Using predefined actions

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.

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