Shortcuts

This document explains the new import feature for Live Chat shortcuts, allowing you to save time by importing them in bulk.

What are Live Chat Shortcuts?

Live Chat shortcuts are pre-defined snippets of text that you can insert into chat conversations quickly and easily. They are ideal for frequently used information or responses, saving you time and effort.

https://youtu.be/k6bdZK_xS2M

Benefits of Importing Shortcuts

 

  • Save Time: Importing shortcuts eliminates the need to create them individually within the UChat platform, especially if you have a large amount of existing content.

  • Improved Efficiency: Importing shortcuts streamlines your workflow by providing a faster way to populate your shortcut library.

  • Reduced Errors: Importing from a well-organized CSV file minimizes the risk of typos or inconsistencies that might occur during manual creation.

How to Import Live Chat Shortcuts

 

  1. Access the Shortcuts Section:

  • In your bot navigate to the "Tools" section within the UChat platform.

  • Select "Shortcuts" from the available options.

 

  1. Locate the Import Feature:

 

  • Click on the dropdown arrow in the top right corner.

  • Choose "Import" from the menu.

 

 

Prepare Your CSV File:

 

  • Use a spreadsheet tool like Google Sheets to create a CSV file.

  • The CSV file must have two columns:

    • Shortcut Name: This column will contain the names you assign to each shortcut.

    • Description: This column will hold the actual text content of each shortcut.

 

 

 

Export the CSV File

 

  • Click "Download" to save a copy of the formatted CSV file.

Import and Map CSV Columns to Shortcut Fields

 

  • Drag and drop the downloaded CSV file onto the import section in the UChat platform.

  • Verify that the "Shortcut Name" column is mapped to the "Name" field and the "Description" column is mapped to the "Value" field.

 

 

 

 

Confirm Import:

 

  • Click "Confirm Import" to initiate the import process.

 

 

Verify Imported Shortcuts:

 

  • The platform will display the number of successfully imported shortcuts.

  • You can now access these shortcuts within your Live Chat conversations.

 

 

 

Using Live Chat Shortcuts

 

  1. Access a Live Chat Conversation:

  • Open any ongoing or new Live Chat conversation.

 

  1. Insert a Shortcut:

  • Type a slash “/” symbol within the chat window.

  • A list of your available shortcuts will appear.

  • Select the desired shortcut from the list.

 

  1. Send the Shortcut:

  • The content of the selected shortcut will be automatically inserted into the chat window.

  • Press "Enter" to send the message to the customer.

 

Conclusion

The import feature for Live Chat shortcuts is a valuable tool that enhances efficiency and saves you time when managing frequently used information within your customer interactions. By following these steps and utilizing the import functionality, you can easily populate your shortcut library and streamline your Live Chat communication.

 

 

Support:

If you have any questions or require further assistance with the import feature or Live Chat shortcuts in general, feel free to contact UChat support on email ticket@uchat.com.au.