Creating agents and departments

Anthony Spallone -

To learn about adding agents and departments, watch the video or follow the steps below.

You need to create an account for each support agent who will be responding to chats. Depending on the size of your organization, you might also want to organize these agents into departments, such as Billing or Shipments. to more efficiently direct visitors to an agent who can help them. For details, see this article.

To add agents

  1. Go to your dashboard and select Manage Agents
  2. Click Add Agent.
  3. Enter relevant details, like in the screenshot below.
  4. To also make your agent an administrator, select the Administrator check box. 

    addingagents.png
  5. Click Create Agent. Your colleague will receive the login details over email and can start using Zopim right away.

 To create a department

  1. Go to your dashboard and select Manage > Departments. 
  2. Click Add Departments.
  3. Enter relevant details, like in the screenshot below.
    adddepartment.png
  4. Click agent names to add them to the department.
  5. Click Create Department

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.