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User Agent

functionalities

In this section you will know in detail all the functionalities that allow you to perform the Agent chat permission to serve users.

Index

1. Enter the Contact Center

In order to enter the contact center, you must enter the indigitall console with your access credentials, we select the project where it is find our chat service integrated and we go to the section:

Chat> Contact Center


Access to Contact Center


2. User Agent

This user can enter the contact center and start interacting with customers who communicate with the contact center. The initial screen would be the following:


Access to Contact Center


2.1. Panel fields

Each of the variables shown are:


  • Average waiting time: is the average time that users have waited in the queue waiting for their conversation to be assigned to an agent. This average time is only taken into account for users who waited in queue and were later attended by the agent (it does not include users who were not attended).

  • Maximum waiting time: is the maximum time that a user in the queue has waited to be attended. This maximum time is only taken into account for users who waited in queue and were later attended by the agent (it does not include users who were not attended).

  • Queued users: indicates the number of users that are waiting to be assigned to an agent. This queue follows the FIFO (First In First Out) structure for its acronym in English, that is; In order of arrival in the queue, the conversations will be distributed evenly among the online agents accepting new conversations. An agent (by default) has a free space to attend a maximum of 6 conversations at the same time, once these 6 spaces are occupied the following users will queue (assuming that there is only one agent online accepting conversations) being assigned as the agent ends open conversations.

  • Online Agents: number of online agents in the contact center.


2.2. Accept New Conversations


To start receiving conversations, just press the "Accept New Conversations" button, immediately afterwards the agent goes to the "Available" status. While an Agent is "Not Available", the conversations that are entered are added to the queue or are assigned to other agents who are available.


Access to Contact Center

2.3. Interacting with Users

When entering a conversation, the ID of that user will appear together with the name that has been configured in their WhatsApp profile (in case the user has contacted through this channel), the channel from which it comes and to identify any new conversation a point green to the left side of the name. Additionally, at a hearing level, we will hear a short audio indicating that a new message has been entered (with the contact center in the foreground or background):

Access to Contact Center

To start the interaction with this user, we only have to select on the conversation that has entered and the chat history with this user (if any) will open on the right with a maximum of 20 messages stored. Upon entering the conversation the green dot disappears:

Access to Contact Center

We write the text in the text box designated for this purpose and send the message. In addition, we can send various types of multimedia content to enrich the conversation.


2.3.1 Send an image

To send an image we select the clip icon (attach file) and select the image option:

Access to Contact Center

A box will appear that indicates the characteristics that the image to upload must meet:


Access to Contact Center

We look for the file on our computer by clicking on the "Upload Image" button, once uploaded, we send the image.

Access to Contact Center

In this way the image is sent to the user.

Access to Contact Center

2.3.2 Send a Video

To send a video we select the clip icon (attach file) and select the video option:

Access to Contact Center

A box will appear that indicates the characteristics that the video to upload must meet:

Access to Contact Center

We look for the file on our computer by clicking on the "Upload Video" button, once uploaded, we send the video.

Access to Contact Center

In this way the video is sent to the user.

Access to Contact Center


2.3.3 Send a Document

To send a document we select the clip icon (attach file) and select the document option:

Access to Contact Center

A box will appear that indicates the characteristics that the document to upload must meet:

Access to Contact Center

We look for the file on our computer by clicking on the "Upload Document" button, once uploaded, we send the document.

Access to Contact Center

In this way the document is sent to the user.

Access to Contact Center

2.3.4 Send an Audio

To send an audio we select the clip icon (attach file) and select the audio option:

Access to Contact Center

A box will appear that indicates the characteristics that the audio to upload must meet:

Access to Contact Center

We look for the file on our computer by clicking on the "Upload Audio" button, once uploaded, we send the document.

Access to Contact Center

In this way the audio is sent to the user.

Access to Contact Center


2.3.5 Receive Multimedia

Just as an agent can send multimedia, it is also capable of receiving these same types of files from the user.

Access to Contact Center

On the other hand, we have two options at the top right: "Transfer Conversation" and "End Conversation".

2.4. Transfer Conversation

Allows you to transfer a conversation between available agents. It is very useful when the agent is finishing a work shift and gives his assigned conversations to a colleague or if agents from different departments are handled, it can be transferred to specialists as appropriate.

Access to Contact Center

2.5. End Conversation

Recommendation: At the end of the working day, it is recommended to end all existing conversations with users to avoid them being part of an assigned conversation

Ends the chat session between an agent and the user when the agent decides. At the end of a conversation, a new space is opened in the conversations, assigning a new conversation of the users in the queue (if any) to the agent.

Access to Contact Center

3. Recover password

If you don't remember your password to access the indigitall console, you can visit this section </ a > and recover your password very quickly.

4. Video Summary

In the video below you will find a brief summary of what is explained in this section of the documentation.

Resources

Agent Dashboard

Supervisor panel

Tools

Statistics

Setting