What's New in ExtraaEdge !
  • Release Notes
  • Release 1.49
    • 13 July 2020
      • LiveChat
      • Switch IVR to App Calls
      • Application List
      • Web Analytics
  • Release 1.48
    • 30th June 2020
      • Multiple Lead List
      • Prediction Score
  • Release 1.47
    • 5 June 2020
      • Segmentation
      • Fees Module Payment Integration
      • Whatsapp Bot
      • Bug Fixes
  • Release 1.46
    • 27th May 2020
      • Video call feature
      • Restrict Duplicate Emails
  • Release 1.45
    • 6th May 2020
      • Segmentation
      • Fee Collection Module
      • Counsellor Alert Notification
  • Release 1.52
  • 9th Sep 2020
    • All templates visibility based on Counsellors
    • Campaign Enhancements
    • ChatBot Feature Updates
    • Help Document of ExtraaEdge
  • Release 1.55
    • 20th Nov 2020
      • Country Code Dropdown in App Form Widget
      • Other option text field
      • Existing Lead Re-Enquiry on Application Form
      • Validation of Fields in App Form Registration Form
      • Updated Dashboard Button Position
      • TitleCase & UpperCase for all Text Fields in App Form
  • Release 1.56
    • 7th Dec 2020
      • Lead Details & Activities Show/Hide
      • Additional Bulk Upload Fields
      • App Form Step Completion Custom Popup
      • Chat List - Unread Message Counter
  • Release 1.57
    • 11th Dec 2020
      • Multiple Lead Journey For Application Form
      • Counselor Notification- Chat Disabled for Counselor
  • Release 1.58
    • 30th Dec 2020
      • Sequence of all dropdowns in CRM
      • Removing Spaces in Text Values
      • Category Based Leads on Referred From Me Tab
      • Application Form PDF to All Emails
      • Additional Search Fields in Filter
  • RELEASE 1.59
    • 20th Jan 2021
      • Offer Letter Generation in Application Form
      • Multi-Domain integration
  • RELEASE 1.60
    • 13th Feb 2021
      • Session Time Tracker - For Users
      • Lead Verification
      • No Email and No Mobile Lead Filter
      • By Default All Counsellor Filter
      • Counselor Access to Application Form
      • Mapped Fields in Filter
      • Segmentation - Null Action Date
  • RELEASE 1.61
    • 15th March 2021
      • Brand new Lead Card
      • Advanced "Save Filter" Feature
      • Drag & Drop Email Builder
      • Dynamic Filters & Fields Capturing Important Activity Dates Of Application Form
      • Login Feature in App form Widget
  • RELEASE 1.62
    • 17th March 2021
      • Lead to Application Journey
      • FB Remarketing Audiences
      • Auto Save App Form
      • Post Application Process in app form
      • Quick Add PopUp Change
  • RELEASE 1.63
    • 3rd April 2021
      • Internet Speed On UI
      • Chatbot in Application Form
      • App Form Slot Booking
      • No Limit on campaign
  • RELEASE 1.64
    • 4th May 2021
      • Change Course Amount to pay for Lead
      • Duplicate and Draft Email Templates
      • Timestamp in lead chatbot history
      • Pop Up in CRM if connection is broken during LiveChat
      • Redirecting to lead list from drilldown table in the reports
  • RELEASE 1.65
    • 8th May 2021
      • Payment Receipt Generation
  • RELEASE 1.67
    • 6th August 2021
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On this page
  • Change Lead Status from Chat List :
  • How it works :
  • Change Live chat status from Offline/Online from CRM :
  • Chat Assignment based on ownership for existing leads :
  • How it works :

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  1. 9th Sep 2020

ChatBot Feature Updates

PreviousCampaign EnhancementsNextHelp Document of ExtraaEdge

Last updated 4 years ago

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Chatbot has enriched with new enhancements and features for our customers .

Change Lead Status from Chat List :

How it works :

The option is similar as the current change status option opened by clicking on the status. On the tabs ‘Online Users’, ‘Past Users’ when the lead card is expanded to view lead details, status is visible.The status is clickable, on clicking the right-side panel will be open to change status.

Change Live chat status from Offline/Online from CRM :

  • Showing this button will be configurable on a domain level based on the flag. By Clicking on the button will make the user online and start receiving chats.

  • If the user is online and the user tries to click on the chat button, a confirmation popup displays asking whether to make it offline, if clicking on yes user will be offline.

  • This button is visible only if the allowChat is set as true for the user. If any chats are ongoing and the user clicks on the button, a confirmation popup asking that making offline will end all chats to be shown, if the user clicks on Yes. All ongoing chats to be ended and users to be made offline.

Chat Assignment based on ownership for existing leads :

How it works :

Chat assignment approach for existing leads is changed now. If an existing lead comes online it will get assigned to the lead owner even if the lead owner is offline or manually makes himself offline through a new button . If the chat is not answered then lead transfers to an active counsellor .

You can change the status by clicking on Status Option available in ChatList