Help/Admin

How to configure keywords

Keywords catch customer intent and fire a redirect or an automatic reply.

  1. Left menu, Admin > Companies.
  2. Click the pencil on the company.
  3. Open the Keywords tab.
  4. Click +.
  5. Name the keyword.
  6. Add the terms or phrases that trigger it, one per line.
  7. Pick the action card sent as the reply.
  8. Choose the transfer: a specific user or a desk.
  9. Click Save.