ChiliCal
:๐ Copy link Button Updates in Personal Meeting Types
From the Meeting Types view, there is the copy link button
Inside the Meeting Type an easy-to-find copy link option
๐ Support objectId in Chilical and Handoff custom links for Salesforce custom buttons
This allows you to select which object the event created will relate to when using custom buttons
๐ Collapsing of picklist options in guest forms
When the picklist has many values, make it collapsable instead of running down all the options in the entire preview
๐ Improved Teams view in ChiliCal User Controls
This matches how we have teams in the user table - it is not easier to read when previously it would cut off the names
๐ Addition of the Country code dropdown when adding the phone number Data field to form
Ensures we have the correct number and makes it easier for customers or prospects using the form to add in their number
Chat
:๐ Support dynamic tags in Slack notifications -
Help ArticleYou can now customize your Slack notifications with Dynamic tags. To set this up:
1. Add a slack node to your journey
2. Interest Dynamic tag
3. See how the message will look on the preview
๐ Create a Task Node -
Help ArticleThis Node creates a Salesforce Task for your team. Salesforce Tasks are essentially just a to-do list inside Salesforce. Teams use them as reminders to follow up with Leads, send proposals, or close deals.
The most helpful part about a Task in Salesforce is that it's related to a particular record. Instead of flipping between a to-do list app and hub-of-all-things Salesforce, everything is right in one place, and it's clear which Leads, customers, or Accounts each task is meant for.
Common uses include creating and assigning Tasks to team members if a visitor fails to schedule a meeting or connect for live chat.
๐ Create a Task Node + Transcript -
Help ArticleThis node operates the same as the above Create Task Node, with the addition of the Live Chat Transcript. Once the conversation ends, the transcript and conversation details will be saved and written in the description.
Once the Rep joins, this node can only be once on the Rep Joined path after the Route for Live Chat node and can only be assigned to the Live Chat Assignee. Live Chat transcript will be saved once the conversation ends. The transcript and conversation details will be written in the description.
๐ Custom Triggers -
Help ArticleJourneys are triggered based on selection according to their order and the conditions set in the Trigger node. Custom Triggers allow teams to override this proactive behavior by providing an option to trigger a specific Journey in reaction to a button or link click. To access Custom Triggers, Go to Bot Settings > Custom Triggers tab.
1. Hit Create New Custom Trigger
2. A Trigger will open, then you hit โEditโ to add the details (itโs not live until you activate it)
3. Find and copy the Element ID you want to use
- Right-click the element on the webpage and select Inspect
- In the developer tools panel, find the id="..." in the highlighted code
- Double-click the ID, then press Cmd/Ctrl + C to copy it
๐ Live Chat Round Robin - Reroute if No Response -
Help ArticleWhen using the Round Robin feature specifically, we treat assignments like we would for scheduling. If we assign the conversation through Distribution:
1. We select the next user and assign it to them
2. If that user is Online โ Wait for them to join the conversation โ If they donโt join โ proceed to not available options
3. If that user is Offline โ proceed to not available options
If that selected user is Offline or does not join the conversation, the probability of connecting the visitor to live chat is much lower.
Thus, we have created a new โWaterfallโ option in Live Chatโs Route to Node.
