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). The questionnaire module is not required for the contact search function, you can delete it. It is important that the SQL query is changed accordingly.
4. Configure the Product Feed Module
4.1. 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.
4.2.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.
4.3. Connect your data
Set the SQL Query
The SQL query is used to search for contacts in the database. You can customize it to filter contacts based on the selected subject category or other criteria. The query should return relevant contact information based on the user's input.
SELECT * FROM contacts WHERE category = :category
You can replace :category with the actual category selected by the user in the questionnaire module. If you do not use a questionnaire, you can remove the WHERE clause.
In our template, the SQL query is already set up to search for contacts based on the selected subject category.
See here how to Uplaod Contact Information
The file to be uploaded must contain the following columns:
Optional would be e.g. the subject field (see point 2., where it is queried), another URL or a picture of the contact
5. Customize the Farewell Message (Optional)
Edit the message that appears when the customer leaves the live chat. Goodbye Module in Detail
Further Information
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