A chat agent is a user who has been granted access to receive chat requests from clients. Through this interface, you can add, edit, and delete chat agents.
Adding agents
To add an agent, click on the "Add..." button. The following information can be entered for agents (required fields marked with a *):
*Name: this will be the agent's username. The agent's name must be alphanumeric (only letters and numbers), and cannot contain any spaces.
*Password: this will be the agent's password when logging in to the Chat Agent interface.
Maximum chats: this is the maximum number of simultaneous chat sessions the agent can have. A maximum of four is allowed; by default, it is set to one.
Survey: this menu indicates which customer survey an agent is running. By default, this is set to "None". For more information on surveys, see the help topic titled The Surveys tab.
*Email address: the agent's contact email address should be entered here.
To add another agent, click "add next".
To add the current agent and return to the agent list, click "finish".
To abort adding the current agent, click "cancel".
Editing agents
To edit agents, place checkmarks beside the agents you wish to edit, and click the "Edit..." button. You will be shown agent information for each agent you have selected, one at a time.
If you have chosen to edit multiple agents, click "next" to save edited agent information and display the next agent you wanted to edit.
When you have reached the last agent in your selection, or if you are only editing one agent, click the "finish" button to save your changes.
Clicking "cancel" aborts the editing process; any modified information for the current agent will not be saved.
Deleting agents
Place checkmarks beside the agents you want to delete, and click "delete". You will be asked to confirm the deletion. Click "yes" to delete the agents you have selected.