Script steps

[VISITOR STARTS CHAT]


Hi, how can I help?


[VISITOR STATES REQUIREMENT]


[FOR NEW CUSTOMERS LOOKING TO USE TAXFILER, EXPLAIN THAT TAXFILER IS NOW IRIS ELEMENTS TAX, AND THEY CAN LEARN MORE ABOUT THIS HERE - HTTPS://WWW.IRIS.CO.UK/PRODUCTS/IRIS-ELEMENTS/TAX/]


[FOR EXISTING CUSTOMERS LOOKING FOR SUPPORT, USE THE ‘SUPPORT FAQS’ SECTION]


[IF THE VISITOR NEEDS SOMETHING THAT DOESN’T FIT INTO ANY OF THESE CATEGORIES, TAKE NAME AND EMAIL ADDRESS, INCLUDING COMPANY NAME]


If I could take your name and email address, someone from the team will be in touch asap.


[VISITOR GIVES NAME & CONTACT DETAILS]


Thanks for giving me all that information, [VISITOR FIRST NAME]. We’ll be in touch asap.


[VISITOR SAYS THANKS/CONFIRMS]


You’re welcome. Thanks for visiting!