Now that you have personnalized your notifcations and your chatbox, it’s time to create your user accounts and train your teammates!
Create the user accounts for your teammates
Each member of your team using iAdvize will need a personal account, to ensure secure connection and reliable data. Good news: you can create as many accounts as you need!
1. How?
In the "team" section, "Management" tab, click on the green +.
1.1 "User role" section
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Select a role for your user. According to their role, your user will access some specific features:
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an agent account can only see the conversation panel
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a manager account can see the conversation panel, as well as the teams, reportings and conversation history
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an administrator account has access to all the features and can modify the iAdvize parameters
- Then enter the first and last name
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Finally, enter an email address
- this must be valid
- the user must have access to incoming emails. In fact, once the profile has been created, your user will receive an email to generate his or her own password.
1.2 "Communication" section
It defines how your user will interact with visitors: pseudonym, avatar, and communication channel.
For example, select only the chat, and give them between 2 and 3 conversations to handle simultaneously
1.3 "Expertise" section
Select the project (= your site) to allow your agent to chat on it.
1.4 "Localization" section
Select their mother tongue as the main language, and the right time zone, then save.
Repeat as many times as you need agents.
⚠ We advise against sharing the same account between users ; you can create as many accounts as you need.
More details on user accounts in this article.
2. Train your team!
To get the most out of iAdvize, training is essential.
We strongly recommend that you train your advisors to use their chat desks by encouraging them to follow the training course dedicated to them on iAdvize Academy. This e-learning platform is accessible directly from their chat console.
It will take them less than an hour to go through the content, so they'll feel reassured before they get started.
Log on to iAdvize Academy and let us guide you:
Next…
You just created your user accounts > an e-mail is automatically sent to them to generate their password and log on independently.
Before moving on to the configuration of your engagement strategy : Step 4