CX Genie
  • Introduction
    • 🤖General Features
  • Dashboard
    • Overview
  • Bots
    • General Information
    • Training Data
      • FAQs
      • Articles
      • Documents
      • URLs
      • Connect with database
      • Connect E-Commerce Store
    • Bot's Knowledge
    • Workflow
      • Module Explaination
      • Dynamic Variables Explaination
      • Trigger Workflow Condition
      • Workflow Components
        • Text and Image Button: Create Text and Image message
        • Message with actions
        • Saved flows
        • Collect feedback
        • Notify agent
        • Form submit
        • Turn off auto-reply
        • Close conversation
        • Recap chat message
        • Frequent Questions
        • Capture Customer Info
        • Create Ticket
        • Auto-tagging
        • Queue list
        • Auto-assign Agent
        • Condition
        • AI API
        • API Call
        • Connect to database
        • Route
    • Settings
    • Launch bot
    • Prompt and Models
    • Webhook
    • Platform Integration
      • WordPress
      • Shopify
      • Big Commerce
      • Magneto
      • Discord
      • Slack
      • Telegram
      • Facebook
      • Instagram
      • Zalo
      • WhatsApp
    • Contacts
  • Bot's Learning
    • Bot learns from Conversations
    • Unanswered Questions
    • Connect with previous chat history for the bot to learn
  • Live Chat
    • Overview
    • List of Conversations
    • Tools of the Conversation
    • Tools
    • Chat settings
    • AI Actions
  • Ticket (Subcription Feature)
    • Ticket List
    • Create Ticket(s)
    • Edit / Update the Ticket
    • Merge Ticket
    • Ticket Settings
  • Marketplace
    • Custom Authentication V2.0
    • Product Data Sync-up
      • E-commerce Store
      • Product Data
    • White Label
    • Help Desk
    • Form Builder
  • Main Flow
    • How AI handles incoming messages.
    • Bot Learns from Conversations by Editing Auto Suggestions
    • Bot learns from conversations immediately
  • Create your chatbot by using templates
    • SAAS Template
    • Agency Template
    • F&B Template
    • E-commerce Template
    • From a Scratch
  • Others
    • Chatbot Completion
    • Escalate to a Human Agent
  • Help Desk
    • Chat/tickets
    • Team
    • View
    • Report
    • Settings
  • Categories & Tags
    • Categories
    • Tags
  • Settings
    • General
    • Members & Permission
    • Subscription
    • Activity logs
  • Referal
    • Referal of CX Genie
  • Mailbox
    • How to integrate
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On this page
  • 1. Team Management
  • 2. Assign Chat & Ticket Settings
  1. Help Desk

Settings

This section will let you manage your member, decide the act of the team, label and modify.

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Last updated 9 months ago

1. Team Management

  1. New team: by clicking this button, you can create a new team with ticket and chat management.

  • Team's name: the name of your team.

  • Ticket assign: you can choose a created category to add your team handle.

  • Chat assign: you can choose a created category to add your team handle.

  • Click the "Create" button to complete.

  1. After completing, you can click on the pen icon to edit your member in each category you created before.

  1. Team members: you can find your member to add to the team.

  2. Select agent in Live Chat: these boxes will let you choose the member suitable for created sub-categories, it can be only done if you add at least one member in section (1).

  3. Select agent in Ticket: these boxes will let you choose the member suitable for created sub-categories, it can be only done if you add at least one member in section (1).

  4. Assignment method: 2 modes for handling the conversation:

    1. Manual: you will decide who will handle it.

    2. Round robin: automatically assign the conversation in round robin (alternately and repeat).

  • Click "Save changes" to complete the adjustment.

2. Assign Chat & Ticket Settings

  • You can choose the team that you created to handle the ticket or chat.

  • Default is when you use the "create ticket" function in Workflow (Workflow).