Adding a Chat Conversation Template

The procedure below describes how to add a Chat Conversation template.

To add a Chat Conversation Template:
1. Open the Conversation Templates page (Configuration > Routing > Conversation Templates); the following appears:

2. Click Add New; a drop-down menu appears:

3. From the drop-down menu, choose New Chat Template; the following appears:

4. In the ‘Chat Template Group Name’ field, type a name for the template group.
5. In the 'Description' field, type a description for the template group.
6. Under Chat Template, in the ‘Template Name’ field, type a name for the template.
7. Click the 'Data' field to add the template's content.
8. To add additional templates to the group, click .
9. Click Save Changes.