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Rich Messages: step-by-step onboarding guide



Rich Messages dashboard


After installing Rich Messages, you'll be redirected to the main dashboard, where you can easily create your first interactive message.


For your convenience, we're presenting the most common use cases for both carousels and quick replays our clients are using; feel free to us them as an inspiration to create your own.


Adding your first rich message


Creating new messages should take just a minute or two, but there are some powerful settings to remember.


Name - will help you and your agent easily find, send, or edit given Rich Message in the future. Name won't be visible in any way to your customers.


Visibility - you can choose if the Rich Message is visible just for you or all other agents. Also, you can define in what groups given Rich Message is available.



Rich Messages - Cards and Carousels


Next step is choosing if you'd like to create cards/carousels or quick replies. Let's have a look and create your first Cards. To create one, you need to add an image or title, or other fields are optional. It's also worth keeping in mind that you can add a maximum of 11 buttons.

As you can see in the screenshot below, you will be able to see a preview in real-time as you add new information to the form.



Rich Messages - Quick replies


Another useful rich message type is quick replies. Here, you can define a message and buttons that will be shown to your customer. This is an elegant and helpful way to set your welcome message.

Similarly, as before, you will be able to see a preview of the message as you add new elements. Make sure to include some emojis on the buttons you'd like to stand out!


Rich Messages - List view


As you create your rich messages, you can conveniently manage them using list view. You can filter them out by groups, use a quick search, or sort them using various criteria.

In the detailed list view, you can see the details of each rich message, such as author, visibility, creation date, etc.


Using Rich Messages


Sending Rich messages was never easier. All agents have a rich messages quick menu available inside the message box in "Chats" section in LiveChat. They are sorted by most recently used, but agents can also change this to the newest fist or use a quick search box to find the one they want to use.


 


Got any questions?

Didn't find the answers you were looking for? Contact us directly - we're ready to answer any of your questions.


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