iMBrace no code workflow
  • ONBOARDING GUIDE
    • General
    • Invite Organization Members
    • Add Teams and Team Crew
    • Connect Channels
    • Create Credentials
    • Set Up Workflows
    • Set Up Message Template
    • Chat To Your Customers
      • Live Representative Chat Mode
    • Set up Data Boards
      • Data Board Filters & Segmentation
      • Set Up Board Automation
      • Board Management
    • Campaign QR Code
    • Embedded Signup (WhatsApp)
    • How To Find Support
    • Types Of Notification
  • CHANNELS
    • Facebook
    • Web Widget
    • LINE
    • WeChat
    • WhatsApp
      • WhatsApp Business Verified
  • WORKFLOWS
    • Function
    • If
    • Edit Image
    • Email trigger (IMAP)
    • HTTP(s) Request
    • Interval
    • Merge
    • Respond to Webhook
    • Schedule trigger
    • Webhook
  • INTEGRATIONS
    • App Integrations
    • Airtable
    • Asana
    • AWS
    • ClickUp
    • Freshdesk
    • Freshservice
    • Freshworks CRM
    • Google
    • HubSpot
    • Mailchimp
    • MessageBird
    • Microsoft
    • Mindee
      • Mindee API
    • monday.com
    • Odoo
    • Salesforce
    • ServiceNow
    • Shopify
    • Slack
    • Stripe
    • Telegram
    • Trello
    • Twilio
    • Vonage
    • Webflow
    • Xero
    • Zendesk
    • Zoho CRM
    • Zoom
  • API
    • Facebook Ad API
  • JOURNEYS
    • AI-Assistant Management
    • Email Campaign
    • Facebook Leads Management
    • Facebook Social Media Management
    • Form Management
    • WhatsApp Outbound
    • Business Contact Collector
  • 简体中文
    • 一般导览
    • 邀请机构成员
    • 添加团队及团队成员
    • 连接渠道
    • 创建凭证
    • 设置工作流程
    • 与您的客户对话
    • 設定数据管理
  • 繁體中文
    • 一般導覽
    • 邀請機構成員
    • 新增團隊及團隊成員
    • 連結渠道
    • 建立憑證
    • 設定工作流程
    • 與您的客戶對話
    • 設定資料管理
Powered by GitBook
On this page
  • Live Representative Chat Mode
  • To join the conversation as Live Representative:
  • Channel Automation Mode
  • To leave the conversation and return to Chat Automation Mode:
  1. ONBOARDING GUIDE
  2. Chat To Your Customers

Live Representative Chat Mode

PreviousChat To Your CustomersNextSet up Data Boards

Last updated 1 year ago

Live Representative Chat Mode

To join the conversation as Live Representative:

Locate the "Join" button: Look for the button labeled "Join" on the bottom right-hand side of a chat room.

Click "JOIN": Simply click on the "JOIN" button to change the conversation mode to Live Representative chat Mode as Channel Automation Mode will be disabled after the representative joins the conversation.

  • When a live representative joins the conversation or is automatically assigned to the conversation via the default workflow, the mode switches to Live Representative Chat Mode.

  • When a live representative joins, Channel Automation Mode will be disabled for the customer and the representative to engage in direct conversation.

  • If a live representative joins but doesn't respond immediately, the automated workflow keeps running in the background, waiting for the live representative’s input without bothering the customer.

Channel Automation Mode

To leave the conversation and return to Chat Automation Mode:

Find the "LEAVE" button: Navigate to the bottom right-hand corner of the chat room in the conversation list and locate the button labeled "LEAVE." You can also leave the conversation by clicking the “LEAVE” button inside the conversation which might feature the icon of an exit sign or a door.

Click "LEAVE": Click on the "LEAVE" button to seamlessly exit the conversation and re-enable channel automation mode.