Hey guys,
Curious to know if there's an easy way to build out a custom field which would return a number for daily chats for a customer.
We'd need to send out live chat surveys to customers when they complete a live chat, but only when number of daily chats = 0. As soon as it's 1, and the Customer completes another chat in the same days, the survey shouldn't be triggered with process builder.
Thanks a lot!
2 respuestas
Hey Niccolo,
A chat transcript is a record of a chat between a customer and an agent.
Salesforce automatically creates a transcript for each chat session.
When a chat ends successfully—that is, when the chat is ended by a customer or an agent—the chat transcript is
created as soon as the agent closes the chat window and any related tabs.
We can store the chat transcript count in the case object and we can automate to get the Number of chats for customers.
May I exactly know, when do you want to send the survey, like when daily chats = 0 or as soon as it's 1?
Thanks,
Tanaya
