Agent Staff Admin

You can create a new agent service staff, edit private profile of existing agent or create an URL for staff agent self-registration form.

New Service Staff Agent Creation

With the Forever Free tier account, it already comes with unlimited number of agent and company entitlements handling 500 customer chats/calls per year. (After 500 customer connected chats / calls/ email for a year, the 2ConnectMe account administrator ,the 1st user opening the account, is still able to handle the customer chats/calls.)

Pre-settings assigned at registration

The following illustrate how to add a new staff (Agent) to handle the customer from different hotlines chat rooms.

Go to Settings -> Service Staff

Click New Service Staff Tab

Enter Service Staff Information

Fill in the agent information.
Pre-configured default settings for service staff
- Ring Tone,
- Service Charges if it allows to accept service charges from customer client.
- Self hotline chat room assignment if it allows service staff to re-assign the chat room hotlines to be handled.
check the “Hotlines Chat Room” which this new agent will handle.

Email address verification

An validation email is sent to your registered email address. Just click to link to verify the address and it will divert you to change password page for agent first logon. If you do not find the “New Agent” email in your Inbox, please check your Junk mailbox. Sometimes, email systems wrongly treat it as Junk mail.

Logon Screen First Time – Change Password

Successful Agent Logon

Service staff self-registraton form URL

Instead of new service staff registration completed by administrator, self-registration form is for anyone to register himself as service staff agent for your business. Such URL can be integrated on your website to attract public to join your service team.

Pre-settings assigned in self-registration form

The self-registration form URL includes the pre-configured settings for the service staff agent to be registered. Particularly, the following fields are important

Service Charges – only check this box if it allows such agent to receive service fees.
Self hotline chat room assignment – only check this box if it allows such agent to re-assign which hotline chat room chats can be handled.

There could also be fields optionally added to collect further information on the self-registration form. Such fields can be either a single line text field, e.g. Salary, or a multiple line text field, e.g. Working Experience, as indicated below.

Preview of staff self-registration form

Integration – registration form URL

Such staff agent registration form URL can be integrated on your webiste through either

html button which the URL is the button action to open the URL on a new browser tab / windows.
iFrame which the self-registration form URL above is used as a source. Sample iFrame code below. The bold src URL below, i.e. “https://www.2connectm/agentLogon.html#...>”, should be replaced by your generated registration form above.

<div style="width=100%;height=100%;min-height=100%;border:none;">
<iframe width="100%" height="900px" style="border:none;" src="https://www.2connectme.com/agentLogon.html#......." allow="microphone; camera"> </iframe>
</div>