Hannah Whaley
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Activity overview
Latest activity by Hannah Whaley-
Hannah Whaley created an article,
How-To: Set Up the Chat Experiences + Microsoft Teams Integration
Prerequisites You will need to have administrator access to Terminus Chat Experiences and Microsoft Teams in order to use this guide. If you do not have access to Terminus Chat, please reach out to...
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Hannah Whaley created an article,
How To: Make Playbook Decisions Based on Which User Owns a Chat
Feature Overview: When building your chat playbooks, you may want to make decisioning based on who owns a chat - such as who the conversation was routed to based on your routing rules, whose calend...
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Hannah Whaley created an article,
How To: Create and Manage Chat Routing Workflows
Feature Overview: Routing Workflows are used to control chat conversation routing (who from your team receives the notification to join a chat conversation). Within Routing Workflows, you can build...
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Hannah Whaley created an article,
How To: Manage Your Chat Team's Online Hours (Schedules)
Feature Overview: When setting up your chat conversation routing, it's likely that you only want Terminus Chat to notify your team members during their online working hours. Using Schedules, you ca...
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Hannah Whaley created an article,
How To: Switch from Chat Routing Plays to New Routing Workflows
Feature Overview: In October of 2022, Terminus Chat released a suite of features to help streamline the way chat administrators manage their team's routing rules, along with some additional routing...
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Hannah Whaley created an article,
How To: Create and Manage Chat Routing Territories
Feature Overview: When setting up your chat conversation routing, you may want to Terminus Chat to select who to notify based on geographic ownership within your team. Using Territories, you can ea...
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Hannah Whaley created an article,
How To: Create and Manage Chat User Groups
Feature Overview: When setting up your chat conversation routing, you may want to notify a group of users rather than a single user. Using User Groups, you can easily segment your Termin...
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Hannah Whaley created an article,
How-To: Automatically Open the Terminus Chat Frame via Javascript Events
There are two ways that a Chat Administrator can configure the chat frame to automatically open: The Auto-Open Chat Frame toggle in Playbook Targeting Rules Using Javascript Events to T...
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Hannah Whaley created an article,
How to Configure Custom Dimensions Reporting for Adobe Analytics
Prerequisites In order to utilize this feature, you must have Web Experiences as part of your Terminus plan. If you have any questions regarding your current subscription plan, please reach out to...
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Hannah Whaley created an article,
How-To: Add a PDF to a Chat From Anywhere Experience
Prerequisites You will need to have administrator access to Terminus Chat Experiences in order to use this guide. If you do not have access to Terminus Chat, please reach out to your CSM to discuss...