Initialization & Basic Settings

After the online customer service is initialized, a person with an administrator role can configure the basic setting items of the online customer service application, such as the scope of the administrator, ending the chat, and prompts.

1. Function Initialization

After purchasing the online customer service license, the online customer service will be automatically initialized. The main initialization content is the basic setting items. When the application is initialized, the CRM administrator will be set as the online customer service administrator by default. The administrator role can configure the online customer service. After initialization, you can view the two applications of online customer service and customer service workbench in the application list.

2. Basic Settings

2.1 Administrator Settings

When the application is initialized, the CRM administrator will be set as the online customer service administrator by default. Users can adjust the role of the customer service administrator according to actual management needs.
Administrator Settings

2.2 Other Settings

--- Automatical Chat End Settings: If this setting is enabled, the system will monitor within the set time period, and if no new message from the customer is received, the current session will be automatically ended.
---Waiting Chat Settings: When there is a waiting session, you can choose to send or not send prompts.
--- Manual Chat End Settings: After manually ending the session, you can choose to send or not send the prompt.
--- Chat Automatic Transfer Settings: If enabled, the system will monitor within the set time period, if the customer service does not reply to the customer's new message, the session will be reassigned to other customer service according to the automatic allocation rules.
---Manual Transfer Settings: After the manual transfer session, you can choose to send or not send prompts. the
---- Channel Priority: When an enterprise accesses multiple customer service channels, if this function is enabled, the system will assign the waiting or simultaneous access sessions to the customer service according to the set priority.
Basic Settings
2023-02-16
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