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Efficiently managing customer interactions is crucial for any business. The new import feature for Live Chat shortcuts in the Flexito OmniAI platform allows you to quickly upload pre-defined responses, saving time and reducing errors. This guide will walk you through the process,

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Efficiently managing customer interactions is crucial for any business. The new import feature for Live Chat shortcuts in the Flexito OmniAI platform allows you to quickly upload pre-defined responses, saving time and reducing errors. This guide will walk you through the process, ensuring you can streamline your communications effortlessly.

This guide details how to use the new feature for importing Live Chat shortcuts in bulk, helping you save time.

Understanding Live Chat Shortcuts

Live Chat shortcuts are pre-set text snippets that can be quickly inserted into chat conversations. They are perfect for frequently used responses or information, helping you save both time and effort.

Advantages of Importing Shortcuts

  • Save Time: Importing shortcuts in bulk means you don't have to create each one individually in the Flexito OmniAI platform, which is especially helpful if you have a lot of existing content.

  • Improve Efficiency: Streamline your workflow by quickly filling your shortcut library with the import function.

  • Reduce Errors: Using a well-organised CSV file for importing helps prevent typos and inconsistencies that might occur with manual creation.

Steps to Import Live Chat Shortcuts

  1. Go to the Shortcuts Section:

  • Navigate to the "Tools" section in your bot on the Flexito OmniAI platform.

  • Select "Shortcuts" from the options available.

  1. Find the Import Feature:

  • Click the dropdown arrow in the top right corner.

  • Select "Import" from the menu.

Get Your CSV File Ready:

  • Create a CSV file using a spreadsheet tool like Google Sheets.

  • Ensure the CSV file has two columns:

  • Shortcut Name: This column should contain the names for each shortcut.

  • Description: This column should include the text content for each shortcut.

Export the CSV File

  • Click "Download" to save a copy of your formatted CSV file.

Import and Map CSV Columns to Shortcut Fields

  • Drag and drop the CSV file you downloaded into the import section on the Flexito OmniAI platform.

  • Make sure the "Shortcut Name" column is mapped to the "Name" field and the "Description" column is mapped to the "Value" field.

Confirm the Import:

  • Click "Confirm Import" to start the import process.

Check Imported Shortcuts:

  • The platform will show how many shortcuts were successfully imported.

  • You can now use these shortcuts in your Live Chat conversations.

Utilising Live Chat Shortcuts

  1. Open a Live Chat Conversation:

  • Start any ongoing or new Live Chat conversation.

  1. Add a Shortcut:

  • Type a slash “/” in the chat window.

  • A list of your shortcuts will appear.

  • Choose the shortcut you want from the list.

  1. Send the Shortcut:

  • The selected shortcut's content will automatically appear in the chat window.

  • Press "Enter" to send the message to the customer.

Conclusion

The Live Chat shortcuts import feature is a powerful tool for enhancing efficiency and saving time when managing frequently used information in customer interactions. By following these steps and using the import feature, you can easily fill your shortcut library and optimise your Live Chat communication.

Need Help?

For any questions or further assistance with the import feature or Live Chat shortcuts, contact Flexito OmniAI support at (mailto:).