Agent Management
- Topics:
- Dynamic Chat
In Agent Management, view a list of agents in your Dynamic Chat instance, manage teams, and set your fallback rules.
Agents
This tab lists all of the agents in your Dynamic Chat instance, and includes such information as their name, email address, live chat status, and more.
Teams
Admins can create teams of agents to facilitate ease of routing to specific groups of sales agents.
Create a Team
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Click + Create Team.
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Give your team a name.
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Click the Add Agents drop-down and select the desired agents.
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Click Create.
Fallback Rules
Meeting Fallback
Select a standard (system) message or write a custom one for visitors to see when meeting booking is unavailable.
Live Chat Fallback
Select a standard (system) message or write a custom one for visitors to see when Live Chat is unavailable.
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