This is where you add all users: agents, supervisors, and administrators. For each user you add, you will set their name, email and give them ability to chat. Agents operate in the Bold360 Agent Workspace that you can access at agent.bold360.com.
Note: This article is part of a Quick Start Guide to help you implement your Bold360 environment from scratch.
To see the below steps in action, view our tutorial:
Tip: Hold your mouse over the info buttons for details about the fields.
Option
Description
Email address
The agent's email address, which is used for the following:
Sign in to Bold360
Reset a forgotten password
Receive transcripts and other messages from Bold360
Email addresses must be unique in Bold360.
Agent name
The agent's proper name. Customers do not see this name.
Chat name
The agent's name as seen by customers. Typically, the agent's first name.
User name
This name appears in reports. Customers do not see this name.
Agent availability for chats and emails
Ensure Chats is selected.
Permission group
Either Administrator or Operator depending on the user?s role. As you become more comfortable with your deployment, you may want to customize these existing permission groups or add new permission groups. See Set agent permissions: Create or edit a permission group.
Note: You will always want to have at least one user designated as Administrator in order to have full access to Bold360 Admin Center.
Go to the Images and Greetings tab. Under Initial Greeting for Chat > Default, select welcome.