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.
Add Agents
Log in to your Cloudfon CX control panel.
From the left navigation menu, go to People > Agents.
Click Add.
Enter the agent’s information.
Agent Name: Agent Name, used to log in.
First name and Last name: The agent's 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 agent's email address.
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.
Click Save.
View&Edit&Delete Agent
Click ‘view’ icon, you can view agent infomation.
Click ‘edit’ icon, you can edit agents.
Click 'Delete' icon, you can delete the agent.
Click 'Reset' icon, you can reset the password
