The Agent Interface

Logging in

The agent login URL can be found on the splash screen of the EasyLiveChat application (the first screen that appears when the application is opened). You can either click on the link or copy it into a browser's address bar; it is not necessary to access the agent login via the EasyLiveChat WebsiteOS application.

At the login screen, enter your username and password, and click "login".

 

Answering a chat request

Users waiting for a chat session are listed in the top-right corner of the agent interface. To speak to a client, click on the "engage user" button. The client that has been waiting the longest will be chosen first. The client's name will be displayed on a tab on the left-hand side. If your account has been allowed more than one chat session, you can have more than one chat session open at a time; each client will be assigned a tab in your chat interface.

 

Sending messages

To send a message to a client, type your message in the text box provided and click "send". If preset responses have been set up, you can paste them into your text area by clicking once on the desired response. The text will be automatically placed in your message text box, allowing you to edit it (if desired) before using the "send" button to send it to the client.

 

Transferring a chat to another agent

If another agent is online and is not currently engaged in the maximum number of chat sessions allowed, you can transfer your chat to that agent. Select the agent from the drop-down menu above the message text box, and click on "transfer". Your client (along with a transcript of your conversion) will be transferred to the selected agent. Please note that only the chat tab currently selected will be transferred.

 

Ending a chat session

To close a chat session, click on the "end chat" button.