Mark As Done Template
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.
- Step 2: Create your template
- 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."
- 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.
- 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.
- Search for templates by entering the template into the "Search" box.
- 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.
- After the Agent marks it as done, the description will appear in chatlog as the image below.
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