Live chat and meeting booking: The end-to-end experience
Explore how Adobe Brand Concierge connects website visitors with representatives through live chat or meeting booking. See how representatives receive conversation context and how your team can review the resulting engagement in Marketo.
Who is this video for?
- Representatives who respond to live chats and scheduled meetings
- Marketing teams who review visitor engagement in Marketo
Video content
- How visitors submit their details and request a live chat, and how the first eligible representative to accept takes the conversation
- How representatives review conversation history, an AI-generated summary, and visitor information before continuing the conversation
- How representatives score and close a chat, after which visitors can continue talking with the Concierge
- How visitors select an available meeting time using routing rules, without resubmitting details already provided during the session
- How your team reviews active and past chats and booked meetings in Marketo, searches and filters records, and exports meeting information to CSV
For documentation, see Live chat and meeting booking.
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