How to organize chats by custom values

You can create custom values that operators can assign to closed chats during the post-chat procedure.

  1. Create custom values, as follows:
    1. From the main menu of the operator client, go to Setup > Account Setup > Chats > Chat Custom Field (1 or 2)
    2. Click New.
    3. Name the new value and save your changes.

      The new value is available as a list item in the Custom (1 or 2) field at the top of the chat area.

  2. The operator is now able to assign the value to a closed chat using the Custom (1 or 2) field.