Contact Search Setup-Guide
Setting Up the Chat
1. Load the Template
Load the “Ansprechpartner-Suche” template into your tenant. How to get Templates
2. Set the Language
In the Languages tab, select the desired language for the chat. Templates are available in English and German. Automatic translation is possible. Handle Languages in LoyJoy
3. Customize the Greeting (Optional)
Click on the greeting module to edit the first message for customers. Welcome Module in Detail
4. Configure the Questionnaire Module
You can already give the user a selection of the subject category for which a contact person is being searched. Texts and the presentation of the choices can be customized. (Find out everything about the Questionnaire module here or try out its options). If the variables have already been queried in other modules of the agent, the questionnaire module can be removed. It is important that the SQL query is changed accordingly.
5. Configure the Product Feed Module
5.1. Recommender Settings
In the best case, the result should be a contact person. It therefore makes no sense to switch on the Filer (Filter) or the Ranking (Smart). The setting can remain Off. (If you like to go deeper in that click here) The change of a maximum number of results to be displayed can also remain unchanged.
5.2.Texts for the Product Feed
There are two texts that can be edited.
- The one if no contact person was found
- A button text. The button text only appears if there is a “button_url” column in the uploaded table that specifies a target URL. This is not important in this case. But here is the description if you want to use it.
5.3. Connect your data
Add connector
You can find everything about the connectors in LoyJoy here. You can connect Google Sheets, set up a JSON API and connect it to your own database or use our SQL database.
An SQL database is already set up in the template that you can use. To enter your own data here, you need to upload the data in an Excel or CSV file.
Two columns must always be included in the table (XLSX or CSV): title and locale Everything else is optional.
This would be a sample data set for contact persons in a table:
| title | locale | zip code | type | description |
|---|---|---|---|---|
| Linda Cacao | de | 48143, 48147, 48149 | chocolate | You can reach Linda Kakao at [+49 170 123456789](tel:+49 170 123456789) or [linda.kakao@chocoworld.com] (mailto:linda.kakao@chocoworld.com). |
Here you can see where the SQL query is set.
The SQL query is used to search for contacts in the database. You can customize the query so that the contacts are filtered based on the selected types and zip code. If you do not want to use these criteria, you can change this according to the column.
SELECT * FROM products WHERE type='${type}' AND zip_code LIKE '%${zip_code}%'
In the example table, several values are listed in the column "zip_code", which is why. If only one zip code is listed here, the query must be called:
SELECT * FROM products WHERE type='${type}' AND zip_code '${zip_code}'
It is important that the category (here type and zip_code) is saved in a variable beforehand. The best way to do this is with a questionnaire module. You can see how to do this here.
There are many ways to store variables and set SQL filters.
6. Customize the Farewell Message (Optional)
Edit the message that appears when the customer leaves the live chat. Goodbye Module in Detail