External Deflection Links

The aim of External Deflection Links is to provide another channel where information is readily available for consumers, like an FAQ page, and where they may be able to get an answer faster. It will also help contact centers reduce inbound requests to Agents.

When a consumer clicks on an external deflection link:

Consumers will also be able to return to the support experience after visiting a redirection link, so they can get more help from an agent if the redirect didn't resolve their request or question.

Mobile Experience

In the Mobile SDK, external deflection links will be displayed underneath the available call chat and email options. The icon, name, and call to action, are displayed as configured on the Deflection Links overview page.

When the consumer clicks on the external deflection link, the configured mobile deep link launches the associated app.

Returning to Support Session

When returning to the support session after having visited an external deflection link, the consumer is presented with a alert asking Did that resolve your issue?

The option buttons available are No or Yes.

  • If a consumer clicks No: The alert is closed and the respective queue's contact options are displayed again.

  • If a consumer clicks Yes: The alert is closed and the support session is ended. The consumer is returned to the originating app's screen where they initiated the support session.

When returning to the support experience after 5 minutes of visiting an external deflection link, the alert is not presented, and the help session is terminated.

The user is returned to the originating screen where they initiated the support session.

Web Experience

The icon and name displayed here will be retrieved from your administrator configuration on the Deflection Links overview page in the CCAI Platform portal.

When there are less than five alternatives, the Web SDK displays external deflection links as follows:

When there are more than five alternatives, the Web SDK displays external deflection links as follows:

When the consumer clicks on the external deflection link, the configured URL opens within a new tab in the user's active browser window.

Returning to the support session after visiting an external deflection link

When the consumer returns to the support session, within 5 minutes, after having visited an external deflection link, they're presented with a alert asking Did that resolve your issue?

The option buttons available are No or Yes.

  • When a consumer clicks No: The alert is closed and the respective queue's contact options are displayed again.

  • When the consumer clicks Yes: The alert is closed and the support session is ended.

The user is returned to the originating screen where they initiated the support session.

When returning to the support experience after 5 minutes of visiting an external deflection link, the alert is not presented, and the help session is terminated.

The user is returned to the originating screen where they initiated the support session.

Configuration

External Deflection Links give you the ability to offer additional support options in addition to our standard chat, call and email options. For example, add a Billing FAQ link to your Billing queue or link to your social media channels. External Deflection lInks can be configured as the only support options.

The external deflection link appears in the UI based on how it is created in the Add Deflection Links configuration panel (for example: the name, a call to action, and the icon upload).

Prerequisites

For Web: Web SDK version 2.2 or later

For Mobile: Mobile SDK version 0.41.0 or later

Admin Configuration

  1. Go to Settings > Chat > Mobile & Web > External Deflection Links.

  2. Click View Links.

    The Deflection Links Overview Page will load.

    If Deflection Links are configured a list of links will appear.

    This list will be empty if no Deflection Links are set.

The Deflection Links overview page lists all configured external deflection links.

Further information displayed includes: if the link is enabled (On/Off), configuration details (display name, URL, icon) as well as assigned queues.

Adding a Deflection Link

  1. To add a deflection link, click Add Deflection Link.

    A new window, the Add Deflection Links configuration panel will open.

The identification, name, and URL are all required to be entered in this panel to add the deflection link. This is where you may add a call to action (optional and just for mobile). Icons will also be uploaded here.

The following fields are required:

  • Identifier: Enter the name used within the Portal only (internal reference). For example, Spanish version FAQ.

  • Displayed Name: Enter the name to be displayed to the consumer. If using another language you will need to add the name here in that language.

  • URL: Enter the URL to where the deflection link will direct.

[optional] Call to Action (only applicable to Mobile): Enter a call to action which will appear like help text below the name of the Link. For example, Join our community support members here!

Upload Icons

Mobile Icons

Enter the Mobile Icon name:

The icon name must match the icon's filename in the iOS asset catalog and the Android drawable folder. Check the iOS and Android README file for more details.

Web Icon

By default, the default deflection link web icon is displayed.

If a web icon has been previously uploaded that icon will display.

To upload a web icon:

  1. Click the web icon Upload a web icon{height="22"} to select a file from your file explorer.

    Recommendation: For the best display experience, upload a .svg file.

    The uploaded icon will now display.

  2. Click Save.

    The Add Deflection Links panel will close.

    The external deflection link you just set is now available as a new support option at the bottom of the Deflection Links overview page.

    This new deflection link will start off without being assigned to any queues and will start in the On state.

Assigning an External Deflection link to a queue

  1. Go to Settings > Queue >Mobile or Web.

  2. Click a leaf-queue. A panel on the side shows the queue Settings.

  3. Check the External Deflection Links checkbox.If that queue does not have an assigned external deflection link, then No deflection links selected is displayed.

  4. Click Set Deflection Links to open the drop-down menu.

  5. Select which external deflection links you would like to assign to the queue so that is appears to consumers in the UI.

  6. Click Add.

  7. Check the External Deflection Links checkbox.

A success alert Updated Channel setting will display.

Setting External Deflection Links as an option

Set an external deflection link as an after-hours deflection and an overcapacity deflection.

After Hour Deflection Option (Mobile and Web only)

  1. Go to Settings > Chat go to Mobile > Web Chats > After Hour Deflection Options.

  2. Under After Hours Deflection Options, click Set Deflection Links to open the drop-down menu. Thedrop-downn component displays the list of options that are turned On in the Deflection Links overview page. By default, no custom deflection links are selected.

  3. Select which external deflection links you would like to assign as an After Hours Deflection option.

  4. Click Add.

  5. Click Set Deflection.

Overcapacity Deflection Option

  1. Go to Settings > Chat.

  2. Go to Mobile > Web Chats >Overcapacity Deflection Options.

  3. Click Set Deflection Links to open the drop-down menu. The drop-down component displays the list of options that are turned On in the Deflection Links overview page. By default, no custom deflection links are selected.

  4. Select which external deflection links you would like to assign as an Overcapacity Deflection option.

  5. Click Add.

  6. Click Set Deflection.

This globally applies the selected deflection links as After Hour / Overcapacity deflection options.

Mobile Queue-specific Custom After Hour Deflection

External deflection links can be set for a custom after hour deflection.

This is only available Mobile as custom After Hours is not supported for Web.

  1. Go to Settings > Queue > Mobile > Custom After Hour Deflection > Deflection Options.

  2. Under Deflection Options, check the External Deflection Links checkbox. The number beside External Deflection Links indicates how many deflection links are available.

  3. Select which external deflection link to apply.

  4. Click Add.

  5. Click Set Custom After Hours Options.

This applies the selected deflection link to the respective queues After Hour deflection options.