Agent Guide

Calling Service

Online Status Setting

After the customer service goes online and enters the Calling interface, first check whether browser permissions have been authorized. If not, click the authorization button in the upper left corner to authorize.

After getting ready, click the status button in the upper left corner to switch your status to "Available".

Answer Calls

When a call is assigned and comes in, you will see a prompt pop-up appear on the interface. Click the green call button to answer the call and provide service. After completing the call, click the red end call button to end the current call.

Other Operations

1. Add Call Tags: Click the add button to add tags to calls, facilitating the subsequent classification and management of call records

2. Add and Edit Call Summary: Briefly summarize the call, such as recording the resolution status of user issues, legacy problems, Customer Satisfaction Score, etc.

3. Modify contact information: Click on the contact details on the right to edit and update the relevant information of the contact

4. Switch to the Inbox Chat page to send messages: If you need to communicate text, images, or other message content with the customer during or after a call, you can switch to the Chat tab to continue communicating with the customer