Create Chat Room Based Events

This article applies to recent versions of SmarterTrack. View articles for SmarterTrack 14.x and earlier.

SmarterTrack's event-driven architecture gives System Administrators, Managers and Agents the ability to be notified when an event occurs in the system.  For example, a Manager can use the events system to automatically receive a notification when an Agent leaves a chat room.

Most commonly, System Administrators and Agents use this feature to receive an email notification when an Agent joins a chat room. Although the steps below show you how to create the most commonly used chat room event, the procedure is similar for the other chat room events.

To create an Agent-level event when an Agent has joined a chat room, follow these steps:

  1. Log in to the SmarterTrack management interface as an Agent.
  2. Click Menu icon, and from the dropdown select Settings.
  3. Under the Configuration header click on Events.
  4. To create a new event, click the New button in the content pane toolbar. This will open the New Event modal.
  5. Type a name for the event.
  6. In the Category field, select Chat Room.
  7. In the Type field, select Chat Room Joined.
  8. Click OK.
  9. Click the Actions tab.
  10. Click Add Action.
  11. In the Action field, select Send Email.
  12. Click Save.

This will create a basic email notification using the default configuration. All other configuration settings and conditions are optional. For more information, please refer to the Chat Room Events page in the SmarterTrack Online Help.


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