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Add Agents
"Easily add and manage agents in your Customer Support team. Invite team members via 'Invite Team Member' or use Settings → Agents to add, edit, or remove agents." Add Agents An Agent is a member of your Customer Support team. Agents will be able to ...
Add Teams
"Efficiently organize your agents into teams based on roles and responsibilities, assigning conversations collaboratively." Add Teams Teams let you organize your agents into groups based on their responsibilities. A user can be part of multiple ...
Dashboard
Accessed by Owners and Managers, the Dashboard provides an overview of conversation statuses, agent details, and workforce monitoring widgets to track activities in the Account. Getting here This module is accessible by Owners and Managers only! When ...
Update Contact Tags
"This step adds or removes a Contact's Tag, facilitating organization and management of Contacts in the workflow." The Step adds or removes a Contact's Tag. Configuration There are two key configurations in this step: Action: Select either Add Tag or ...
Routing
In Bevatel, conversations can be assigned manually to agents or administrators, or you can enable automatic round-robin assignment for equitable distribution among online agents. Routing conversations Every conversation in Bevatel can have an ...