Tickets & Conversations

Envigo
Member

Capture email when chat status is away/offline

SOLVE

Hi there,

On our website we are using a chatbot to ask users a few questions to figure out what they are interested in. After responding to those questions we ask for an email then pass along the chat to a member of the inbox.

 

If the members of an inbox are away or out of nomral hours AND we are using a chat bot, can we capture an email and send this along so that our team members can follow up when they are available again?

 

 

0 Upvotes
1 Accepted solution
Olivia_Bagnall
Solution
Guide | Platinum Partner
Guide | Platinum Partner

Capture email when chat status is away/offline

SOLVE

@Envigo Happy to help here! 

 

I would proceed in this way:
1) Set the bot to appear 24/7
2) Once you have asked all the questions in the bot, use the 'Send to Team Member' action to try to send it to the team. At this stage, if they are all marked as away, or if it is outside of business hours then the bot can show an away message. 

 

Screenshot 2022-05-10 at 18.04.32.png

 

I do hope this helps! 






 

 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

Olivia Bagnall
Platinum HubSpot Partner | HubSpot Specialist | Community Champion
BA°SKEY

Book a meeting

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View solution in original post

4 Replies 4
Olivia_Bagnall
Solution
Guide | Platinum Partner
Guide | Platinum Partner

Capture email when chat status is away/offline

SOLVE

@Envigo Happy to help here! 

 

I would proceed in this way:
1) Set the bot to appear 24/7
2) Once you have asked all the questions in the bot, use the 'Send to Team Member' action to try to send it to the team. At this stage, if they are all marked as away, or if it is outside of business hours then the bot can show an away message. 

 

Screenshot 2022-05-10 at 18.04.32.png

 

I do hope this helps! 






 

 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

Olivia Bagnall
Platinum HubSpot Partner | HubSpot Specialist | Community Champion
BA°SKEY

Book a meeting

If you need further help with anything, please don't hesitate to book a call above


Envigo
Member

Capture email when chat status is away/offline

SOLVE

Greetings,

Thank you so much for this reply. It makes sence to me for the most part.  I have set the channel availabity to 24/7 as seen in the screenshot.  My one point of not undertstanding is, if the inbox is set up for 24/7 availiabty how will i set office hours? Will the away message only display if the team set their individual status as away? Or am I not understanding the difference between the bot availabity and chat availabity?

 

Thank you,

Danny

Snag_4318e660.png

0 Upvotes
Envigo
Member

Capture email when chat status is away/offline

SOLVE

Hey there,

If there are some expert coming on to this I will explain as best as I can so hopefully it makes sense.

 

We have two chats on our website. One bot and one live chat.

 

When the live chat is active you can chat with two people and this works well, as you know. When those people are away they you get a message as seen below.  This is wonderful because it allows us to capture people during offline time or when our experts are away and follow up later.

Screen1.png

 Moving on to our problem chat.  It is controlled via a bot because we have a few questions we need to ask to route the user to the correct team member. When they are both available the chat works well however if they are away, that is when the problems start. I have been trying to figure out how to check the status of the responders within a chatflow however I argue that if a responder is away or offline the chatflow will never run to begin with. As seen in the screenshot below it won't allow me to type anything:

Snag_166203aa.png

If there is a way to ask a question or two to understand the needs of the user AND allow for offline/away messages to be left that would be perfect. We are looking for an email to be requested via the bot such that when the responders return they can follow up.  

 

Everything I am seeing tells me that if a status is away it will supersede any conditions in a chatflow and cause it not to run at all. Our responders are EU based so their timezone is a bit off to begin with.

 

Thank you,

Danny

kvlschaefer
Community Manager
Community Manager

Capture email when chat status is away/offline

SOLVE

Hi @Envigo,

 

Thanks for reaching out to the Community!

 

I would like to add some experts to our thread.

Hi @Olivia_Bagnall@Kevin-C@warrendavey@StefaniUAT@TrujayJay - Do you have any tips for @Envigo?

 

Thanks!

 

Best,

Kristen


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