Help Desk is a platform developed by for enterprises to integrate internal intelligent service accounts. By combining AI bots and human agents,
This article illustrates how to manage agents on Help Desk. If you would like to use this function, please contact our Customer Support.
I. Introduction
In Agent, a help desk owner and administrators can manage agents including add agent, set agents' skill and service hours.
II. Instructions
1. Add an agent
Click Agent - Add Agent to enter agent page.
Complete the required information on the panel, and then click Confirm:
1.1 Agent
Please fill in agents' names. You can add up to 10 agents at once.
1.2 Service hours
Please set up work schedules for the agents. You can also select date range with overnight hours, e.g. 23:00 - 06:00 (on the next day).
1.3 Skills
Agents will be involved to serve users if the AI bot fails to answer their questions. Tickets will be assigned to agents according to their specific skills.
To assign skills to the agents, click the box and select the skills you want to add.
To remove skills from the agents, click the remove icon on skill tags.
If you want to manage agent skills, you can click View Skills and then manage that on Ticket Assignment page.
Note: The setting of ticket permission will be affected if you don't select a skill for the agents.
1.4 Select ticket permission
You can help an agent to filter out irrelevant tickets and optimize service efficiency by setting up the agent's scope for viewing and operating tickets. Please select a permission from the following options:
- •Assigned tickets: Tickets assigned to this agent, or invited by other agents.
- •Assigned and skilled tickets: In addition to assigned tickets, this agent can also view tickets matched to the skills, even if the ticket isn't assigned to them.
- •All tickets: This agent can view all tickets. Also, the owner and administrators of this help desk can view all tickets by default, and it can't be modified.
Note: Regardless of ticket permissions, tickets of the AI bot can be viewed by every agent.
2. Manage an agent's information
Click Modify on the right side, and then you can modify the agent's service hours, skills and ticket permissions on Modify Agent Info panel.
Click Delete on the right side, and then Confirm to delete an agent.
👏 You have learned how to create a Help Desk. Create one now!
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