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Predefined Scripts for different scenarios when working with customers

Alonzo Lattimore 3 years ago updated by anonymous 2 years ago 2

What I'd like to do is setup predefined scripts that can be pushed to the client side chat window. I used to work for Plumchoice and they used Bomgar as their remote support platform. When a customer was about to be serviced I was able to push over the Terms of Service, the Malware Disclaimer, and Data Backup Disclaimer. These individual scripts that were pushed to the client side chat window depending on the situation. Can screenconnect mimic this? I have just recently installed chatonconnect and it works perfectly. All I need now is the predefined scripts and I will be over joyed.

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Alonzo,

If you want to send predefined messages to the guest's chat window try the Preset Chat extension available on the Extension Marketplace. 


Let me know if the extension helps. 


Dimitri was referring to the toolbox feature, which could also help, depending on what you're attempting to do.  

https://docs.connectwise.com/ConnectWise_Control_Documentation/Get_started/Host_client/Toolbox_menu/Personal_toolbox


Not sure I understand by the reply. What do you mean by toolbox? Could you be more specific?

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Alonzo,

If you want to send predefined messages to the guest's chat window try the Preset Chat extension available on the Extension Marketplace. 


Let me know if the extension helps. 


Dimitri was referring to the toolbox feature, which could also help, depending on what you're attempting to do.  

https://docs.connectwise.com/ConnectWise_Control_Documentation/Get_started/Host_client/Toolbox_menu/Personal_toolbox