# Agent/Sale Guide

## Accepting Invitations

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

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FADk2MAcapZ0SLpuVIVT0%2Fimage%20(260).png?alt=media&#x26;token=fa93e229-edc9-4611-af71-7164fc3f6eef" alt=""><figcaption></figcaption></figure>

## Personal Account Settings

### Personal Preferences

Find Account (under the avatar in the lower left corner) and click Edit to enter Account > [Profile](https://www.ycloud.com/console/#/app/userSettings/myProfile)

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.

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FGFsKkiJopo8CMcCpFbIW%2Fimage%20(261).png?alt=media&#x26;token=17e65159-979f-48b6-a453-fe748022b254" alt=""><figcaption></figcaption></figure>

### Notification Preferences

Set the scenarios for inbox notification triggers: Account > [Notifications](https://www.ycloud.com/console/#/app/userSettings/notification)

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

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FSZdGAfDP0QzUq0zsqIj5%2Fimage%20(263).png?alt=media&#x26;token=a9104903-2e4f-48b5-841c-ba03832fb0c7" alt=""><figcaption></figcaption></figure>

## Welcoming Customers

### Familiarize Yourself with the Inbox Chat Interface

[Please refer to the documentation](https://helpdocs.ycloud.com/help-center/inbox/quick-start-with-inbox)

### 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.

<table><thead><tr><th width="126">Name</th><th width="120">Display</th><th>Explanation</th></tr></thead><tbody><tr><td>Available</td><td><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FERunfchuxHouulevf71C%2Fimage%20(274).png?alt=media&#x26;token=fca38a02-e0c7-49a4-ae9a-6dce405bb261" alt="" data-size="original"></td><td>Available: Will be automatically assigned new conversations; can be manually transferred</td></tr><tr><td>Away</td><td><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FK7F5sYRCF0Ldjjvzki6F%2Fimage%20(275).png?alt=media&#x26;token=7d6e3e9c-ab9f-4c90-9055-731fed616960" alt="" data-size="original"></td><td>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</td></tr><tr><td>Offline</td><td><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2FtvQnNQhUniZWJcbYDJEz%2Fimage%20(272).png?alt=media&#x26;token=6e443b8c-8be0-4813-9dd9-f8b7b29aebd2" alt="" data-size="original"></td><td>Not logged in: Only when the allocation rule is set to Owner priority will new conversations be assigned. Can be manually transferred</td></tr></tbody></table>

<figure><img src="https://3466127247-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSIAnjLP6KQY5rvyuaq5K%2Fuploads%2F4J8avh2yFXXBNbKI4T15%2Fimage%20(264).png?alt=media&#x26;token=d68a185f-79af-4ac0-a87a-04416c6cf192" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://helpdocs.ycloud.com/help-center/inbox/agent-sale-guide.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.