Steps to Set Up Routing to Agent Workflow
Chatbot routing allows chatbots to route to agents, groups, and other chatbots based on visitor input.
Route to Agent
| 1 | Action menu | Select “Route to agent” to route the chat to a specific agent. |
| 2 | Select an agent | Select the agent to route the chat. |
Route to Group
| 1 | Action menu | Select “Route to group” to route the chat to a specific group. |
| 2 | Group | Select the group to route the chat to. |
| 3 | Unavailable message | Display a message to let the visitor know the group is unavailable |
| 4 | Unavailable path | Select a path to continue the chatbot conversation if the agent is not available. |
Route to Bot
| 1 | Action menu | Dropdown menu that lets you choose which action the path would end with |
| 2 | Select bot | Select which bot the path will route to |
| 3 | Select path | Select the path in the bot to continue the convesation. |
Go to Path
| 1 | Action menu | Select “Go to path” to route the conversation to another path in the same chatbot. |
| 2 | Path Select | Select a path to continue the conversation. |