How to route visitor chats to operators based on the Clearbit info?

How to route visitor chats to operators based on the Clearbit info?

You can route the website visitors to your operators based on the Clearbit values.

  1. Navigate to Settings > Automation > Chat Routing, click Add which you can find in the top right corner of the window.
  2. Specify a name for the rule.
  3. Choose a website in which the rule is to be activated.
  4. In the Choose a condition drop-down, select Clearbit company option.
  5. Choose a pre-defined condition for the same.
  6. Then, choose a chat routing option in the On what basis would you want to route the filtered out chats to the operators? section.
  7. Click on the (+) symbol to add operators.
  8. Finally, click Save.

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