To configure the pre-chat survey, go to Account Setup > Workflows > Agent Survey (https://app.velaro.com/#/admin/workflows/agent-survey). The Pre-chat survey is available in Basic and Advanced Workflows.
Agent survey enabled
When the Agent survey is enabled, the following controls are available.
|1||Group||The group for which the pre-chat survey is configured.|
|2||Import||Clicking the import button opens a dialog box that allows you to upload a pre-configured pre-chat survey. See Import survey article.|
|3||Enable agent survey|
- Unchecked: The Pre-chat survey is disabled. See the following section for controls available when the Pre-chat survey is disabled.
- Checked (Default): The Pre-chat survey is enabled, and the controls are displayed (#4 - #6 on this table).
|4||Require agent survey|
- Unchecked (Default): The Pre-chat survey is available to the agent, but is not required.
- Checked: The agent survey is required. Agents will not be able to exit from a chat until the agent survey is submitted.
|5||Survey||The agent survey as it is currently configured. See the Survey builder article for details about the controls available to configure an agent survey.|
|6||Add items||Clicking the Add Items button opens the Survey builder controls.|
Clicking the save button to save the changes to the pre-chat survey
Be sure to save changes to the survey before navigating away from the page or your updates will be lost.
Agent survey disabled
When the agent survey is disabled, the agent survey is not displayed to the agent. No controls are needed.