What is this feature and why you should use it.
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.

Who can use this feature?

Table of Contents

• Prerequisites [10 Minutes]
  • Step 1: Log into Talkative
  • Step 2: Create a new widget
  • Step 3: Make the template blank
• How to enable Scheduled Interactions [5 Minutes]
  • Step 1: Log into Talkative
  • Step 2: Access scheduled interaction settings
  • Step 3: Enable Scheduled Interactions
• Frequently asked Questions (FAQ's)

Prerequisites [10 Minutes]

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

• Log into the Talkative platform using one of the following URL's:
  • EU Login
  • US Login
  • AU Login

Step 2: Create a new widget

• Open one of the following URL's to access the new widget config
  • EU Config
  • US Config
  • AU Config
• 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

• Log into the Talkative platform using one of the following URL's:
  • EU Login
  • US Login
  • AU Login 

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