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Automatically greet your customers with a personalized message from their assigned agent. This feature saves time for agents and makes the customer experience more pleasant and engaging.

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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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