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.