Starting a new session

  • Updated

To prevent overwriting your data, it is important to always start a new session for each interaction with a customer or end-user. The Agent Portal has a built-in Done with Customer button to prevent reuse. And integrations keep sessions separated by attaching the session to a record. If you're using a tree on a Standalone page, you'll want to use the procedure outlined below.

Add a Link Node

  • Start by adding a Link Node, and add your tree's Production URL to the "Redirect to this URL" field (We named the page title "End call"). 
  • You can find this link by opening your tree in the Editor and choosing the Publish button. 


Add Persistent Button

  • Go into the Settings > Display Tab and add a "Persistent Button" that points (in the "Go to node" field) to the Link Node created above. 


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