Steps to create a GC widget and associating it to flows

7. Under Automated Messages, enter the Welcome Message, Flow Selection Message, and Error Message.

Messages will be auto-populated; you can edit them to your preference. You can also type a custom error message.

8. For End options, you can select Create New Session, End Session, or Restart Session .

You can use the text editor to insert images, videos, or format the messages.  

9. Click Save.

Associating Flows with ASAP add-on

For example, if you want the customers to experience dual benefit of live chat where the chat can take place with a support agent along with the GC chat flow, then you can associate the flow with ASAP add-on.

See also Embedding ASAP add-on

To facilitate live chat you must enable it via SalesIQ in ASAP.

Steps to associate flows with ASAP

1. Go to Setup > Self Service > ASAP.

2. Click the name of the add-on in which you want to include conversation flows.

3. Under the Tab Selection, hover over the Chat tab.

4. Click the Settings icon corresponding to the Chat tab.

5. Under the Chatbot Settings section, enable the Guided Conversations toggle button.

6. Click the Associate Guided Conversations Widget link.

7. Click the Select link to view the list of available conversation flows.

8. Select the GC flows that you want to associate with the add-on and click Add.

9. Click Save/Update.

Sharing GC Widget  

Once the flows are associated with a widget, the administrator can share it with the customers or agents using the following options:

Embed

iFrame

QR code

Public URL

Mobile SDK

Steps to select the sharing option for a GC widget

1. Go to the GC Widgets list view and hover on the desired widget.

2. Click the Share icon and select an option to share the flow with customers.

3. You can select, Embed, iFrame, QR Code, Public URL or Mobile SDK.

If you select Embed, iFrame or Public URL, click Copy to copy the code.

If you select QR code , click Download or Print.   

Viewing and working with GC widgets  

Once the widget is created, you can access it from the GC widgets list view where you can perform the following actions: 

1. View the widget access permission (agents or customers)
2. Share the widget with customers by embedding the code in webpage, using iFrame, via QR code, public URL, and Mobile SDK.
3. Edit the details in the widget.
4. Preview the widget and download or print the conversation script. You can click the refresh icon to restart the conversation.

Steps to view and work with GC widgets

1. Go to Setup > Self Service > Guided Conversations > GC Widgets.

2. Hover on the desired widget.

3. Click Share, Preview, Edit or Delete icons.

4. Toggle the switch to disable a widget.

Points to note when creating a GC bot widget:

1. Note that the option to embed the chat widget will NOT be available if the widget permission is set as agents only.
   
   
2. Invoking the GC flow via the QR code from mobile phone currently would render mobile optimized GC chat widget and not the mobile app.
   
   
3. Agent widget cannot be customized.
   
   
4. Guided conversations don't retain chat conversations for the end users. The existing conversation will be deleted right away when a new session is created. However, for sessions that are ended or restarted, the conversation history will be deleted within 24 hours of session completion.
   
   
5. During an active session, if the widget is edited, it will continue to render as it is. However, once the user re-publishes with the new edits, those changes will only be reflected when the user restarts the conversation.
   
   
6. If the widget is deleted during an active session, it will disappear from where the bot is embedded.
   

Even if one flow, associated with a widget is deleted during an active session, the widget will also be deleted.