outbound - Diagnostics
- Activity Forms
- Lists
- Tasks
- Call Center Configuration
- General Settings
- Integration Accounts
- Knowledge Base
- Calendars
- Hours of Operation
- State Calling Hours
- Auxiliary Skills
- Audio Treatments
- Shared Voice Segments
- Voicemail
- Omni-Channel Routing
- Chat Settings
- Email Settings
- Quality Management
- Reporting
- Security
- Appendices
Chat
To create or edit chat scenarios, select Chat option from the Scenarios menu. This covers Zendesk live chat as well as Salesforce.com chat integrations. Upon selecting Chat, your screen will be updated as shown.
You can use the right pane of the Scenarios > Chat view to manage associations of chat scenarios with web pages, i.e., to create and edit chat scenario entries.
The Chat screen properties are provided in two tabs: Scenario Entries and Associations. The properties for each tab are described in the following table.
| Scenario Entries tab | |
|---|---|
| List of mobile/web scenario entries | Lists the mobile/web scenario entries where the selected scenario is used. |
| Mobile/web scenario entry properties | Properties of the mobile/web scenario entry selected in the list above. For description of these properties, see section Scenario Entries - Mobile and Web.
You can edit these properties, or define a new entry for the selected scenario in this view. |
| Associations tab | |
| List of associations | Lists all contact resources that are referred to in this scenario, such as skills and services. This may be useful, for example, when you use the same scenarios in several separate environments (e.g., development, testing, and production). |
Chat Scenario Templates
A template is a great place to start if you have not already created a chat scenario, or if you need a quick way to create a new scenario.
The following scenario example (template) is available to support development of chat scenarios:
| Template name | Description |
|---|---|
| Web/Mobile Chat | This scenario can be adjusted to be used for either web or mobile chats. It starts when a customer requests a chat conversation with a contact center. It requests customer data via a web form, and connects a qualified agent. At the end of the chat session, if offers a survey form to the customer, and sends him the transcript. |
To use a template, click the Add from template icon 
at the bottom of the screen.
In the pop-up window that appears, select the desired template to use. Click OK. In this example, the selected template is "Mobile Chat."
Clicking OK will launch the Scenario Builder in a separate browser window or tab (depending on your settings).
The Scenario Builder provides a powerful way to customize the sequence of actions in a scenario. This is where you view the template and customize its building blocks (i.e., prompts) to suit your workflow. The Scenario Builder displays all available building blocks (e.g., Find Agent, Send Message, Connect Chat, etc.) in a list on the left-hand panel of the screen. These represent the actions that could occur during an interaction with a customer, and they are dragged and dropped from the Prompts list on the left onto any area on the scenario panel to the right. To remove a prompt, simply drag it to the left, back onto the Prompts list.
Refer to the Scenario Builder Overview Reference Guide for detailed descriptions of scenario blocks and how to use them.