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Manual

4. Chat Operators

In this chapter:

• Add Operator
• Edit Chat Operator
• Delete operator
• Chats routing
• Off-line messages

Here you can add new or edit existing Chat Operator accounts. Number of active Chat Operator accounts will determine amount of your monthly service fees.

Add Operator

To add a new Chat Operator account:

1. Click Add button located in top right corner of Chat Operators panel.
2. Fill in a form in Add operator window.

If you omit password and confirm password fields, a random password will be automatically generated.

You can assign one of two roles to a new operator:

• Administrator - this operator will be able to fully manage all aspects of your Control Panel.
• Normal - this operator will not be able to:
  • add new user account
  • view other operator's chat sessions
  • view invoices
  • manage save credit cards

Edit Chat Operator

To edit an existing Chat Operator account click on the gear icon next to the corresponding name in Chat Operators panel and select Edit profile from context menu - see Figure 4.4 below. This will open a window with a form, where you can update account details.

Also in this window you will find "SIP Info" details which are required to configure a third party Chat application.

Delete operator

To delete Chat Operator account click on the gear icon next to the corresponding name in Chat Operators panel and select Delete from the context menu - see Figure 4.4 above.

Chats routing

By default chat request from all your websites where Live Chat button is embeded will be routed to all available Chat Operators. In some cases you may want to direct chat requests from a specific website (or a web page) to a particular Operator (or group of Operators). To define your "Chat routing" click on the gear icon located in top right corner of "Chat Operators" panel, and select "Chats routing" from the menu. See (1) in figure 4.4 above.

To define your chat routing rules:

1. Enter your website address into field (1).
2. Drag and drop (2) operators you want to assign to this website.
3. Click "Add routing" button (3).

From now on all requests from website specified in your routing rule will be directed only to selected Chat Operator(s).

Off-line messages

Here you can define which operators should receive Off-line messages via email. To define your off-line messages rules:

1. Click on the gear icon located in top right corner of "Chat Operators" panel and select "Off-line messages" from the menu.
2. Drag and drop (1) operators you want to receive off-line messages - see figure 4.7.
3. Click "Update" button (2).

From now on all off-line messages will be sent via email to selected Chat Operator(s).