GETTING STARTED
Introduction to SmartAssist
Glossary
SmartAssist Lifecycle Management
SmartAssist Setup Guide
Sign Up for SmartAssist
Release Notes
Current Version
Recent Updates
Previous Versions
Frequently Asked Questions (FAQ)

EXPERIENCE DESIGNERS
Flow Designer
Introduction
Create Experience Flows
Navigate the Flow Designer
Experience Flow Nodes
Introduction
Node Types
IVR Menu
IVR Digit Input
Conversational Input
Split
Check Agent Availability
Check Business Hours
Message Prompt
Run Automation
Agent Transfer
Connect to API
Go to Flow
Deflect to Chat
Script Task
Set Queue
End Flow
Waiting Experience
Conversation Automation
Testing Widget
Use Cases
Overview
Questions & Answers
Conversations

ADMINISTRATORS
Account Management
Switch Account
Invite Developers to an Account
Routing
Skills
Skill Groups
Queues
Hours of Operation
Default Flows
User Management
Users
Agent Groups
Agent Settings
Role Management
Agent Status
System Setup
Channels
Voice
Chat
Email
Agent Transfer
Surveys
Agent Forms
Dispositions
Language & Speech
Overview
Language Management
Voice Preferences
Hold Audio
Standard Responses
Handling Sensitive Data
Widgets
Utils
AgentAssist Settings
SearchAssist
Advanced Settings
Co-Browse Settings
Community WFM (Beta)
Automatic Conversation Summary (Beta)
Intelligent Agent Tools
Sensitive Data Masking
API Reference
API Setup
API List
Integrations
Genesys Voice Bot
Voice Automation - Integration with Amazon Connect
Voice Automation NiceCX (CX One) - SIP Integration
Talkdesk Voice Automation
Audit Report

AGENTS
Agent Console
Introduction
Conversation Tray
Incoming Interactions
Interacting with Customers
Additional Tools
My Dashboard

SUPERVISORS
Dashboard
Automation
Queues and Agents
Interactions
Intelligence
Monitor Queues, Agents, Interactions, and Service Levels
Manage Layout

BUSINESS USERS
Reports
Introduction
Reports List

Default Flows

The Default Flows feature lets you customize experiences for common events like welcome, transfer, or an unknown Intent.

Here, you can configure the interaction flow based on the customer’s behavior in two scenarios:

  1. Off-Working Hours: When the customer tries to connect to an agent during off-working hours.
  2. No Agents Available: When agents with specific skills, as required by the customer, are unavailable.

SmartAssist provides inbuilt Phone and Chat Experience flows for these scenarios. However, you can change the default flow and the message to the customer based on the current conversation channel.

To start, go to Configuration > Routing > Default Flows.

Phone Experiences

The following sections describe configuring the default flows for a phone experience.

Off-Working Hours

This flow plays a voice message to the caller who tries to reach an agent during off-working or non-business hours. Off-working hours are considered those that are outside of your configured Hours of Operation.

To configure the Off Working Hours flow, click the Off Working Hours tile in the Phone Experiences section.

In the Off Working Hours for Calls panel, a text area displays the default message a customer hears while attempting to reach a live voice agent during off-working hours. You can edit this message by clicking the Edit icon on the top right. You can choose the message language by clicking on one of the language selection buttons. 

No Agents Available

You can set the message played to the customer if the available online agents don’t have the required skills.

To configure the No Agents Available flow, click the No Agents Available tile under Phone Experiences.

In the No Online Agents with needed skill panel, use the text area to configure the message to be played to callers when no agent is available. You can edit this message by clicking the Edit icon on the top right. You can choose the message language by clicking on one of the language selection buttons. 

Chat Experiences

The following sections describe the default flows configuration for a chat experience.

Off Working Hours

The Off Working Hours flow sets the auto-response message during non-business hours for automated and live chats. To configure this feature, follow these steps:

  1. Click the Off Working Hours tile under Chat Experiences
  2. In the Off Working Hours for Chats panel, you can define the messages displayed during off-working hours (based on the hours of operation) when a customer attempts to reach a live chat agent. 

You can define messages for the following scenarios:

Messaging Chat Channels

This feature lets you customize the auto-response message during off-working hours. To use this option, follow these steps:

  1. Use the text area to configure the message to be played to callers when no agent is available. You can choose the message language by clicking on one of the language selection buttons. 
  2. You can edit the message and configure the next action by clicking the Edit icon on the top right.

  3. The After that section defines what happens after the message is displayed to the customer. Select one of the following options:
    1. End Chat ends the chat conversation.
    2. Add to Queue adds the customer to the waiting queue of an agent.
  4. Save when done.

If Live Chat

You can set the message to the customer when they interact on a live chat channel. To configure, follow these steps:

  1. Use the text area to configure the message to be played to callers when no agent is available. You can choose the message language by clicking on one of the language selection buttons. 
  2. You can edit the message and configure the next action by clicking the Edit icon on the top right.

