Table of Contents
How to Create a New Message Tree
Step-by-Step Instructions
1. Click on the Manage tab
2. Inside the Manage tab, click on the team you want the Message Tree to be enabled.
3. Click on Chat
4. Click on Message Tree
5. Toggle on the “Enable/Disable Message Tree” to start
6. Create a new custom greeting message to welcome your clients once they send a message.
7. Click in Create New Menu Option and create new slots for the number of Message Tree options you want to create. The options/slots are unlimited.
8. Add a name to the slot and the options you want this slot routed to
9. Add a custom response message when the option is chosen by the customer
10. Once the Message Tree is correctly edited, click Save Changes
11. If you want to simulate how the message tree would be displayed to the customer, click in the window icon with an eye in the right side of the slot to enable.
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