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The Creatio system administrator uses the Agents detail 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 – select this type to have chats handled by the Creatio user

  • Chatbot – select this type to have chats handled by chatbot process

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

Set the checkbox to allow the agent to receive chats

Avatar URL

Insert a link to the client's profile picture, which will be displayed in the widget. If the parameter is not filled in, the photo from the agent's contact card will be displayed

Agent Group

Only for type = Human

When distributing chats, first of all, the chat will be distributed to the group of agents, the value of the position in the queue of which is the least.

Processes

Only for type = Chatbot

Select the process by which the chatbot will work in the chat

Max load

The total maximum weight of chats that the agent can process

Queue Position

For Chatbot type: set position in the queue

When distributing chats, the chat will be distributed to the agent whose position in the queue is the least.

For Human type: filled in automatically, field is read only

5. Click Add

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