Responsible in dialogues

Responsible in dialogues

In open dialogs it is possible (see instructions):

  • appoint responsible persons who are on shift
  • filter by responsible
  • open and close shift
  • each responsible person sees their own dialogues and does not waste time searching
  • each dialogue is assigned to responsible or closed

Responsible in dialogues. Change of responsible

To appoint or change a responsible person:

  • select the dialog in which you want to assign or change the owner
  • click on the icon next to the client's name
  • you will see a list of all responsible persons - those responsible who are now online (on shift) are highlighted with a green stroke

 

Automatic distribution of dialogues between responsible

In order to automatically distribute the dialogue between the responsible:

  • Choose dialogue
  • Click on the icon next to the client's name
  • You will see a list of all responsible persons - those responsible who are now online (on shift) are highlighted with a green stroke. If you select "Assign auto." - the system will distribute among the responsible, who are now on the line

 

Filter by responsible

In the left menu in the "Responsible" section, select the owner to view his dialogs in which he works:

 

Scripts for opening and closing dialogs

When a dialog is created from the client side, the default status is set to "Undefined". To change the status:

  1. Choose dialogue
  2. In the upper right corner, find the status of the dialog and click on the drop-down list: Undefined, Opened, Closed
  • In order to take the dialogue into work (after choosing the person responsible for the dialogue), click on the “Open” status
  • In order to complete the work with the dialog, click on the status "Closed"

 

Start and end a shift

In order for the responsible person to start or end the shift, it is necessary to switch the activity in the left menu:

  • Online - shows that the person is now at the workplace, they can transfer the dialogue, making him responsible
  • Offline - not active, not currently at work. Dialogue cannot be assigned.
  • When the person in charge is online, it is possible to assign dialogs to him and the stroke turns green when the person in charge is selected:

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