Agent Chat Assignment
Shubham Das
Updated on Dec 22, 2023
How a Chat is Assigned to an Agent in Verloop.ioIn this video, you will learn how a chat is assigned to an agent in Verloop.io. There are two ways in which a chat can be assigned to an agent: automatically by the system or manually by the agent.Auto-Assignment of Chats Agent logs in to the Verloop dashboard. In the chat queue section, a chat is already awaiting in the department queue to be assigned to any available agent. The agent's status must be set to "accepting chats" in order for the chat to be automatically assigned. When the agent switches their status toggle from "lunch" to "accept chats", the chat is automatically assigned to the agent by the system. The agent can view all the active chats in the active section. The agent has the option to send manually typed messages or use canned responses for quicker replies. After addressing the user's query, the agent can conclude the chat by completing and submitting the disposition form in the live chat.Manual Assignment of Chats Agent logs in to the Verloop dashboard. The agent's status is set to "break" and they are not accepting chats. In the chat queue section, a chat is already awaiting in the department queue to be auto-assigned to any available agent. The agent clicks on the "pick room" option to manually assign the chat to themselves. The chat is then assigned to the agent manually. Just like in auto-assignment, the agent has the option to send manually typed messages or use canned responses for quicker replies. After addressing the user's query, the agent can conclude the chat by completing and submitting the disposition form in the live chat.Thank you for watching this video.