Closing Notes

Enhance your customer interactions with Flexito OmniAI's Closing Notes feature. This tool allows live agents to add valuable context when wrapping up conversations, ensuring seamless transitions and improved customer satisfaction. From creating categories to leveraging analytics, Closing Notes empowers your team to provide personalised and efficient support.

Flexito OmniAI introduces the Closing Notes feature, enabling users to enhance live chat functionalities. This feature allows live agents to add context when closing or marking conversations as complete.

How to Create Closing Notes

Within the bot interface, navigate to “Contents” and select “Closing Notes”.

Select “+ New Category” to begin.

Press Save to establish your new category.

How to Enable Closing Notes

Access the Settings tab and choose Livechat settings. Turn on the closing notes feature.

After enabling, click Save to start using closing notes.

How to Use Closing Notes

When marking a conversation as “Done”, if closing notes are active, the live agent will be prompted to add a closing note.

You can also view the closing note in the bot user overview.

Triggering Actions with Closing Notes

Once a closing note is applied, it can trigger automations.

This trigger is beneficial for sending notifications, conducting analytics, and other automations related to bot users.

Using Closing Notes in a Condition Node

Users can be segmented based on closing notes within a condition node.

Understanding Closing Note Analytics

Access closing note analytics by visiting the analytics tab.