How do I Change from the Bot to Me in a Playbook

edited April 9 in Playbooks

If you are looking to change who the message sends from in a playbook in order to show yourself instead of the bot, you can do so in the Welcome Message 'Live Chat' section of the playbook. First, navigate to the Playbooks page from the left sidebar menu and select your Welcome Message playbook.

There are four areas of the Welcome Message playbook: Message, Goals, Targeting and Review. In the Message section, under 'Send from' there will be a drop-down menu of the teammates on the account (or for free users, the bot or yourself).

In the Message section, under 'Send from' there will be a drop-down menu of the teammates on the account (or for free users, the bot or yourself).

You will select your avatar from the drop-down menu. When a site visitor navigates to your site, the welcome message will appear to send from you and your avatar / name will be displayed. 

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