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Triggering Automation When an Agent is Assigned
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Testing the Trigger:
You can see the trigger working in the live chat
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Assigning a Live Chat Agent to a Bot User
This section explains how to assign a live chat agent to a bot user via the Live Chat Interface or Bulk Action through the Bot Users section. These steps enable better control over agent assignment.
1. Assigning via Live Chat Interface
Navigate to Live Chat from the main menu.
Select the conversation with the bot user you want to assign.
In the conversation panel on the right, locate the Assign to Agent option.
Choose an agent from the dropdown menu to complete the assignment.
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This method allows for quick, real-time agent assignment directly within the live chat conversation view.
2. Bulk Assignment via Bot Users
Go to Bot -> Bot Users.
Select multiple users by checking the boxes next to their names.
Click Bulk Action in the top-right corner.
Choose Assign to Agent from the dropdown menu.
In the popup window, select the agent you wish to assign to these users and confirm.
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This bulk assignment option is ideal for managing large numbers of users at once, streamlining the process of assigning agents to multiple users simultaneously.