In this section, we will cover how to add agents who can communicate with customers via the Chat AI agent. We will also explain how to set up departments and implement a fallback department for agent support.
Creating Departments
First, we will cover the steps to create departments for agents. To set up departments, follow these steps:
Navigate to the Floatbot Live Chat window.
In the top-right corner, click on the Manage Department button.
Enter the department name and click Create. Your department will be added successfully.
Creating Agents to your BOT
Now, let’s go through the steps to create agents for your bot:
Click on the Add Agent button in the top-right corner.
Enter the agent’s name.
Add the agent’s email address, which will be used for login to the Floatbot Agent Dashboard.
Insert a unique Agent Code for each agent.
Select the department to which the agent is assigned.
Choose a fallback department for the agent to handle escalations, allowing the agent to transfer chats as needed.
Create and confirm a password for the agent.
Select the appropriate bot with which this agent will interact.
The email and password provided for the agent will be used for logging into the Floatbot Agent Dashboard.
