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Mark As Done Template

by content 06.08.2021

Feature description

  • Determine template for Agent to choose when marking a chat session done.

Instructions

  • Step 1: Go to Done in Live Support, click on Template.


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  • Step 2: Create your template

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- Agent Leader has the accessibility to create the template

- At Mark as done Template, click on “+ Create" to make a new template. Two mandatory fields are “Title" and “Description." 



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  • Step 3: Edit/Delete/Find template.

- Agent Leader has the accessibility to edit and delete templates.

- Click on the Edit icon to edit templates. Click Cancel if you want to cancel this action, click Save when finished.

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- Click on the Delete icon to delete templates. Click Cancel if you want to cancel this delete action. Click Agree if you want to delete.

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- Search for templates by entering the template into the "Search" box.

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  • Step 4: Choose an available template and finish a chat session.

- After choosing an appropriate template, the Agent/Agent Leader can edit the template before finishing a chat session.

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- After the Agent marks it as done, the description will appear in chatlog as the image below.

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