Blip Desk Agents Permissioning

Index:

1. Context
2. Prerequisites
3. How to Set Up Attendant Permissioning in Blip Desk
4. Functionality with Active Permissioning
5. Coming Soon!

Context

Through permissioning, the manager will be able to indicate which agents can use a particular feature in Blip Desk. Agents permissioning can be done individually or in bulk (for two or more agents) through the Portal.

Prerequisites

Depending on the functionality, once enabled, agents registered in the bot remain without access and unable to use it. It is very important to observe the permissioning rules for each feature. You can check the details below in “Functionality with Active Permissioning”.

How to Set Up Attendant Permissioning in Blip Desk

To configure permissioning for a feature for one or more agents, access the “Service” page of the chatbot where the feature is configured, and click on the “Agents” section. You can define permissions by hovering over the agent's name individually and clicking on the permissioning icon (located to the right of the screen, between the options to Edit Queue and Remove Agent).

On the next page, below the title Status, click on the button corresponding to the desired feature.

Bulk permissioning is also allowed. For this, on the "Service" page, "Agents" section, click on the checkbox next to the names of the agents and then on the permissioning icon, visible as soon as the selection is made, at the top above the list of agents (between the Edit queue option and Remove agent). On the next page, below the title Status, click on the button corresponding to the desired feature.

Functionality with Active Permissioning

Check out the functionalities that already have active permissioning:

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 happens when adding a new agent to the bot.

Edit contact data through Blip Desk

Allows 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 very important that permissioning be done from its activation. Learn more at Blip Help.

Send active messages through Blip Desk

Allows initiating conversations with customers by sending active WhatsApp messages that can be made directly by agents. Once this feature is enabled, agents registered in the bot remain without access to the functionality. It is very important that permissioning be done from its activation. Learn more at Blip Help.

For more information, access the discussion on the subject in our community or the videos on our channel. 😃