Agent/Sale Guide
Customer Service Operation Guide
Last updated
Customer Service Operation Guide
Last updated
Find the corresponding activation email and click the "Activate your account" button to accept the invitation and complete the account activation.
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.
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)
Please refer to the documentation
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 |
