Agent/Sale Guide

Customer Service Operation Guide

Accepting Invitations

Find the corresponding activation email and click the "Activate your account" button to accept the invitation and complete the account activation.

Personal Account Settings

Personal Preferences

Find Account (under the avatar in the lower left corner) and click Edit to enter Account > Profile

Upload your profile image, recommended size 640*640, less than 5MB, and fill in basic information.

PS: This information is only used for internal management identification, and customers can only see the image corresponding to the WhatsApp number.

Notification Preferences

Set the scenarios for inbox notification triggers: Account > Notifications

• Set the timing for sound alerts

• Set the timing for browser pop-up alerts (browser alert permissions need to be enabled)

Welcoming Customers

Familiarize Yourself with the Inbox Chat Interface

Please refer to the documentation

Starting a Chat

Personal Status Setting

After logging in, the status is "Away," adjust it to "Available," and new conversations will be automatically assigned at this time.

The customer service status is the basis for the system to determine whether to automatically assign conversations.

Name	Display	Explanation
Available		Available: Will be automatically assigned new conversations; can be manually transferred
Away		Away: New conversations will not be automatically assigned to away agent when the assignment rule is set to "only assign to online agent"; can be manually transferred
Offline		Not logged in: Only when the allocation rule is set to Owner priority will new conversations be assigned. Can be manually transferred