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How do I create templates for webchat?

Templates. Canned messages. Webchat.

You can create message templates for Chat. These messages can be used as canned messages, and may also be used as a welcome message for a message queue.

In your Admin account:

  1. Go to the Settings page.
  2. Go to the Message templates subpage.
  3. Click the Create new button.
  4. Click to select Chat template.

In the Template properties dialog:

  1. Type the Template name.
  2. Type the Template text.
  3. You can insert tags into the template like {agent.name} which will be converted when use. Click the Select template tag from list drop-down to choose a tag.

When ready:

  1. Click the Create button.