Create ReadyCloud Suite contact notes for new Chatra finished conversations
Make the most of chat. See your interactions summarized in ReadyCloud Suite and assigned to an existing contact or customer. Then, create a follow-up Event or Action Alert to keep your new leads engaged and the communication flowing.
Make the most of chat. See your interactions summarized in ReadyCloud Suite and assigned to an existing contact or customer. Then, create a follow-up Event or Action Alert to keep your new leads engaged and the communication flowing.
- When this happens...New Finished Conversation
Triggers when a conversation ends.
- automatically do this...Find Contact
Finds Contact by searching.
- then do this!Create Contact Note
Creates a new Contact Note.
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New Message in Conversation
Triggers when a new message is sent in a conversation by a visitor or an agent.
Try ItNew Finished Conversation
Triggers when a conversation ends.
Try ItTeamRequired
ContactRequired
Try ItTeamRequired
Try It
New Conversation
Triggers when a new conversation is started by a visitor or an agent.
Try ItTeamRequired
Try ItTeamRequired
MemberRequired
Try ItTeamRequired
First nameRequired
Last name
Occupation
Website
Description
Is company
Address typeRequired
Address company name
Address first name
Address last name
Address line 1
Address line 2
Address city
Address region
Address post code
Address country
Address phone
Address email
Address residential
Source name
Source account