Managing agent accounts

In REVE Chat, the basic role is of an Agent. You can add more agents based on your website traffic and how many chat requests handled at a time. Managing your agents effectively helps to deliver faster response and more customer satisfaction to your customers.

To get started with creating agent accounts, follow the below mentioned steps:

Setting up an agent account

  1. You can create an agent account in the ‘Create Agent’ section under ‘Agent management’. Click on ‘Create Agent’ to get started.

REVE Chat-Create an Agent

 

  1. Next, you need to provide the agent’s personal details like first name, last name, email, phone no, role you want to assign him, total no of concurrent chats, designation and any other additional info in the given spaces. Finally, click on the ‘Submit’ button to save the changes and ‘Reset’ button if you wish to edit anything.

 

REVE Chat Create Agent

And That’s it! Your agent account has been successfully created. You need to repeat the same process each time for creating new agent accounts. Go to the ‘Agent Management’ section to see details of all your agents.

Editing the agent profile:

  1.  Click on ‘Edit Agent’ which will lead to a new page where all the details of the agent are given.

REVE Chat-Edit an Agent

 

2. Here you can make your required changes and finally click on the ‘Submit’ button to save your changes.

 

REVE Chat-How to Edit an Agent

 

Deleting an agent profile:

  1. Select the specific agent profile which you want to delete from the ‘Agent List’ under ‘Agent management’

 

REVE chat-Delete an Agent

 

  1. Next clicking on ‘Delete Agent’ a popup window will appear asking whether you really want to delete that profile or not. Click on ‘Yes’ to delete that profile. For cancelling, click on the ‘Cancel’ button.

Agent Delete

Exact matches only
Search in title
Search in content
Search in posts
Search in pages
Filter by Categories
Benefits
Best Practices
Branding
Conversions
Customer Experience
Customer Service
Customization
E-Commerce
Features
Financial Industry
Integration
Live Chat Software
Marketing
Mobile app
Sales
Social Media
Travel Industry
Tutorials
Uncategorized
Website
Website Engagement

Not sure what you are looking for? Check out some of our top features

Not sure how to get stated? Check our Support section or email us at support@revechat.com

close