Scheduled interactions allow agents to book in an interaction with a client in advance. This guide will demonstrate create a new widget to use with scheduled interactions, and how to enable scheduled interactions for your agents.
When using scheduled interactions, its recommended that you create a blank widget with no cards created. This is to reduce confusion once the interaction has been completed.
Step 1: Log into Talkative
Step 2: Create a new widget
- On the setup wizard, click next until the widget has been created.
- Then rename the widget to "Blank Widget for Scheduled Interactions" and click update
Step 3: Make the template blank
- Click "Create a draft from current version" and name it something easy to remember
- Then click edit
- Click standby phase
- Click the bin icon against the basic standby card
- Click card editor
- Click the three dots against the Basic Card and click "Delete card"
- Click "Save Draft" from the top of the page then click "Go Back"
- Click Publish and confirm
- The blank widget can now be used for your scheduled interactions
How to enable Scheduled Interactions [5 Minutes]
To enable scheduled interactions on your portal, follow the below steps.
Step 1: Log into Talkative
Step 2: Access scheduled interaction settings
- Click the 'Settings' tab on the left hand side
- Scheduled interaction settings can be found under the channel management tab on the left hand side.
Step 3: Enable Scheduled Interactions
- Using the "Choose Scheduled Widget" dropdown, select a widget.
- We recommend using the blank widget that was created earlier
- Once you have selected the widget, click "Submit".
- A Scheduled interaction tab will now appear on the right hand side.
Frequently asked Questions (FAQ's)
- Question 1:Why should I use a blank widget?
- Answer: When a scheduled interaction ends, the widget may appear for the customer. Making it blank will prevent this