Helvia Documentation
  • ChatBricks Release Notes
    • Helvia Release 5.38.0
    • Helvia Release 5.37.0
    • Helvia Release 5.36.0
    • Helvia Release 5.35.0
    • Helvia Release 5.34.0
    • Helvia Release 5.33.0
    • Helvia Release 5.32.0
    • Helvia Release 5.31.0
    • Helvia Release 5.30.0
    • Helvia Release 5.29.0
    • Helvia Release 5.28.0
    • Helvia Release 5.27.0
    • Helvia Release 5.26.0
    • Helvia Release 5.25.0
  • Helvia LiveChat Guide
    • About Helvia LiveChat
      • Helvia LiveChat features
      • How LiveChat works
      • LiveChat agent steps
    • LiveChat interface
      • Conversations, Requests and Settings tabs
      • Conversation details pane
      • Action buttons
      • Canned responses
      • Chat pane
    • Managing live-chat requests
      • Accepting a live-chat request
      • Using canned responses
      • Creating canned responses (Agent)
      • Adding notes to a conversation
      • Transferring a live-chat conversation
      • Using predefined actions
      • Ending a live-chat conversation
      • Exporting a conversation transcript
    • LiveChat settings
      • Organization LiveChat settings page (admins only)
      • Bot-specific LiveChat settings (admins only)
      • LiveChat system messages (admins only)
      • LiveChat settings (agent)
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  1. Helvia LiveChat Guide
  2. Managing live-chat requests

Using predefined actions

PreviousTransferring a live-chat conversationNextEnding a live-chat conversation

Last updated 2 years ago

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Predefined actions are custom buttons that can be created to connect LiveChat with other services (e.g. to create tickets in the CRM). They are available in the conversation details pane on the right-hand side of the LiveChat console. To trigger a predefined action, click on the 'Predefined Actions' button and select one of the available predefined actions.

You can then select the button to trigger the action.

Note: Predefined actions are configured by the admin in collaboration with the Helvia team.