1. Access WeChat Official Account
Access Path: Online Customer Service--->WeChat Access Settings--->Follow the guides to complete the WeChat docking.

Access WeChat Official Account
2. Chat Distribution Rule Settings
It is used for how to allocate and transfer between customer service after the enterprise sets up customer service session access. The key capabilities are as follows:
- The applicable WeChat service account can be selected for session allocation rules. - Supports setting usage conditions, and assigns different customer service groups to serve according to different categories of WeChat users.
- When all the customer service groups in the rules are out of service time, the enterprise can customize the content of the message notified to the customer.
- Support setting up new sessions for WeChat users, and give priority to the customer service personnel who communicated last time.
- For sessions that do not match the session assignment rules, the system will automatically send a notification to the customer service administrator; the administrator can manually assign the session to a customer service personnel.
- Supports multiple session assignment rule types:
- load distribution, priority is assigned to the customer service personnel with the least number of real-time sessions;
- Circular allocation, among all the customer service personnel included in the selected customer service group, they are allocated in turn in sequence;
- Idle rate allocation, preferentially allocated to the customer service personnel with the least number of sessions accessed that day;
- Assigned by the person in charge of the customer, the message sent by the user can be pushed to the person in charge of the corresponding customer;,
- Assigned by the person in charge of the contact, the message sent by the user can be pushed to the person in charge of the corresponding contact.
Note: When assigning by contact person/customer person in charge, the person in charge needs to be maintained in the customer service group in advance; it is recommended to add by department, and the system will automatically add/remove corresponding personnel according to changes in department members. the

Chat Distribution Rules
3. WeChat Exclusive Customer Service
After enabling this function, when a WeChat fan is associated with an existing account, the owner of the account will be automatically synchronized as the exclusive customer service for WeChat fans, and will change with the change of the owner.

WeChat Exclusive Customer Service
4. Workbench Expansion Information
When customer service staffs process user session information, they need to be able to quickly view the basic information of the visiting account and the associated business information. Online customer service supports configuring the extended information range of the customer service workbench in the background, such as accounts, contacts, leads, work orders, etc., and the expanded information on the right supports custom configuration at the field level, selecting objects and displaying fields, which can naturally connect with enterprises CRM business module.

Configure Workbench Extension Information

Quickly view customer information on the sidebar of the customer service workbench

Quickly view business information on the sidebar of the customer service workbench