I was hoping to be able to set up a workflow to better identify when we have a first time chatter reach out. Ideally it would be something like; previous chats = 0 if so apply a note to the chat stating that this is a new user chatting in for the first time.
Submitted
Add in ability to build a workflow off of how many chats a user has previously had
+3Not sure if this is possible with current options found within workflows. What’s your main goal? If the idea is to identify if the customer has reached previously, the “Recent conversations” panel should do the trick:
As merging Lead accounts is impossible, that Recent conversations tab needs to be expanded so I can see all conversations that have come from an email address, regardless of whatever unique ID you’ve decided to give the user. So frustrating.
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