Automation Rules

Automation rules in neetoChat are indeed a powerful feature that empowers businesses to streamline their customer support operations and improve overall efficiency.

You can create automation rules that perform specific actions when certain conditions are met. For example, you can fine-tune proactive invitations so that they are more likely to increase website conversion rates.

Follow the steps for creating automation rules:

  1. Login using your admin account.

  2. Go to Settings > General Settings > Automation Rules

  3. Click on Add automation rule.

Apply On:

You can apply automation rule on neetoChat Widget and Conversation.

neetoChat Widget

Conditions:

neetoChat Widget automation conditional values can be combined using AND/OR logic. The available conditions are described below

  1. Agent presence: checks the online status of available agents.

  2. Visitor's Country: checks the Visitor's Country.

  3. Visitor's Location: checks the Visitor's Location.

  4. URL of the current page: checks the Visitor's URL.

  5. Title of the current page: checks the Title of the current page.

  6. Hour of the day: checks the Hour of the day.

  7. Day of the week: checks the Day of the week.

  8. Time on page: Time spent by the visitor on page.

neetoChat Widget Actions:

The Action setting allows you to define the action based on the automation rule conditions. Each rule can have only a single action.

  1. Open the form to create a ticket on neetoDesk: Open the form to create a ticket on neetoDesk.

  2. Minimize the widget:

  3. Maximize the widget:

  4. Display a system message in the chat: System messages will also appear in the minimized view. Like Eye-catcher.

  5. Display a message on behalf of the member in the chat: The agent message will appear in the conversation section.

Conversation

Conditions:

Conversation automation conditional values can be combined using AND/OR logic. The available conditions are described below.

  1. Status: checks the status of the conversation.

  2. Started at URL: checks the URL of chat widget.

  3. Member: checks the assigned agent of the conversation.

Conversation Actions:

The Action setting allows you to define the action based on the automation rule conditions. Each rule can have only a single action.

  1. Assign member: Assign the agent to the conversation.

  2. Assign team: Assign the team to the conversation.