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Make Transfer to Agent Step a Web Form

  • April 23, 2024
  • 1 reply
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Michael14

I have a line of business that only handles emails from customers, no chats or calls. We use a Zendesk Bot to try and help them find the answer to their questions, the business believes that about 50% of their contacts could be answered if they read the KB. For the 50% that need to email, I want to be able to do that right in the bot flow. Today, I am linking them off to the web form. Is anyone able to do this natively ? Are you just using messaging with no agents available? To keep reporting consistent, I would prefer they look like web form submissions, but think that would require a different type of “step” we don't have today. 

 

Thoughts?

1 reply

Brandon12
  • April 24, 2024

Hey Michael,
 

You are on the right track!  The answer here would be to ask for details and then transfer to agent with a message that the response has been recorded and an agent will be in touch in X days.  You can also add a tag at this juncture to isolate these tickets and report on them uniquely.  Hope this helps!

 

Brandon