Group selection

Group selection allows chats to be assigned to groups prior to the pre-chat survey based on incoming data from the brand website, browser visitor monitoring or enterprise systems.  Group selection rules are available to customers that have Advanced Workflow enabled in their account.

To configure Group selection settings, go to Account Setup > Workflows > Group selection (

Group selection controls

To configure the settings and order of rules, see Group selection and re-selection controls.

Rule controls

To configure the rules for group selection, please see Rule builder article.