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Setting Up and Enabling an Agent for Chat

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Table of Contents

Before You Begin Setting Up and Enabling an Agent on Chat Notes for the Agent

To ensure that chat messages sent by your customers reach an agent, the agent must be set up for and enabled on Chat.  

Before You Begin

Ensure that you record the services associated with the web widget.

Setting Up and Enabling an Agent on Chat

To set up and enable an agent for Chat:

  1. Log in to the LiveVox Portal.
  2. On the Configure tab, click Services > Client.
    The Client window appears.
  3. On the Configure tab, click Agents > Agents.
    The Agents window appears.
  4. On the General tab, double-click the row displaying the name of the agent.
    The Agent Details window appears.
  5. On the Channels tab, click the Chat Channel icon.

    The Chat Channel icon appears blue, and the Max Active Chats field appears displaying the default value 5.
  6. Optional: In the Max Active Chats field, enter the number of active chat conversations (threads) that you want the agent to handle at a given time.
  7. On the Services tab, in the Available section, select the recorded services.
    The selected services appear in the Assigned section.
  8. Click Save.
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Notes for the Agent

  • The agent must log in to one of the services associated with the web widget.
  • New chat conversations are assigned to the agent if their status is Ready. New messages within the existing chat conversations are assigned to the agent regardless of their status.
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Related Articles

  • Setting Up Proactive Chat Rules
  • Setting Up Predefined Responses for Chat
  • Configuring a Chat Widget
  • Configuring Welcome or Out-of-Office Messages
LiveVox Fall 2023 Release

About SmartReach

SmartReach a next-generation contact center platform that powers more than 14 billion interactions a year. By seamlessly integrating omnichannel communications, CRM, AI, and WFO capabilities, the Company’s technology delivers an exceptional agent and customer experience while reducing compliance risk. With 20 years of cloud experience and expertise, LiveVox’s CCaaS 2.0 platform is at the forefront of cloud contact center innovation.



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