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The Agents detail is used by the Creatio system administrator to add new chat agents.

Who can be an agent?

  • Human – chatting with the client is conducted by a person assigned as an operator. To add a human agent, you must have a Beesender Chat Master license

  • Chatbot – chatting with a client is conducted by a chatbot configured using the Creatio business process designer. To add a chatbot type operator, you need a Beesender Bot Master license.

Add an agent

  1. Go to the ⚙️ System Designer

  2. Click Beesender Chat Configuration in the Import and Integration section

  3. On the Agents tab, click ➕

  4. Fill in all the fields in the window that appears:

User

Select a system user with a Beesender license

Type

  • Human –

  • Chatbot –

Nickname

You can specify the agent's nickname. If the field is empty, the full name from the agent's contact card will be displayed as the nickname

Active

Avatar URL

Agent Group

Only for type = Human

Processes

Only for type = Chatbot

Max load

The total maximum weight of chats that the agent can process

Queue Position

5. Click Add

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