Process incoming messages / Manually start a business process

Manually start a business process

While communicating with a client, the operator can start a business process directly on the session page.

For example, this may be needed when a client leaves a request via a live chat. The operator asks about the details and starts the process configured for handling requests.

To do this, click on the three-vert-dots-icon icon in the upper right corner of the session page and select Start Business Process.

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In the window that opens, specify the process. It is possible to select any global business process or process configured within a workspace or an app.

The process will start immediately. The operator needs to manually enter the values of process context variables, for example, on the form of the first process task.

Please note that operators with Offline status cannot launch business processes on the session page.

Send messages during a business process

In a business process, you can send automatic messages to a client, for example, about a change in the request status. Such notifications are generated without operator’s participation and are displayed in the chat window in the Live Chats workspace.

The sending of messages during the process can be configured by the system administrator. The following activities are used for this:

Automatic process start

Operators can launch processes from the session page, but you can also configure automatic process start triggered by certain events. For example, when a new session is created, a new lead can be added to the system.

Only system administrators can configure automatic process start. Read more about it in the Configure automatic process start article.