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Messenger Settings

in Legacy Messenger Setup
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Published: Sep 28, 2021|Last updated: Jan 25, 2022

Users can access Chat exclusively through the Messenger widget (for information on the Chat setup see our  Chat Guide).

Whether you have this placed on the Help Center or your own site there are a number of options you can set from the Messenger Admin area.

Enable/Disable chat: If disabled Messenger will display just the Knowledgebase search and the submit Ticket options.

Default Chat Department : Set the default department from your  Chat Departments.

Who can use Chat: Set the  Usergroup Permissions you would like to give Chat access to.

Chat Prompt Message: The default message a User sees when they instigate a Chat.

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Chat Options Copy link to Chat Options to clipboard

Here you can define the appearence of the Chat box in the widget.

There are options to set copy for title, description and button text which control the sections illustrated below:

image.png

You can also slect the 'Show agent profile photos option' to display these in Messenger as well:

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Pre-Chat Form Copy link to Pre-Chat Form to clipboard

The pre-chat form options allow you to capture information from Users before a conversation commences. This should help give your Agents a head start on the Chat.

If you simply enable the form without updating any other settings the Users name and Email will be requested (although the fields are not required).

Form Message : Allows you to add an introductory message on the form:

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Chat Fields

Here you can define which fields will be included on the pre-chat form and whether they will be required or optional. You can include the inbuilt Name, Email and department fields here and also any custom fields you've setup in Chat > Fields.

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Note


The name and Email fields will not show for Users who are logged in.

Unanswered Chat Copy link to Unanswered Chat to clipboard

Here we can define how Deskpro behaves if a Chat is left unanswered.

We can set the amount of time before the Chat fails over to the unanswered Chat action:

Unanswered chat time out.png

And then we can set the action to one of the following options:

Just Show BusyCopy link to Just Show Busy to clipboard

This will show a busy message to the User as a message in the Chat. By default this will be 'Sorry, no one is online to accept your chat.'

You can edit this by opening up the phrase editor beneath the message preview:

Busy Message.png

Save Missed Chat as TicketCopy link to Save Missed Chat as Ticket to clipboard

The User will see the message below after the timeout:

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If they select yes a Ticket will be created, the properties of which can also be defined in the options below:

Unanswered Chat Ticket.png

Department: The Ticket department the Ticket will be created under.

Subject: There are two options here.

  1. Text set by Admin - Allows Admin to enter a generic subject (by default this will use Ticket from {name} with the name variable).

  2. Use first 5 words of the message,

Direct the User to a New TicketCopy link to Direct the User to a New Ticket to clipboard

The message below will appear in the Chat directing the User towards the new Ticket form:

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next pageMessenger Ticket Form
previous pageProactive Chat Settings

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