Omnichannel Agent's Guides
Guide to be followed by omnichannel agents to assist customers.
As an Omnichannel agent, you can log in to your workspace using your username or email, and password. You can handle omnichannel or Livechat conversations.
To be an Omnichannel agent, you must have the
Omnichannel Agentrole. Contact your administrator if you need the role.
As an omnichannel agent, your home screen has Omnichannel navigation tab that has features for:
To make yourself available to take up conversations:
- Clickicon to set your status to Available
- Clickto set your status to Unavailable.