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How to set business hours

Business hours allow you to control the times, days, dates, and circumstances under which your chat buttons are shown to visitors.

Business hours can be set for the BoldChat entities Website and Department.

Department-level business hours and exceptions override website-level business hours and exceptions. Departments without unique business hours and/or exceptions use the same settings as associated websites.

You can also set operator hours to establish an individual operator's availability during a given time range. Operator hours are applied independently of business hours. See How to set operator hours.

Set website-level business hours

Business hours can be set for the BoldChat entity called Website.

To activate website-level business hours, you must create a website definition and then associate it with an HTML snippet. The HTML snippet will also have an associated custom chat button definition or visitor monitoring definition. Your business hours are applied to the button or visitor monitoring insofar as they are associated with the same HTML snippet as the website definition.

  1. Create a website definition, as follows:
    1. From the main menu of the operator client, go to Setup > Account Setup. The Account Setup window is displayed.
    2. On the left menu of the Account Setup window, click General > Websites > New.

    Result: The New Website window is displayed.

  2. Name the website definition.

    This is for your own internal reference and is not seen by visitors.

  3. Select Enable business hours for chats.
  4. Option. To make chat buttons available within business hours even when no operators are available, select Even when no operators are available.

    Result:

    CAUTION: This may result in unanswered chats. Chats may continue to be queued even when no operators are available.
  5. Select the Time Zone used by the From/To time settings.
  6. Set your Standard Weekly Business Hours, which are periods of time (day/time combinations) that reflect your regular hours of operation.
    1. Select the hours between which you want chat to be potentially available, expressed as From/To.

      Outside of this time period, your chat buttons display as unavailable even when operators are available. For example, if business hours are set for 9:00 AM to 5:00 PM, the Chat button associated with this website reference will become available at 9:00 AM (if operators are available) and will be disabled at 5:00 PM.

    2. Select the Days to which the From/To setting is applied.
    3. To set unique hours for the weekend (or any day of the week), click Add period and set the days and time as described above.

    Result: Outside of these time periods, chat is unavailable unless you set exceptions (Enterprise subscribers only).

  7. Option. Enterprise subscribers can alter Standard Weekly Business Hours (opening hours) on specific dates throughout the year, such as holidays or for special events, you can add exceptions under Exceptions by date.
  8. Save your changes.

    Result: The settings are applied to the website definition.

Your website definition is ready to be associated with an HTML snippet. Unless this association is made, your business hours are not applied.

Set department-level business hours

Department-level business hours allow Enterprise subscribers to control the times, days, dates, and circumstances under which chat with the department is available.

Department-level business hours and exceptions override website-level business hours and exceptions respectively. Departments without unique business hours and/or exceptions use the same settings as associated websites.

A department cannot receive new chats outside of business hours, even when operators are available (unless you choose otherwise, as described below) or a rollover department has been designated.

Note: An Enterprise subscription is required.
  1. Create a department, as follows:
    1. From the main menu of the BoldChat Operator Client, go to Setup > Account Setup. The Account Setup window is displayed.
    2. On the left menu of the Account Setup window, click General > Departments > New

    Result: The New Department window is displayed.

  2. Name the department definition.

    This may be seen by visitors.

  3. Click the Business Hours tab.
  4. Select Enable business hours for chats.
  5. Option. To make chat buttons available within business hours even when no operators are available, select Even when no operators are available.

    Result:

    CAUTION: This may result in unanswered chats. Chats may continue to be queued even when no operators are available.
  6. Select the Time Zone used by the From/To time settings.
  7. Set your Standard Weekly Business Hours, which are periods of time (day/time combinations) that reflect your regular hours of operation.
    1. Select the hours between which you want chat to be potentially available, expressed as From/To.

      Outside of this time period, your chat buttons display as unavailable even when operators are available. For example, if business hours are set for 9:00 AM to 5:00 PM, the Chat button associated with this website reference will become available at 9:00 AM (if operators are available) and will be disabled at 5:00 PM.

    2. Select the Days to which the From/To setting is applied.
    3. To set unique hours for the weekend (or any day of the week), click Add period and set the days and time as described above.

    Result: Outside of these time periods, chat is unavailable unless you set exceptions (Enterprise subscribers only).

  8. Option. To alter your Standard Weekly Business Hours (opening hours) on specific dates throughout the year, such as holidays or for special events, you can add exceptions under Exceptions by date. See What are exceptions to business hours? below.
    • Same as website exceptions. The department uses the same exceptions as associated websites
    • Override website exceptions on specific dates. On the dates specified here, department exceptions override website exceptions. Otherwise, the department uses the same exceptions as associated websites.
    • Override all website exceptions. The department uses unique exceptions and ignores all website exceptions.

    Result:

    Tip: When adding exceptions, you may find it useful to copy previously used exceptions (when available). To do this, select Show expired from: and copy expired exceptions.
Remember: A department that serves as a Rollover department cannot receive rollover chats outside of its own business hours.

What are exceptions to business hours?

An exception is valid for one day only. By defining an exception, you override normal business hours. In other words, an exception defines the time when your agents are available to chat on a specific day.

Think of a business hours exception as an exception in your daily routine: You may provide support from 9 AM to 5 PM, but on an exceptional day, like Black Friday, you may want to provide chat support for longer hours. In this case, you can define an exception for that single day by defining your availability, say, from 9 AM to 9 PM.

Similarly, if you have a meeting on November 20, from 2 PM to 3.30 PM and you are not available to support your customers, you have to change your standard business hours by setting two exceptions for the day:

  • One exception for November 20 from 9 AM to 2 PM
  • Another one for November 20 from 3.30 PM to 5 PM

This way, you can let Digital DX, and your customers, know that this is an exceptional day when you are available from 9 AM to 2 PM and from 3.30 PM to 5 PM only.

