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 agent. 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 agent, you need a Beesender Bot Master license.
Add an agent
Go to the ⚙️ System Designer
Click Beesender Chat Configuration in the Import and Integration section
Open the Agents tab,
Click ➕ near the detail Agents and Chatbots
Fill in all the fields in the window that appears:
User | Select a system user with a Beesender license |
Type |
|
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
Don't forget to add the channels that this agent will process on the Channels detail