Assign Collaborator

This video will guide you on how to assign collaborator and how collaborator can find their chat.

Steps:

1. Go to Live Chat, choose any chat you want to assign collaborator.

2. You'll see a person icon at the right corner of page, named Add Collaborator.

3. Select any agent you want to assign.

4. There will show what agent be assigned as collaborator in the chat. (Visible to you only)

5. You can also unassign collaborator by clicking the red cross button.

Why you need to assign Collaborator instead of assign Agent?

• Agent as first person in charge, Collaborator as second person in charge

• Same as CC in email

If I am Collaborator, how can I find/see the chat?

1. Clicking All above the user category.

2. Select Collaborating.

Why I can't see the collaborating setting?

1. From Dashboard, go to Workspace Settings.

2. Go to Settings, enable the Collaborators setting.

3. Save it.