Status is attached to a customer request to simplify the search for necessary information.
- Status can be linked to a scenario. You can create specific statuses for each scenario. For any status, you can choose a Virtual PBX or chatbot scenario with which they will be associated.
- If a dialogue is linked to a scenario, you can use request statuses from this specific scenario in it. In dialogues with other scenarios, this status will not appear, it is intended only for a specific scenario. See 'Dialogues: Address Book, Requests, Speech analytics, Variables'.
To create a request status:
In the 'Contact Center Ai' section → on the 'Settings' tab → in the left menu 'Statuses' click the '+ Add status' button.
In the 'Add Status' modal window, specify:
- Request status name.
- Scenarios — select one or more scenarios to associate with this status, if the status is only for specific scenarios.
- Request Stage — New, In progress, Done.
Click the 'Save' button.
The status is created.
To edit a request status, simply change its name, you can also select a different stage for the status and link one or more scenarios to it. Changes are saved immediately, automatically.
To delete an unused status, check the box to the left of the status and click the 'Delete' button.
Status is assigned on the 'Dialogs' tab. Only those statuses that are associated with the scenario of the given dialogue are available for selection.
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