How to enable chat recovery and recapture for an agent

How to enable chat recovery and recapture for an agent

Allow an agent to use the recovery and recapture feature.

When agents are unavailable, customers may nonetheless click on a chat button without making real-time contact with an agent. When an agent becomes available, Bold360 can proactively inform them that a customer who wanted to chat is still on the site (this is called recovery) or is filling out a form (this is called recapture). The agent can then choose to invite the customer to chat.

  1. Create or edit an agent, as follows:
    1. In the Web Admin Center, go to Organization > Agents.
    2. On the Agent Management page, select an existing agent or click Create New.

    Result: The New/Edit Agent page is displayed.

  2. On the Advanced Settings tab, select Enable chat recovery/recapture.
  3. Save your changes.