How to set website-level business hours

Website business hours allow you to control the times, days, dates, and circumstances under which your chat buttons are shown to customers.

To activate website-level business hours, you must create a website and then associate it with an HTML snippet. The HTML snippet will also have an associated chat button.

Department-level business hours and exceptions override website-level business hours and exceptions. Departments without unique business hours and/or exceptions use the same settings as associated websites.

You can also set agent hours to establish an individual agent's availability during a given time range. Agent hours are applied independently of business hours.

Here's how to set website-level business hours:

  1. Create or edit a website, as follows:
    1. In the Web Admin Center, go to Organization > Websites.
    2. Select an existing website group or click Create New.

    Result: The New/Edit Website page is displayed.

  2. Name the website.

    This can be seen by customers when the Website field is included on a pre-chat form.

  3. Select Enable business hours for chat.
  4. To make chat buttons available within business hours regardless of agent status, select Ignore Agent Status.

    Result:

    Important: This may result in unanswered chats. Chats may continue to be queued even when no agents are available.
  5. Select the Timezone used by the From/To time settings.
  6. Set your Business Hours, which are periods of time (day/time combinations) that reflect your regular hours of operation.
    1. Select the start and end of business hours, expressed as From/To, when chat is available for customers.

      Outside of this time period, your chat buttons display as unavailable even when agents are available. For example, if business hours are set for 9:00 AM to 5:00 PM, the chat button associated with this website will become available at 9:00 AM (if agents are available, unless you ignore agent status) and will be disabled at 5:00 PM.

    2. Select the Days to which the From/To setting is applied.
    3. To set unique hours for the weekend (or any day of the week), click Add business hours and set the days and time as described above.

    Result: Outside of these time periods, chat is unavailable unless you set exceptions.

  7. Under Exceptions by date, you can alter your Business Hours (opening hours) on specific dates throughout the year, such as holidays or for special events.

    See What are exceptions to business hours? below.

    Tip: When adding exceptions, you may find it useful to copy previously used exceptions (when available). To see these exceptions, select the Show previously expired exceptions from option.
  8. Save your changes.
The settings are applied to the website.

Your website is ready to be associated with an HTML snippet. Unless this association is made, your business hours are not applied.

What are exceptions to business hours?

An exception is valid for one day only. By defining an exception, you override normal business hours. In other words, an exception defines the time when your agents are available to chat on a specific day.

Think of a business hours exception as an exception in your daily routine: You may provide support from 9 AM to 5 PM, but on an exceptional day, like Black Friday, you may want to provide chat support for longer hours. In this case, you can define an exception for that single day by defining your availability, say, from 9 AM to 9 PM.

Similarly, if you have a meeting on November 20, from 2 PM to 3.30 PM and you are not available to support your customers, you have to change your standard business hours by setting two exceptions for the day:

  • One exception for November 20 from 9 AM to 2 PM
  • Another one for November 20 from 3.30 PM to 5 PM

This way, you can let Digital DX - and your customers - know that this is an exceptional day when you are available from 9 AM to 2 PM and from 3.30 PM to 5 PM only.

Announcements

Bold360 21.10 Release Notes

Bold360 21.10 release notes

Bold360 version 21.10 contains the following new enhancements:

Enforcing HTTPS and removing HTTP across widget scripts

Going forward, there will no longer be an option to choose (non-secure) HTTP-only connections when generating widget touchpoint scripts. HTTPS will be enforced across all touchpoints going forward and HTTP-only widget configurations will no longer be supported as of December 31, 2021. Any widget script using HTTP only will need to be changed by this date in order to continue uninterrupted

Access to the Genesys DX AI management (*.nanorep.co) will only be accessible through HTTPs

In-product announcements will be present to raise awareness of this change

Important: Any widget script using HTTP only will need to be changed by this date in order to continue uninterrupted.

In-Product Rebranding

As part of the transformation to Genesys DX, the product interfaces are now rebranded to reflect this change. Logos, product names, and company links are now updated to Genesys branding and is present within each of the product interfaces.

getEstimatedWaitTime API call

Using the "getEstimatedWaitTime" API call will provide the estimated wait time that the visitor would spend waiting before starting a live chat with an agent.

Details on using this API can be located in this article.

Bold360 21.11 Release Notes

Bold360 version 21.11 contains the following new enhancements:

New KB Launchpad Intent Library for COVID-19/Vaccinations

In order to help businesses with providing just-in-time information related to updates to COVID-19 and vaccination protocols, a new entry in the KB Launchpad is now available with intents that can be used to deploy knowledge to keep your workforce informed of new policies and information that you may need to enforce.

Not familiar with the KB Launchpad? The KB Launchpad contains pre-defined intent libraries to help you add industry and use-case specific questions/intents to your KBs with your own specific responses to help with adding commonly asked questions for newly created KBs.

We will be enabling the KB Launchpad as a default setup option on all accounts shortly but contact your Account or Success Manager to get it enabled early if necessary.

ICO Cookie Compliance

In order to support ICO cookie compliance in regions that require end-user consent for allowing cookies to be set, Genesys DX now complies with this standard by making the tracking and analytics related cookies that are set through the touchpoint and visitor monitoring HTML snippets to be optional.

By default, all cookies will continue to be set upon page load. To restrict these cookies from loading automatically and only upon end-user consent, additional steps will be required on the website that the Genesys DX code is being deployed to.

You can learn more about what this compliance is and how to update your Genesys DX deployment to be compliant by reviewing the details in this article: ICO Cookie Compliance.