User registration on Blip – Blip | Blip Help

Index:

Introduction

To start creating a smart contact on the Blip platform, it is essential to create a user. After this step, the process generally involves the active participation of a multidisciplinary group. This group is made up of professionals from various areas, including developers, testers, designers, writers/linguists, AI specialists, managers, data analysts and others, all with specific knowledge and skills. Depending on the tasks assigned to each team member, different permissions may be required within the platform.

In this article we will see all the steps necessary to create your account, add new users to your contract view and your bot, available access permissions and how to add a user as a desk attendant.

How to create an account on Blip?

To create an account on Blip, follow the steps below:

Access the Blip Portal and click"Register for free";
Fill in the form with your name, surname and email;
Read and accept the terms of service by clicking on the checkbox;
click in“I’m not a robot”
And then click Continue”
Choose a password following the instructions;
Then click "Create password"

You will receive a link to verify your account in your registered email;
Open the email and click "Confirm Email"
You will be directed to the portal to start your journey with Blip;
Click on start journey;
Fill out the form with your position, area of activity and telephone number;
Check the box if you want to receive information from Blip on WhatsApp;
Click follow to advance through the form;
Then fill in your company information with company name, size and website;
Click follow to advance through the form;
Finally, choose the main reason for your company with Blip and click finish;
That's it, your Blip account is created and ready to use.

How do I add a user to my contract?

If you have already followed the previous steps and created your account on Blip, you can now include new users in your contract. To do this, follow the steps below:

Access the Blip Portal and log in to your account;
Click on your company menu in the top left corner of the screen;
Select the option“Contract panel”;
Then access the menu “Members”;
click in "To invite";
Then fill in the email address of the user you want to invite;
Then select the access permission that this user will have on the system from the available options:
1. You can view: Can see the contract, but cannot create and edit bots or add new members;
2. You can edit: Can create and edit chatbots, but does not manage contract members.
3. Admin: Can edit all contract data, manage members, create and edit chatbots.
Finally, click “To invite”;
And that's it, the user will receive an invitation email at their registered email address to be able to access Blip within the added contract.

User registration on the bot and attendant on Blip desk

For a user to be able to assist on Blip desk, you must add them to your team and then associate them with Blip desk as an attendant. This process must be done in different ways depending on your contract plan, the ENTERPRISE plans release is done in a and for the STARTUP, LITE, PLUS or SUPER plans from another. We will see below how to release these two cases below.

How to add a user as an attendant?

Plans STARTUP, LITE, PLUS or SUPER

If your contract plan is STARTUP, LITE, PLUS or SUPER, follow the steps below to add an attendant to Blip Desk:

Access the Blip Portal and log in to your account;
Click on your company menu in the top left corner of the screen;
Select the option“Contract panel”;
Then access the menu "Attendants";
Then click “Register attendant”;
Fill in the email address of the attendant(s) and click confirm;
In the next window, click"I understood"
In column“It’s actionable” you enable and disable the attendant from receiving services, for him to receive the services he must be as “Actionable”;
Times for Home;
Then access the bot where you want to link the attendant;
Go to the service menu;
And in the side menu access "attendants";
click in “Associate attendant”;
Select the email address of the attendant that you registered in your contract from the list;
Then select from which queues he will receive services;
Inform how many simultaneous calls the attendant can perform;
Then click add;
Ready, the user is registered as an attendant and ready to receive services.

Gif 04.gif

Comments:

To edit an attendant's queues and simultaneous services, click on the pencil in the right corner of the card, make the necessary changes and click apply.
To delete an attendant, click the trash icon in the right corner of the card and then click delete.

Plano ENTERPRISE

If your contract plan is ENTERPRISE, follow the steps below to add an attendant to Blip Desk:

Access the Blip Portal and log in to your account;
Click on your company menu in the top left corner of the screen;
Select your contract;
Select the bot you want to add the user to;
In the right corner you will see the Team section;
click in “Add team”;
In the upper right corner, click“Add member”;
Enter the email of the user you want to add to your bot;
Then choose his access permission on the bot between:
1. To view: Permission only to view all settings;
2. View and edit: Permission to view and edit all settings;
3. Admin: Permission to view and edit all settings, add, edit and remove members and delete the bot;
4. Customized: Custom permission for each item ranging from no permission, view, and view and edit

Observation: To better understand what each custom permission allows, see the section“Access permissions of the bot” below.

Then click "To save";
Now the user will be notified via registered email and will be able to access the bot;
Then go to the service menu;
And in the side menu access"attendants";
click in“Add attendant”;
Fill in the attendant's email address that you registered in your contract;
Then select from which queues he will receive services;
Inform how many simultaneous calls the attendant can perform;
Then click add;
Ready, the user is registered as an attendant and ready to receive services.

Gif 05.gif

Comments:

To edit an attendant's queues and simultaneous services, click on the pencil in the right corner of the card, make the necessary changes and click apply.
To delete an attendant, click the trash icon in the right corner of the card and then click delete.

Bot access permissions

Bot access permissions can be customized for each module, allowing you to only give access to what the user needs in your bot. Below is a description of each of the existing permissions:

Integrations: Module responsible for data analysis tools such as: Chatbase, Dashbot, BotAnalytics, RD Station e Webhook.
Artificial intelligence: Module responsible for natural language processing (NLP) providers such as Dialog flow, Watson and Luis. This functionality also has specific permissions for the sections: providers, model, AI and improvement.
Channels: Module responsible for configuring the channels (messaging applications) to which the bot will be integrated. All channels supported by the platform (WhatsApp, Messenger, Telegram, etc.) can be managed through this functionality.
Help Desk: Module responsible for configurations related to the human service tool used in the bot, for example, Blip Desk.
Bot users: This functionality allows you to view and edit the contacts of customers who contact the bot.
Settings: Module responsible for sensitive application settings. Through this module it is possible, among other things, to change the name/description and completely delete the application.
Resource: Functionality responsible for storing content related to a bot. Note: This functionality is best suited for bots built using the SDK or HTTP API.
Growth: Module responsible for grouping tools related to retention, engagement and search for new users. Some of the resources present in these modules are: Scheduler and Facebook Ads.
Message log: Tool responsible for presenting all messages and notifications generated within the bot.
Analysis: Module responsible for visualizing the data generated within the bot. Through the analysis module, it is possible to create and view personalized reports and graphs.
Builder: Visual platform bot building tool.

Attendant access permissions

When adding an attendant to Blip desk, you can define personalized access permissions to some features. To do this, access the attendant screen and click on the icon of the person with a key in the right corner of the attendant's card who wants to change permissions and change the desired permission.

The available permissions are:

Transfer tickets through Blip Desk: Allows agents to transfer tickets to other agents in Blip Desk. Once this feature is enabled, all bot agents receive permission to transfer tickets; the same occurs when adding a new agent to the bot.

Edit contact data through Blip Desk: Enables agents to edit or include information in the name, phone, email, and document fields in the "Profile" section in Blip Desk. Once this feature is enabled, agents registered in the bot remain without access to the functionality. It is crucial to perform permission assignment from its activation. Learn more in Blip Help.

Send active messages through Blip Desk: Allows initiating conversations with customers by sending active WhatsApp messages that can be directly done by agents. Once this feature is enabled, agents registered in the bot remain without access to the functionality. It is crucial to perform permission assignment from its activation. Learn more in Blip Help.

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