Setting up a Default Greeting

You may have playbooks that greet your visitors, but what about pages on your site where there aren't any playbooks? This is where a default greeting can be extremely useful! Unlike bot, welcome message, or other playbooks, the default greeting only shows as a widget. It will pop up like a playbook would when the user clicks on the widget.

See the Default Greeting in action.

 

Setting up your Default Greeting.

So how do you set up the default greeting? Easy! Simply click here and you will be brought to this page: 

Here you can set up your online and offline default greetings. Make sure you include a message that will greet general site visitors and welcome site visitors and contacts to your site. When users initiate a chat from this message it will be routed to your main inbox and will be ready for you and your team to answer. 

You can also get a preview of what the default greeting will look like on your site on this page.

Finishing Up!

Turning the widget on to display the default greeting is as simple as the flip of a switch. This switch can be found here!

Finally, similar to a playbook, you can set up hours and targeting for the widget and you can do that here! You can set up the online and offline hours for the widget as well as the site visitors or contacts who you want to display the widget to. 

Now your chat widget is all set and ready to greet customers on your site!


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