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Follow the instructions below to set up this functionality for your Beesender chat:

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  1. To set up this functionality for your business, simply follow the steps below:

    • Create a new business process in a package that depends on the Beesender package.

    • Add a signal element and configure it as follows:

      • Which type of signal is received? = Object signal

      • Object = Beesender Chat

      • Which event should trigger the signal? =Record modified

      • Changes expected In any of the selected fields

        • Agent

    • The modified record must meet filter conditions, Actions:

      • Agent – is filled in

      • Quantity in Agent (by column User) in Agent in Beesender chat >0

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        • Type = Human

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  2. Add the Read data element and configure it as follows:

    • Which data read mode to use? = Read the first record in the selection

    • Which object to read data from? = Beesender Chat

    • How to filter records?

      • Id = Select an Id parameter from the Signal element

    • What record data should the process read?

      • Agent

      • Contact’s channel name

      • Last Operator (system column)

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  3. Add the Read data element to read the agent’s name:

    • Which data read mode to use? = Read the first record in the selection

    • Which object to read data from? = Contact

    • How to filter records?

      • Id = Select the ‘Last Operator (system column)’ parameter from previous Read data element

    • What record data should the process read?

      • First name

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  4. Add a User task and select Beesender: Text message. Configure it as follows:

    • ChatId – Select an Id parameter from the ‘Signal’ element

    • ClientId – Select a ‘Contact’s channel name’ parameter from the ‘Read data' element from Step 2

    • OperatorId – Select an 'Agent' parameter from the ‘Read data' element from Step 2

    • Text – Insert the message text that you want to send to the user during non-working hours, using the agent’s name, from step 3. For example: "Hello! My name is "+[#Read agent's name.First item of resulting collection.First name#]+". How can I assist you today?"

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