Quick start guide to set up Bold360

The Bold360 Quick Start Guide provides customers with step-by-step instructions to deploy simple live chat use cases on their own. These instructions explain how to create agents, departments, websites, chat buttons, and chat windows.

The documentation also includes a reporting overview, FAQs, and references to troubleshooting tips. It should give you everything you need to set up and manage your traditional Bold360 Agent deployment.

Let?s Get Started

To begin, log in to your account using the link provided in the Welcome email. Once you click the link, you are prompted to create a password. From there, use your email to log in with your new password at https://admin.bold360.com and follow these steps to set up a basic Bold360 work environment for your organization.

In this section:

  1. Add an Agent to your account
  2. Create your first department
  3. Define your website
  4. Additional Configuration - Automatic Distribution
  5. Additional Configuration - Canned Messages
  6. Additional Configuration - Wrap-up Fields
  7. Create a Chat Window
  8. Create a Floating Chat Button
  9. Route chats to your agents
  10. Run reports on your organization
  11. About the Agent Workspace
  12. Optional tasks for admins