  3. The After that section defines what happens after the message is displayed to the customer. Select one of the following options:
    1. End Chat ends the chat conversation.
    2. End Chat with Email Deflection ends the chat conversation and deflects it to the Email channel. This option lets you configure the email message sent to the customer if their conversation is deflected. 
      • You can choose the message language by clicking on one of the language selection buttons. 
      • You can configure the email subject and format the body text using the formatting toolbar.
  4. Save when done.

No Agents Available

You can set the message displayed to the customer if the available online agents don’t have the required skills.

To get started, click the No agents Available tile under Chat Experiences.

In the No Online Agents with needed skill window, define what to do if the skills a customer requires do not match any online agent. Here you can configure the following:

Messaging Chat Channels

This section is where you can define the message displayed when the customer comes from a chat channel that supports async messaging. 

Use the text area to configure the message to be displayed when no agent is available. You can edit the message and choose the message language by clicking the Edit icon on the top right. 

Live Chat Channels

If the customer comes from a live chat channel and SmartAssist determines that no available agent matches the required skills, then the customer will see the message configured in this section.

Use the text area to configure the message to be displayed when no agent is available. You can edit the message and choose the message language by clicking the Edit icon on the top right. 

Once completing any of these default flows, click Save to save your changes.

Default Flows

The Default Flows feature lets you customize experiences for common events like welcome, transfer, or an unknown Intent.

Here, you can configure the interaction flow based on the customer’s behavior in two scenarios:

  1. Off-Working Hours: When the customer tries to connect to an agent during off-working hours.
  2. No Agents Available: When agents with specific skills, as required by the customer, are unavailable.

SmartAssist provides inbuilt Phone and Chat Experience flows for these scenarios. However, you can change the default flow and the message to the customer based on the current conversation channel.

To start, go to Configuration > Routing > Default Flows.

Phone Experiences

The following sections describe configuring the default flows for a phone experience.

Off-Working Hours

This flow plays a voice message to the caller who tries to reach an agent during off-working or non-business hours. Off-working hours are considered those that are outside of your configured Hours of Operation.

To configure the Off Working Hours flow, click the Off Working Hours tile in the Phone Experiences section.

In the Off Working Hours for Calls panel, a text area displays the default message a customer hears while attempting to reach a live voice agent during off-working hours. You can edit this message by clicking the Edit icon on the top right. You can choose the message language by clicking on one of the language selection buttons. 

No Agents Available

You can set the message played to the customer if the available online agents don’t have the required skills.

To configure the No Agents Available flow, click the No Agents Available tile under Phone Experiences.

In the No Online Agents with needed skill panel, use the text area to configure the message to be played to callers when no agent is available. You can edit this message by clicking the Edit icon on the top right. You can choose the message language by clicking on one of the language selection buttons. 

Chat Experiences

The following sections describe the default flows configuration for a chat experience.

Off Working Hours

The Off Working Hours flow sets the auto-response message during non-business hours for automated and live chats. To configure this feature, follow these steps:

  1. Click the Off Working Hours tile under Chat Experiences
  2. In the Off Working Hours for Chats panel, you can define the messages displayed during off-working hours (based on the hours of operation) when a customer attempts to reach a live chat agent. 

You can define messages for the following scenarios:

Messaging Chat Channels

This feature lets you customize the auto-response message during off-working hours. To use this option, follow these steps:

  1. Use the text area to configure the message to be played to callers when no agent is available. You can choose the message language by clicking on one of the language selection buttons. 
  2. You can edit the message and configure the next action by clicking the Edit icon on the top right.

  3. The After that section defines what happens after the message is displayed to the customer. Select one of the following options:
    1. End Chat ends the chat conversation.
    2. Add to Queue adds the customer to the waiting queue of an agent.
  4. Save when done.

If Live Chat

You can set the message to the customer when they interact on a live chat channel. To configure, follow these steps:

  1. Use the text area to configure the message to be played to callers when no agent is available. You can choose the message language by clicking on one of the language selection buttons. 
  2. You can edit the message and configure the next action by clicking the Edit icon on the top right.

  3. The After that section defines what happens after the message is displayed to the customer. Select one of the following options:
    1. End Chat ends the chat conversation.
    2. End Chat with Email Deflection ends the chat conversation and deflects it to the Email channel. This option lets you configure the email message sent to the customer if their conversation is deflected. 
      • You can choose the message language by clicking on one of the language selection buttons. 
      • You can configure the email subject and format the body text using the formatting toolbar.
  4. Save when done.

No Agents Available

You can set the message displayed to the customer if the available online agents don’t have the required skills.

To get started, click the No agents Available tile under Chat Experiences.

In the No Online Agents with needed skill window, define what to do if the skills a customer requires do not match any online agent. Here you can configure the following:

Messaging Chat Channels

This section is where you can define the message displayed when the customer comes from a chat channel that supports async messaging. 

Use the text area to configure the message to be displayed when no agent is available. You can edit the message and choose the message language by clicking the Edit icon on the top right. 

Live Chat Channels

If the customer comes from a live chat channel and SmartAssist determines that no available agent matches the required skills, then the customer will see the message configured in this section.

Use the text area to configure the message to be displayed when no agent is available. You can edit the message and choose the message language by clicking the Edit icon on the top right. 

Once completing any of these default flows, click Save to save your changes.