How To Add Agents
How to create Agents:
Agents are customer service representatives that you incorporate into your platform. They interact with users, provide support, answer questions, and guide clients through various processes. By offering assistance and resolving issues, agents ensure a smooth and positive experience for your customers, helping to build trust and satisfaction. They are essential in maintaining effective communication and addressing any concerns that clients may have promptly and professionally. Follow this tutorial to see how:
Go to Settings → Agents
Click Add New Agent to invite new agents to your workspace
Write your agent’s Name and email address, and select the status, such as Active, Offline, etc
You can also choose this member’s Role, which can determine their access level, such as Super Agent, Admin, Finance, etc
After that, a confirmation email will be sent to the agent. follow the instructions in the email to complete the process and finalize everything.
You can always update your agent’s information. Any incorrect details can be easily corrected here. Keeping your Agent’s information accurate helps streamline your workflow and ensures effective communication. Follow this tutorial to learn how.
Click the Three-dotted button
Click Edit
Now, you can edit your Agent’s information, their Roles, and Status
Don’t forget to click Save to ensure your changes are saved
Click the Three dotted button
Click Revoke
When deleting an agent you have to choose another Agent to assign the chats to, this will ensure that no chats are left unassigned or lost during that process
Click Revoke to confirm
Assigning Chats to Agents:
Conversations can be assigned to specific agents or teams. This approach enhances flexibility and control over conversation management, making it easier for teams to collaborate and address issues efficiently. By directing conversations to the right agents or teams, your teams will become more organized and experience improved teamwork.
What Are Teams?
Teams are groups of agents dedicated to specific departments like customer service, sales, and technical support. This organization ensures each team focuses on their expertise, providing specialized support and efficiently addressing customer needs. It streamlines operations, improves response times, and enhances overall customer satisfaction.
Related Articles
Azeer Subscription Plans
Overview of Azeer Plans Discover the flexibility of Azeer’s subscription plans, designed to meet the diverse needs of businesses at every growth stage. Whether you’re a startup, a growing team, or a large organization, Azeer has a plan tailored to ...Teams - How to Create and Manage Teams in Azeer
How to Create and Manage Teams in Azeer ? Reading Time: 2 Min Teams in Azeer allow you to organize agents into specific departments, like Customer Support, Sales, and Marketing teams. This helps each team focus on their specialized tasks, providing ...How To Create a Team
How to create teams: What Are Teams? Teams consist of agents grouped together to serve specific departments such as customer service, sales, and technical support. By organizing agents into dedicated teams for different departments, you can ensure ...Fooder Chat Ordering Feature: Transform Whatsapp Conversations into Real Orders.
Fooder Chat Ordering Feature: Transform Whatsapp Conversations into Real Orders. Estimated Reading Time: 3 minutes Feature Overview The Food Chat Ordering feature empowers businesses to streamline customer interactions by enabling agents to create, ...Boost Productivity with Quick Replies: A Comprehensive Guide
Boost Productivity with Quick Replies: A Comprehensive Guide. Estimated Reading Time: 4 minutes Introduction Quick Replies in Azeer help you streamline communication with customers by pre-composing frequently used messages. By using this feature, you ...