Agent Assignment

1. Assigning Agent Manually:

  • At the top right of the chat room, click on the "Assign" option.
  • A dropdown menu will appear with two options: Agent and Team.
  • Select Agent, choose the agent you want to assign, and click "Assign Chat".


2. Assigning Team Manually:

  • Click on the "Assign" option at the top right of the chat room.
  • From the dropdown, select Team to assign the chat to a specific team.
  • Once assigned, the Team Manager can manually assign the chat to an agent within the team.


3. Assigning Team/Agent Automatically:

  • Use the "Agent Live Chat" or "Team Live Chat" component to automate chat assignments.
  • Drag and drop the desired component onto the canvas within the chat flow.
  • Click on the three dots inside the component window and select the preferred agent or team.
  • Upon saving, the chat will be automatically assigned as the flow progresses.