Guide FloatChat

Floatchat- User Guid

– Registration
– Login
– Forget Password
– Navigation
– Creating your first bot

– Concept 
– Nodes 
– Configuring Integration
– Enabiling multiple languages 
– Enabling voice bots
– Enabiling data formating

– FAQ
– Docusense Search
– Entities
– Tabular Inputs
– Traning Resources
– Configuring Conversational Intelligence

– Slack 
– Telegram
– Microsoft Team 
– Facebook 
– Website 
– Whatsapp
– Twitter 
– Line 
– Mobile SDKs
– Instagram
– Email

– Creating a Broadcast
– Activating Bradcasts
– Import Contact List
– Send WhatsApp Template Message
– Campaigns
– Analytics for Broadcast and Campaign
– Retarget Broadcast
– Message Template 
– External Broadcast API 

– User 
– Analytics
– API Logs 
– Error History

– OneView Inbox (messages)
– Live chat Settings

– Two-Factor Authentication
– Managing your Team
– Managing your billing subscription
– Password & Security
– Region Settings
– Get Professional Help
– Managing your notifications
– Floatchat Technical Support

 

– Onboarding and Deployment
– How to use the conversation builder?
– How to add agents and use Live Chat
– How to set up discount pop-ups
– How to setup WhatsApp notifications
– How to set up Instagram Automation
– How to add FAQs
– Shopify Settings
– Conditional Abandoned Checkout Notifications
– User Segments
– Customer segment
– How to reduce return to origin (RTO) orders
– Release notes

– API Triggers

Manage Agents and Admins

Table of contents

Manage Agents and Admins #

Manage, create, and delete agents and admins from the Users area.

  • Configure agents’ privileges and permissions from Settings > Admin > Agent privileges.
  • It can create a supervisor from Settings > Admin > Supervisor. The Supervisor is a special agent with specific privileges, it must be an administrator. You can add multiple supervisors by adding comma separated admin IDs.
  • To create an agent or ad admin, go to the users area and click the button Add user on the top right.
  • Only agents and admins can log in the Support Board admin area.
  • When you activate the Support Board plugin on WordPress, an admin account is automatically created using the same username and password as the currently logged-in user.
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