Chat disposition forms

01:34 mins
A

Arti

Updated on Dec 22, 2023

Chat Disposition FormsIn this video, we will learn about chat disposition forms and how to set them up in Verloop.io.Step 1: Go to SettingsFirst, go to the Verloop.io dashboard and click on the "Settings" option.Step 2: Click on ChatFrom the list of settings, click on the "Chat" option.Step 3: Access Chat DispositionOnce you are in the Chat settings, find the "Chat disposition" link and click on it.Step 4: Add a FormIn the Chat disposition section, click on "Add another form" to create a new form.Step 5: Name the FormEnter a unique name for the form in the placeholder that shows "Form 2". This will help with easy recall.Step 6: Add QuestionsAdmins can add their questions as the title for each field in the form. This will guide the agents when they are filling out the form.Step 7: Add Placeholder AnswerIf required, you can also add a placeholder answer to provide guidance to the agent. This text will be shown to the agent when they are filling out the form.Step 8: Set Character LimitYou can set a maximum number of characters allowed in the answer field by clicking on the Settings icon above the field.Step 9: Add Dropdown ListIf you want agents to select an answer from a predefined drop-down list, click on the Settings icon above the field and add the list of items.Step 10: Add List of OptionsFor fields where agents can select multiple options from a list, such as checkboxes, click on the Settings icon above the field and add the list of items.Step 11: Choose Single or Multi-SelectAdmins can choose whether the list field should be single select or multi-select.Step 12: Add TagsTags allow agents to attach tags to each chat. Add a title to the field and click on the Settings icon above the field to add the list of tags.That's it! You have now learned how to set up chat disposition forms in Verloop.io. These forms can help gather valuable information and improve the chat experience for both agents and customers.