Carousels are a rich messaging type that are great for displaying different options with a visual element.
They are supported on these CRM platforms:
*If using Sunshine Conversations/ Zendesk Messaging please be aware that not all channels support this feature, more information on that is available here.
This is a beta feature at the moment. It is on its way to incorporate API integration so the content can be automatically generated.
This article covers:
- How to add a carousel to a dialogue?
- How do carousels look like to customers on each CRM platform?
How to add a carousel to a dialogue?
- Go to the dialogue where you want to add a carousel
- Click + and select Carousel
Enter the parameters to the card fields. Each carousel can have up to 10 cards:
- Add buttons to the card:
- Each card can have up to 3 buttons
- Can't mix text buttons and buttons with external links under the same card
❗ Note that different CRM platforms have different limitations. Select the CRM platform you use to see more:
To capture the scenario when chat visitors don't interact with the carousel, turn on the fallback block by clicking the Carousel block, then toggling the Fallback option on in the right side drawer.
When on, the fallback block will be triggered if the user types something instead of using the card buttons.
Dynamic Carousels (beta)
The content of the carousels can be filled automatically based on chat visitor input by incorporating API integration with your back-office systems. Contact your Customer Success Manager to learn more.
How do carousels look like to customers on each CRM platform?
The look and feel of the carousel depends on the CRM platform you use. The example at the beginning of this article is how a carousel looks like in the ultimate.ai Dashboard. Below are what the same carousel looks like on different platforms and limitations to keep in mind when building your own: