Importing Predefined Content Document version 1.5 April 2018

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Importing Predefined Content Note: Supported file type is .CSV file, UTF 8 encoding only In order to import content successfully and avoid import errors, simply follow the best practice steps below. Exporting and editing the file:

1. Go to the PreDefined content library 2. Export your current .CSV file from LiveEngage and work on this file as your template 3. Edit content and translations to the CSV file. We recommend Google Spreadsheet,

Numbers, or OpenOffice for this purpose. UTF 8 encoding only is supported 4. While editing the document, keep the following guidelines in mind:

o If you wish to modify an existing entry: Do not change the item ID if you wish to keep any of the existing content, as if the ID is changed it will be added it as a new line.

o If you wish to delete an entry: Delete the entire line from the file, including the item ID.

o If you wish to add a new entry: § Item ID column:

• The value shall contain a new positive integer and should not remain empty.

• Simply add any non-existing (new) positive integer item number that not exist.

• In order to avoid mistakes, it’s recommended to sort the existing item numbers and proceed with the same sequences. if you keep this guidelines when importing, you will have no errors.

§ Language column: • To add a new translation row (to existing predefined content),

duplicate the row, keep the existing item ID but change the language code as needed.

For example: Item ID

Language Title Text Categories

11 en-US Welcome Welcome to our messaging service. What can we help you with today?

Greeting

11 en-UK Welcome Welcome to our messaging service. How may I assist you today?

Greeting

12 en-US Chat again

Please feel free to contact us at any time. Closing

22 en-UK Chat again

Thank you for your time. Please do contact us again whenever you need assistance.

Closing

§ Hot Keys column: The Hot keys combinations are unique, you cannot use the same hot key in 2 different item numbers. You may leave this cell empty if hot key is not needed.

5. Save the edited file. Make sure to save it with a UTF 8 encoding only. Other encoding files are not supported. Note: Using the ';' character in the file is not supported - ';' is considered as a new line in the import process and may create undesired behavior. In order to prevent this, avoid using this character in any of the cell values.

Importing the file:

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1. Go back to the Predefined content page, and click the Choose File button. 2. Locate your CSV file, and then click the Open/Choose button. 3. Click the Import button at the bottom of the page.

The import process will only perform actions on rows that have been changed, as follows: o In case the item ID cell was left empty or an unsupported format was entered ->

ERROR will display on LiveEngage system. o In case the item ID already existed in the file and an additional attribute in the row is

changed -> This predefined content will be UPDATED on LiveEngage. o In case the item ID already existed in the file and no other attribute in this row is

changed -> This predefined content will remain as it is on LiveEngage (no operation will be carried out).

o In case of a new item ID (non-existing positive integer) -> The item will be ADDED as a new predefined content on LiveEngage.

o In case one item ID is deleted from the file -> The item will be DELETED from LiveEngage as well.

The Restore to default option will not be available after the import. 4. While in progress, you can click the Run in Background button to continue working in the

system. An icon will be added to the top bar and will notify you when the upload is complete. Pressing the notification will take you back to the import related page.

5. A CSV file with your current items will be automatically downloaded as a backup. 6. If your CSV file was successfully uploaded, you will get a notification that the process was

successful and the Predefined content list will display the updated content. 7. If the upload failed, relevant messages will be displayed.

Note: Newly imported categories will not be visible (active) to the agent by default. To activate them, go to the Manage Categories page. In addition, newly imported languages will not be added to the Selected Languages by default. To add them, go to the Engagement languages. The Predefined Content CSV file A CSV (comma-separated values) file stores tabular data (numbers and text) in plain-text form. The CSV file is the only accepted form for importing and exporting predefined content. Predefined content CSV file format The first line of your CSV has to include the field headers described below, in the same order, with each separated by a comma. Subsequent lines in the file should contain data for your content using those same fields in that exact same order. Here's a description of each field:

• Item ID (mandatory) – the predefined content identifier. If you have different translations for the same predefined content, it will be presented in different lines with the same Item ID.

• Language ID (mandatory) – a language into which the predefined content is translated. The expected value is a language code, for example: en-UK for British English.

• Title ID (mandatory) – the Predefined content name/title. This string is limited to 75 characters.

• Text ID (mandatory) – the predefined content in the language noted in the “Language” field. This string is limited to 8000 characters.

• Categories (an optional value) – a categorization of the predefined content, for example, all welcome messages will be grouped under the “Greetings” category. This field can contain multiple categories separated by semicolons.

• Status ID (mandatory) – The predefined status indicates whether the predefined content is available for use. The expected values are:

o Active o Inactive

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• Hot Key Letter (an optional value) – a letter (a-z) that, combined with the “Hot Key Number”, is a shortcut to the predefined content.

• Hot Key Number (an optional value) – a number (0-9) that, combined with the “Hot Key Letter”, is a shortcut to the predefined content.

• Skills (mandatory) – the list of skills that are associated with the predefined content item. Only predefined content that is associated with the current engagement's skill will be displayed in the Agent Workspace. This field can contain multiple skills separated by semicolons.

• LOBs (Lines of Business - an optional value) – the list of Lines of Business that were associated with the predefined content item. This field can contain multiple LOBs separated by semicolons.

Note: If you have different translations for the same predefined content, you will need to have one line per language. Besides the “Language” and “Title” and “Text” all values should be the same. This document, materials or presentation, whether offered online or presented in hard copy ("LivePerson Informational Tools") is for informational purposes only. LIVEPERSON, INC. PROVIDES THESE LIVEPERSON INFORMATIONAL TOOLS "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. The LivePerson Informational Tools contain LivePerson proprietary and confidential materials. No part of the LivePerson Informational Tools may be modified, altered, reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), without the prior written permission of LivePerson, Inc., except as otherwise permitted by law. Prior to publication, reasonable effort was made to validate this information. The LivePerson Information Tools may include technical inaccuracies or typographical errors. Actual savings or results achieved may be different from those outlined in the LivePerson Informational Tools. The recipient shall not alter or remove any part of this statement. Trademarks or service marks of LivePerson may not be used in any manner without LivePerson's express written consent. All other company and product names mentioned are used only for identification purposes and may be trademarks or registered trademarks of their respective companies. LivePerson shall not be liable for any direct, indirect, incidental, special, consequential or exemplary damages, including but not limited to, damages for loss of profits, goodwill, use, data or other intangible losses resulting from the use or the inability to use the LivePerson Information Tools, including any information contained herein. © 2018 LivePerson, Inc. All rights reserved.