How Can I Add Agents & Update Their Roles

Adding agents to handle live chat conversations is a simple process with REVE Chat. You can manage your agents with different roles to deal with chats effectively. You need to follow the steps mentioned below for adding more agents to manage your conversations.

Step 1. From the REVE Chat dashboard -> go to the ‘Agents’ menu 

Step 2: Click on ‘Add Agent’ to get a list of fields that needs to be filled up to define the roles of agents and submit them successfully to manage customer conversations.

How can you add the agent’s details?

You need to add the details rightly in all the given fields so that your agents can handle conversations effectively.

Note – You can assign the roles of admin or agent to the invited agents to manage conversations.

Agent: 

If you assign the role of an “Agent”, they get limited flexibility to the functions.

Admin:

If you assign the role of the “Admin”, they will get the complete flexibility to execute the dashboard, billing-related things, etc.

• Concurrent Chat – You can assign the number of chats that your agent can handle at the same time. You can balance your conversations across your all agents to maintain the uniform distribution of chats.
• Designation – You can assign a designation you the agents. 
• Additional Info – You can add extra details related to the conversations.
• Select Profile Photo – You can update the profile picture with your agent’s photo to give a personalized touch to your conversations.