Tips, Tricks & Best Practices

VG13
Member

Can you create an offline bot to accept messages when all agents are away?

SOLVE

I am currently using the Hubspot free plan, and was wondering if it's possible to set up an offline bot that can accept a message when all team members are away?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can you create an offline bot to accept messages when all agents are away?

SOLVE

Hi @VG13,

 

Yes, under Settings > Inbox > Inboxes you should see your chat. By hovering your mouse over it, an Edit button should appear and you should see a Configure, Availability and Tracking code tab. Under Availability, you can specify the default offline behavior:

 

karstenkoehler_0-1671600041802.png

 

During this time, contacts can still submit messages but will see whatever you define here.

 

Additionally, under Menu > Conversations, when you edit your live chat, in the Build step you can also specify that you'd like to capture the email right at the start so you can more easily follow-up with contacts:

 

karstenkoehler_1-1671600103863.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can you create an offline bot to accept messages when all agents are away?

SOLVE

Hi @VG13,

 

Yes, under Settings > Inbox > Inboxes you should see your chat. By hovering your mouse over it, an Edit button should appear and you should see a Configure, Availability and Tracking code tab. Under Availability, you can specify the default offline behavior:

 

karstenkoehler_0-1671600041802.png

 

During this time, contacts can still submit messages but will see whatever you define here.

 

Additionally, under Menu > Conversations, when you edit your live chat, in the Build step you can also specify that you'd like to capture the email right at the start so you can more easily follow-up with contacts:

 

karstenkoehler_1-1671600103863.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.