How to set up department routing via pre-chat requirements
How can I set up department routing through pre-chat requirements?
To set up deparment routing via the live chat window's pre-chat requirements, please follow these simple steps:
1. Go to Admin Panel > Sstem setup -> Departments.
- Configure departments for your account.
2. Go to Admin Panel > System setup > Operators.
- Add/Edit operators and assign them to departments. (If you need an operator assigned to multiple departments, hold Ctrl and click the appropriate departments.)
- Please make sure that view access is restricted to only "Only my department" or "Assign to me + unassigned in my department" views so operators are not able to respond to chats not assigned to their departments
3. Go to Admin Panel > Chat >Chat windows > Select chat window > select Pre-Chat Settings.
- Add "Department list" to be shown on Pre-chat window.
If you would like to automatically assign visitors to departments please follow this article: http://help.livehelpnow.net/article.aspx?cid=1&aid=1702