To increase productivity and autonomy, iAdvize lets you give your respondents more tools. These features are disabled by default. To activate them, go to the settings and choose the tools you want to give to your agents.

1. Access the settings

To access these settings from iAdvize administration, click on :

Settings > Advanced settings > Agent settings.

2. Choose the indicators for your agents

2.1 Confidentiality

If enabled, this setting allows you to track the performance of your agents (LTA, satisfaction, sales, etc.) in real time. The second tool enables managers to view all of the agents' conversations so that they can intervene if necessary.

2.2 Access to visitor navigation

The mirroring function provides direct access to the visitor's monitor by reproducing their screen on the respondent's screen. Thanks to the co-browsing function, and if the visitor agrees, the agent can also take control of the visitor's mouse to guide them through the purchasing process.

2.3 Snoozed or closed conversations

You can enable your respondent to view, process and automatically close snoozed conversations using this functionality. 

You can also give agents visibility of their closed conversations.

NB :The "Allow access to automatically close inactive snoozed conversations" feature is valid for all conversations, regardless of the channel (chat, WhatsApp, etc.).

2.4 Notes

In settings, you can activate the toggle Allow comments. This will enable agents to add manual notes to conversations to help them follow up. 

2.5 Access to indicators

This feature gives agents access to their indicators. This way, they can have an overview of their own performance indicators. You can choose which KPIs they can access, and where (table, panel).

You can then choose to display these indicators in a widget on the panel. In this case, the day's indicators will be displayed in real time. You can also decide to display them in a separate dashboard so that your agents can access their performance indicators over different periods.

To find out more about respondent and their indicators, please consult the article dedicated to them : Access your indicators.

All the selected indicators will be activated by client ID (CID), so all your projects will automatically benefit from this functionality; in short, all the advisers working on your various projects will have an overview of their work.

To go further : You can read the article : Defining indicators to find out more about how these indicators are calculated. Invite your agents to find out more about using their performance data with the help of this practical sheet.