Managing conversations and customer interactions in Wetarseel becomes seamless when you assign the right roles to your team. Wetarseel App allows you to add Live Chat Agents and Managers, each with distinct responsibilities. In this guide, we’ll walk you through the exact steps to add, configure, and assign roles to agents in Wetarseel.
Types of Agents in Wetarseel App
Wetarseel provides two types of agents:
1. Live Chat Agent
- Has permission to intervene & respond to chats.
- Can modify user profiles on the Live Chat & History Page.
- Limited to chat-related functionalities only.
2. Manager
- Can oversee all activities in the app.
- Has the authority to send WhatsApp Broadcasts & API campaigns.
- Can manage settings beyond chat functionalities.
As the owner, you have full control to add agents and assign them appropriate roles in Wetarseel.
Steps to Create Agents & Managers in Wetarseel App
To add Live Chat Agents and Managers, follow these steps:
1. Go to the Agents Page in the Manage Section
Only the owner has permission to add agents and managers. To proceed:
- Open the Wetarseel App.
- Navigate to the Manage section.
- Click on the Agents Page.
2. Click ‘Add Agents’
- Locate and click on the ‘Add Agents’ button.
3. Fill Agent Details
A pop-up window will appear where you need to enter the agent’s details:
User Name: The agent’s login ID (e.g., Shivam411).
Display Name: The name displayed in the Wetarseel App.
Password: A secure login password for the agent.
After filling in the details, click ‘Create’ to proceed.
4. Assign Roles
The final step is to assign the correct role to the agent:
- Click the dropdown menu next to the agent’s name.
- Choose either ‘Agent’ or ‘Manager’ based on the agent’s responsibilities.
Conclusion
Adding and managing agents in Wetarseel is a straightforward process that allows business owners to streamline their chat support and campaigns efficiently. By following these steps, you can ensure a well-organized team with clearly defined roles.
FAQs
1. Can I add multiple agents in Wetarseel?
Yes, as the owner, you can add multiple agents and assign them different roles based on their responsibilities.
2. What happens if I assign someone as a Manager?
Managers have full access to oversee all activities, including WhatsApp Broadcasts and API campaigns.
3. Can I change an agent’s role later?
Yes, you can modify an agent’s role anytime from the Agents Page in the Manage Section.
4. Is there a limit to the number of agents I can add?
No, Wetarseel does not impose any strict limit on the number of agents you can add.
5. What if an agent forgets their password?
As the owner, you can reset their password from the Agents Page in the Manage Section.
6. Do agents have access to all features in Wetarseel?
No, Live Chat Agents have limited permissions, while Managers have broader control over app functionalities.
