Managing Departments

Manage operators

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  System Setup and Customization > Control Panel > Managing operators and departments >

Managing Departments

Manage operators

General

 

Each department in our system has its own title, email and transcripts sending setting.

 

You can create any number of departments in your account, we don't limit this.

 

Note! You need to have at least one department in your account and one operator assigned to this department. Otherwise your chat will always show offline. If you don't wish to display the list of departments to your visitors, please remove "Select department" field from the Start Chat Form.

 

Add / edit / delete department

 

Updating Live Chat Departments

Add / edit / delete department

 

Add

 

To add a new department, please do the following:

 

1.Click on "Create New Department" (1) link in the top right corner of the Departments table on the Operators and Departments page

2.Fill out all needed fields on the New Department page (Note! Fields marked with * are required)

3.Press "Create" button at the very bottom of the New Department page

 

Edit

 

To change the department title / email / transcripts sending settings, please do the following:

 

1.Click on "Edit" (2) link next to the department info in the Departments table on the Operators and Departments page

2.Enter new data on the Update Department page

3.When the changes are finished press "Save" button at the very bottom of the Update Department page

 

Delete

 

To delete a department, please do the following:

 

1.Click on "Delete" (3) link next to the department info in the Departments table on the Operators and Departments page

2.Confirm deleting the department

Delete department confirmation

Delete department confirmation

 

Reorder

 

Use green arrows (4) to reorder your departments

 

Assigned operators

 

When you create a new department, you can assign operators to it:

 

Assign operators when creating a new department

Assign operators when creating a new department