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Cloudfon CX supports agents and allows you to collaborate with other agents during a chat session. You can add multiple agents to your Cloudfon CX account according to your needs. |
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Add Agents
（1）Log in to your Cloudfon CX control panel.
（2）From the left navigation menu, go to Global Settings > People > Agents.
（3）Click Add.
（4）Enter the agent’s information.
Agent Name: Agent Name, used to log in.
First name and Last name: The agent's name that is shown to the visitors, which can be different from the agent's real name.
Chat Queue: Select which queue the agent belongs to. For more settings about Chat Queue, click here.
Agent Roles: The roles that the agent act as in your team. For more settings about Agent Roles, click here.
Skills: Select which skills the agent have. For more settings about Skills, click here.
Mobile Number: Mobile Number.
2FA: Enable Two-Factor Authentication. For more settings about 2FA click here.
Email: The email address that the agent uses to log in to your CX system.
Title: Title information, can be displayed to visitor in the header of the chat window.
Bio: Bio information, can be displayed to visitor in the header of the chat window.
（5）Click Save.
View&Edit&Delete Agent
Click ‘view’ icon, you can view agent information.
Click ‘edit’ icon, you can edit agents.
Click 'Delete' icon, you can delete the agent.
Click 'Reset' icon, you can reset the password
