Automate chat exporting
Request from a customer:
How can we automate it, meaning chats are exported automatically so we have the customers details as soon as possible in the CRM because that is where our agents check for new customers to call. All our current systems import in some shape or form data into our CRM so we do not have to look in different places for customer info.
Once the chat is complete with bot or agent, it should be able to export it to a CSV file which then can be pulled through an XML feed into the CRM.