Survey Component: Chat

‍

Configuration Options

Component Type Displays the type of this component.
Label Enter the text to be displayed for the field.
Font Size Set the size of the label.
Height Sets the height of the component in the panel. This value can be entered as a % or in pixels (px)

• Example: Width can be entered as 50% or as 450px.

Width Sets the width of the component in the panel. This value can be entered as a % or in pixels (px)

• Example: Width can be entered as 50% or as 450px.

Padding Sets the padding around the button. This value can be entered as a % or in pixels (px)

• Example: Padding can be entered as 2% or as 5px.

Margin Sets the margins around the inside of the component. The margin can be broken down into 4 sections separated by a space. Each section can be entered as a % or in pixels (px). The 4 sections are the margins for: Top, Right, Bottom, Left.

• Example: The margin can be entered as 5% 5% 5% 5% or as 10px 10px 10px 10px.

Conditions If the condition returns true, then the component will be visible to the user. If condition returns false, then the component will be hidden to the user. If there is no condition specified, the component will always be displayed.

Campaign Select which campaign to be used for the Chat from the dropdown list.

• Note: The campaign selected must have a workflow that supports the Chat.

Name Field Select the field to be used as the customer’s name from the dropdown list.
Email Field Select the field to be used as the customer’s email address from the dropdown list.
Properties to send as message Click on the ‘+’ to add to the list of fields to send to the agent’s screen upon accepting the Chat workitem.
Data Attached Click on the ‘+’ to add the data of the fields selected to send to the campaign workflow.
Set Variables On Success Click on the ‘+’ to add the data of the fields selected to save in the database for reporting purposes if the action is successful.

• Note: For each variable added, an Input field will need to be created with the field name matching the name of the Labels. This field can have a condition of false if it should not be visible to the user.

On Success Select from the dropdown list what should be done if the action is successful.

• Move to Panel Will prompt to specify the panel to move to upon successfully activating the Chat.

Set Variables On Error Click on the ‘+’ to add the data of the fields selected to save in the database for reporting purposes if the action fails.

• Note: For each variable added, an Input field will need to be created with the field name matching the name of the Labels. This field can have a condition of false if it should not be visible to the user.

On Error Select from the dropdown list what should be done if the action fails.

• Move to Panel Will prompt to specify the panel to move to is the action fails.

Save Select save to save the changes made and continue editing.
Save & Close Select save & close to save the changes made and close the survey.
Close Select close to cancel the changes made and close the survey.

When selecting a component that has been placed in a panel, there are 3 icons in the top right corner:

1. Copy The icon on the left will duplicate the component.
2. Move The icon in the middle, picture of a hand, allows you to dragging and drop the component to a different location in the survey.

• Note Drag the component over the component that you wish it to be under.
• You will notice as you hover over existing component that they will have a red border. When you release the button on the mouse your component will be placed right below the one with the red border.

3. Delete The icon on the right, picture of a garbage can, will delete the component from the panel.

‍