Initial service message

Customize the message that indicates a customer has been sent to the digital service queue.

Here you configure the queue message before human service. This message serves as an indicator that your customer has entered the queue and will soon be assisted by a real person.

Attention: this message is specific to inform your customer about the transfer. The agent who picks up the service in the Digital Workspace needs to interact with the customer so they know the service has started.

How to Access

Access: Service / Digital Service / Initial service message, as shown in Figure 1:

Figure 1: Initial Service Message.

The page shows an informational notice at the top, an editable text field for the message, an explanatory section about custom parameters and two buttons at the bottom:


Configuring the Initial Message

1. Informational Banner

At the top of the page there is a blue banner with the text:

This is the default message - click confirm to configure.

This notice indicates that you are viewing the system's default message. After customizing and confirming, this banner disappears.

2. Message Field

Just below there is a large text field where you can edit the message that will be sent to customers.

System default message:

Please wait a moment. I will call someone available to continue your service. {{TOTAL_CALLS}} Also, please note the reference number for our conversation: {{PROTOCOL}}

3. Message Preview

To the right of the edit field, there is a real-time preview showing how the message will appear to the customer, as shown in the Figure 2:

Figure 2: Interface


Custom Parameters

The platform offers dynamic parameters automatically replaced with real information at the time of sending, as shown in the Figure 3:

Figure 3: Custom Parameters

Available Parameters

{{PROTOCOL}}

  • Function: Displays the service protocol number.

  • Description: Parameter that customizes the display of the service protocol within the message.

  • Output example: 20251112143025789.

  • Recommended use: So the customer has a reference for the service number.

{{TOTAL_CALLS}}

  • Function: Displays the number of services in the queue

  • Description: Parameter that customizes the display of the number of services in the queue within the message

  • Output example: There are 3 people waiting for service.

  • Recommended use: To give the customer transparency about the estimated wait time.

How to Use Parameters

To insert a parameter into the message:

  1. Place the cursor at the desired location in the text

  2. Type exactly as shown: {{PROTOCOL}} or {{TOTAL_CALLS}}

  3. The system will automatically replace it with the real value at the time of sending

Important: Parameters must be typed exactly as shown, including the double braces and uppercase letters. You can also keep the parameters in the suggested message and edit only the text.


Customizing the Message

Writing Best Practices

State the transition

Make it clear that the customer has entered the service queue.

Examples:

  • You will be assisted by one of our specialists shortly.

  • An agent is already on the way to help you!

  • Our team is ready to assist you.

Provide the protocol

Always include the parameter {{PROTOCOL}} so the customer has a reference.

Example:

  • Your service reference: {{PROTOCOL}}

  • Note this number for future reference: {{PROTOCOL}}

Manage expectations

If you use {{TOTAL_CALLS}}, be transparent but positive.

Example:

  • {{TOTAL_CALLS}} Please wait a moment, you will be assisted shortly!

Keep tone consistent

Use the same tone of voice that your company uses on other channels.


Configuring the Message

Step by Step

1. Edit the text

Click on the message field and edit the text as desired. You can:

  • Completely rewrite the message

  • Add or remove parameters

  • Adjust the tone and style

  • Include line breaks for better formatting

2. Preview in the preview

As you edit, the preview on the right updates in real time showing how the message will look with example values in the parameters.

3. Confirm changes

After finishing the edit, click the button Confirm at the bottom to save the new message.

4. Reset if necessary

If you want to revert to the system default message, click the Reset (in red).

Action Buttons

Confirm

Figure 4: Confirm

  • Saves the edited message.

  • The new message will be used in all queue sendings.

Reset

Figure 5: Reset

  • Restores the system default message.

  • Discards all customizations made.

  • Useful if you want to start over from scratch.

Attention: Always click Confirm after making changes. If you leave the page without confirming, the changes will be lost.


Relation to General Settings

This message will only be sent if the setting Show initial service message is enabled in the General Settings of Digital Service.

To enable or disable sending this message:

  1. Go to Service / Digital Service / General Settings

  2. Locate the toggle Show initial service message

  3. Enable (purple) to send the message or disable (gray) to not send

Even with the toggle disabled, you can keep the message configured here. It will be saved and used when the toggle is enabled again.


Testing and Validation

How to Test the Message

1. Configure the message

Customize the text and click Confirm.

2. Enable in General Settings

Make sure that Show initial service message is enabled.

3. Simulate a service

  • Start a conversation through your channel (WhatsApp, Webchat, etc.)

  • Overflow from the bot to human service

  • See the configured message in the queue

4. Validate the parameters

Check that:

  • The protocol was correctly replaced by the number

  • The number of services in the queue was displayed (if using {{TOTAL_CALLS}})

  • The text is properly formatted

  • The tone is appropriate

Validation Checklist

Before putting into production, verify:

  • The tone is aligned with the brand identity

  • There are no Portuguese or typing errors

  • The message is not too long (ideal: up to 3 lines)

  • Parameters are written correctly with double braces


Optimization Tips

To Improve the Experience

Be brief

Long messages intimidate or cause the customer to miss important information. Keep it between 2-4 lines.

Use TOTAL_CALLS wisely

This parameter can be useful for transparency, but can also frustrate if the queue is large. Consider:

  • Using only during low-traffic times

  • Omitting it if your operation is always fast

  • Adding a positive message after the number

Test with real customers

Ask feedback from some customers about the message before implementing it for the entire base.

Review periodically

Every quarter, reassess whether the message is still appropriate for the company's moment and customer expectations.

Common Mistakes to Avoid

Parameters typed incorrectly

{PROTOCOL} (one brace) or {{protocol}} (lowercase) will not work. Use exactly {{PROTOCOL}}.

Message too formal or too informal

Ensure the tone is aligned with the brand's communication on other channels.

Not including the protocol

Always provide the protocol so the customer can reference the service later.

Unrealistic promises

Avoid you will be served in seconds if reality is different. Be honest and positive.

Message too long

Very long texts can be ignored or cause frustration. Be concise.


Use Cases

The Initial Service Message is especially useful for:

  • Humanizing the transition from the bot to a human agent, making it clear that there will now be human assistance

  • Providing reference information through the protocol for future inquiries or complaints.

  • Managing expectations informing about position in the queue when appropriate.

  • Creating connection with a personalized greeting that reflects the brand's values.

  • Reducing anxiety for the customer by informing them they are being properly directed.

  • Standardizing communication ensuring that all agents start in the same professional manner.

  • Collecting later feedback by providing a protocol that facilitates identification of the service.

  • Increasing trust by demonstrating organization and transparency in the process.


Last updated: October 2025

Last updated