If you use an external human chat provider, other than our Live platform, the referral modes that you can implement are:
- Incorporate a proprietary or third-party form that is displayed in the conversation window and can be completed by the customer, to be contacted at a later time.
- Open Chat type referral: the referral message will be displayed together with the button to open the chat URL in a new window. This conversation will be counted as a referral even if the customer does not click on the button.
- Open Pop-Up referral: the referral message will be displayed together with the button to open the chat URL in a new window. The button text can be customized. This conversation will be counted as a referral even if the customer does not click the button.
Important: using a human provider, either ours or a third party, it is not possible to send the history of the conversation held on Facebook Messenger with AgentBot.
The last two options are created from the My Aivo platform, in the Configurations → Transferred → NEW section.
Here you have the step-by-step instructions for the creation of a transfer.
Then you have to add the complement derivation to the response that will derive from Agentbot.
To do this, go to the Knowledge section → Create or Edit an intention → In the answer add the 'Referral' add-on → When the available list is displayed, choose the referral created in the previous step.
