Chili_1 -
: In your workspace, navigate to your Chat Journey settings. You will need to route your visitor for a Live Chat or Meeting first.
While "chili_1" isn't a widely recognized software term, if you are working with (often referred to in tech circles with "chili" prefixes), a highly useful feature you can set up is a Chat Journey with automated Salesforce updates . chili_1
: Use this node to update the Salesforce owner to the Assignee selected by the platform during the live interaction. : In your workspace, navigate to your Chat Journey settings
This feature streamlines your sales funnel by ensuring that whenever a prospect engages with your website's live chat, their record is automatically updated or created in your CRM with the correct owner assigned. : Use this node to update the Salesforce
: Enable "Update Account if an Account is matched" to ensure that if the prospect already exists in your system, the data syncs to the existing record rather than creating a duplicate. Alternative: Instant Pot "Sauté" Feature
Instant Pot Chili Instructions: I recommend using the “Sauté” feature on the Instant Pot to brown the meat, as directed in Step 1. Gimme Some Oven Creating a Chat Journey - Chili Hub
