Create answer template
1. Go to the workplace Studio and open the section Lookups or go to the section Lookups from the System Designer ⚙️
2. Click Add lookup and select Answer example. Set lookup name, for example - Answer templates
Note. Skip steps 1-2 if the lookup was added earlier
3. Open the contents of the added lookup and click Add
4. Specify a Name of the template, for example, Greeting
5. In the Description field, enter the message text that will be filled in the Text input field when this template is selected in the communication panel
6. In the Response template type field, select the template type, for example, Dialog
Answer template added. After refreshing the page, the template will be available for selection in the Communication Agent Panel after page refresh
If you want to use multilingual communications, then after adding the template, you will need to add translations of the template into the required languages.
Add chat process
1. Go to the workplace Studio and open the section Lookups or go to the section Lookups from the System Designer ⚙️
2. Click Add lookup and select Answer example. Set lookup name, for example - Answer templates
Note. Skip steps 1-2 if the lookup was added earlier
3. Open the contents of the added lookup and click Add
4. Specify a Name of the process, for example, Create a case
5. In the Process field, enter the Name of the process (not the title) that should be started
The process has been added. After refreshing the page, the process will be available for selection in the Communication Agent Panel