In some cases, the user would directly like to talk to an agent, not to the chatbot. This feature helps the chatbot to understand such query and switch the conversation to a human agent.
First, let us see how to add an agent to your chatbot.
From your dashboard go to Agent tab.
Click on + Agent
After clicking on add agent fill in the agent's detail.
After, finishing adding click on save and head to the configure section to enable the agent chat setting.
As soon as you enable agent chat setting, you will see a drop down of selecting agent type.
You can either select Floatbot or Zendesk. Whichever you select the agent will be from that particular platform.
When you select Floatbot you will have to fill in the following
Enable Fall back agent (Designed Escalation)
By enabling this setting, chatbot will automatically switch the conversation to an agent when the bot fails to answer any query thrice.
Auto Send Busy Message
This setting is useful when the agent is away. If in certain conditions, the agent is not able to connect within the set time duration then the message written in the box will get triggered.
Inactive Agent Message
If there comes a gap for few minutes while the agent is having a conversation with the user then the conversation will be considered inactive. And the chatbot will lead the future conversation. The message you set here will trigger after the timeout.
Go to your Zendesk chat account. From the top right go to profile> check connection> Account key. Copy the key, paste in on Floatbot’s dashboard, and click on update.
Once the agent is added and the settings are done.
After completing these steps your agent is added to your chatbot.
How can agent join the chat?
- The agent will have to login using the web app: floatbot livechat using their email and password.
- When chatbot requires a request to connect to an agent, the dedicated agent will be notified in the live chat dashboard.
- The Live dashboard will provide them with details like:
