Terminus Academy - Partners

course
Getting Started with Chat Experiences
Getting Started with Chat Experiences
Getting Started with Chat Experiences

About the Course

Additional Details:

This course outlines how to get started on planning your Chat Experiences implementation as well as providing practical hands-on examples of how you will configure your Chat Experiences including:

  • Creating a branded theme for your chat
  • Setting up groups of individuals who will receive a chat
  • Creating playbooks, which will help you use a ChatBot and targeting to ensure a relevant and personalized experience
  • Create the chat window and button that will be activated on your website

Objectives:

This course is designed to provide introductory product tutorials for features of the Terminus Chat Experiences product. To learn more about our chat experiences offering, you can check out our comprehensive articles on the support knowledge base.

Course Categories

Partner
New Hire Onboarding
Customers
Chat Experiences
Course Progress
Not started
Enroll
Course Outline
  1. Planning Your Chat Experience
    1. Introduction to Chat Experiences
    2. Video: Introduction to Chat Experiences
    3. Account Based Chat Worksheet
  2. Creating your Chat Theme
    1. Introduction to Chat Themes
    2. Video: How to Create a Chat Theme
  3. Routing Groups
    1. Introduction to Routing Groups
    2. Video: How to Set Up your Routing Groups
  4. Data Asks and Data Elements
    1. Introduction to Data Asks and Data Elements
    2. Video: Data Asks and Data Elements Tutorial
  5. Chat Playbooks
    1. Introduction to Chat Playbooks
    2. Video: How to Create Chat Playbooks
  6. Playbook Targeting
    1. Introduction to Playbook Targeting
    2. Video: Configuring Playbook Targeting
  7. Adding Chat to your Website
    1. Introduction to Website Chats
    2. Video: How to Configure Your Website Chat
  8. Test Your Knowledge
    1. Chat Experiences Quiz
course
Getting Started with Chat Experiences
Getting Started with Chat Experiences
Course Progress
Not started
Enroll

About the Course

Additional Details:

This course outlines how to get started on planning your Chat Experiences implementation as well as providing practical hands-on examples of how you will configure your Chat Experiences including:

  • Creating a branded theme for your chat
  • Setting up groups of individuals who will receive a chat
  • Creating playbooks, which will help you use a ChatBot and targeting to ensure a relevant and personalized experience
  • Create the chat window and button that will be activated on your website

Objectives:

This course is designed to provide introductory product tutorials for features of the Terminus Chat Experiences product. To learn more about our chat experiences offering, you can check out our comprehensive articles on the support knowledge base.

Course Outline
  1. Planning Your Chat Experience
    1. Introduction to Chat Experiences
    2. Video: Introduction to Chat Experiences
    3. Account Based Chat Worksheet
  2. Creating your Chat Theme
    1. Introduction to Chat Themes
    2. Video: How to Create a Chat Theme
  3. Routing Groups
    1. Introduction to Routing Groups
    2. Video: How to Set Up your Routing Groups
  4. Data Asks and Data Elements
    1. Introduction to Data Asks and Data Elements
    2. Video: Data Asks and Data Elements Tutorial
  5. Chat Playbooks
    1. Introduction to Chat Playbooks
    2. Video: How to Create Chat Playbooks
  6. Playbook Targeting
    1. Introduction to Playbook Targeting
    2. Video: Configuring Playbook Targeting
  7. Adding Chat to your Website
    1. Introduction to Website Chats
    2. Video: How to Configure Your Website Chat
  8. Test Your Knowledge
    1. Chat Experiences Quiz

Course Categories

Partner
New Hire Onboarding
Customers
Chat Experiences