User Guide

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Operator

You can assign operator seats to managers who will be handling chats & calls.

If you have an operator seat in addition to a basic seat, you can manage notification settings for each manager and assign the operator seat to a manager who will directly handle conversations (such as user chats, calls, etc.) with customers.

Only the manager with permission for operator seats can manage settings. (→ Learn more about Access Control)

Operator Seats enable managers to professionally conduct and manage customer conversations.

  • Only managers with an operator seat can be an assignee for chats and calls, and add other managers to the conversations as a follower

  • Managers with operator seats can add tags, chat descriptions, and change conversations’ status

  • ‘Chat as the default profile’ is only available to the managers with operator seats enabled.

You can set it in [Channel Settings] - [Operator].

  1. Managers with the green headset icon are those who have used the operator seats enabled in the billing cycle. Turning the seat on or off within the same period will not affect the cost.

  2. If you assign one operator seat to a manager who does not have a headset icon:

    • There is no additional cost if the seat is included in the basic plan usage.

    • You'll need to either purchase prepaid usage or be billed postpaid if the operator seat exceeds the plan limit.

  3. You can track your usage and limits for the current month. Hover over the green headset icon to see "Usage/Limits for this month".

    • If you're within your system or manual limit: you'll see a green headset icon.

    • If you're over your system or manual limit: you'll see an orange alert sign.

Operator seats are billed as soon as they are enabled. Usages are refreshed every billing date, and operator seats are not transferrable.