Is there a way to show the name of agent to whom chat is assigned on messenger?
If you can share a screenshot or some direction on that then I'm sure we can provide more insight into what's possible.
Is this in a report or inbox view you are looking for the assignee to show or in the individual conversation view?
Hi
We would like to say something like, ‘Hi there, I am <assignee-name>, please let me know how can I help you?’ in the individual conversation view (messenger that is client facing).
I’ll explain more below and you can let me know if any of these feel helpful insight into what you are trying to do:
- If this is for a manual reply in the conversation, you can use dynamic tags for “Author Name” or “Author Full Name” in the Macro if the assignee is the one sending it. (You can also add the user’s name dynamically too, I didn’t do that in the screenshot to prevent confusion)
- If this is for a Proactive Support message although I think it’s not - you could choose the Owner option in order to send messages as Account Owner (Not sure if this would be the same as assignee in your use case or if Account owner is set)
- If this is for the welcome message - There’s no option for “assignee name” here and I’m not sure Owner would be the correct reference in the dynamic fields but then again no one would be assigned to a new message yet so most likely this is not what you are looking for either.
Note a big challenge with a message like this is that the fallback would need to be set to something like “ready” because otherwise when there’s no account owner set you’d end up with a blank entry so it would just say “I am”
So you’d end up with something like “Hi there, I am ready, please let me know how can I help you?
I’m not sure this is a big concern, it may be more customization than is needed with #3 -- but hopefully #1 and #2 provide some assistance.
If I misunderstood the request, feel free to explain more or we can always jump on a call to dig into it.
Hope this helps!
Hi
Thanks for the clear explanation and the options that we have.
I will react out to you in case I need any further details.
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