The chat messages in the chat transcript will remain the same without being disturbed and only the visitor details will be deleted. This can be done under Agents tab of your HappyFox Chat account.Ĭlick on the desired agent tile who needs to be removed, and select 'Delete' option on the right pane below the agent image. Idle agents - List all the agents who are online but haven't interacted with the chat dashboard for more than 20 minutes.Provision for the account owner to delete him/herself from the HappyFox Chat account and transfer the account ownership to other agent/admin.Īn account owner can delete himself and transfer the account ownership to other available agent/admin under their account.įirst the admin needs to click on his/her agent tile under Agents tab of their HappyFox Chat account.Īfter choosing the agent tile, 'Delete' option needs to be clicked. Inactive Agents - List all the agents whose accounts are deactivated by the account admin.ĥ. Active Agents - Lists all the agents who have accepted the agent invite (the chat availability can be 'available or unavailable').Ĥ. Click on the agent name will display a popup with more details.ģ. Pending Agents - This filter lists the agents who are invited to the chat account but are yet to accept the agent invite. The Green dot denotes that the agent is available to chat.Ģ. Online Agents - This filter lists all the agents who are logged in and are available to handle chats. You can only deactivate the agent and the particular will not be able to access the account.ġ.The option to completely delete or remove an agent from the HappyFox Chat is not available.On the resultant pop-up, click on the "Activate" option. Under Agents section, click on the agent name who should be reactivated. Only then the particular staff can be deleted. The account owner has to log in and transfer ownership to another staff in the account. Note: By default, the account owner who creates the chat account will be in the admin role and cannot be deactivated/deleted by other admins. On clicking "Deactivate", you will be prompted with "Are you sure? (Yes/No)" message. Clicking "Yes", will proceed to deactivate the agent, and choosing "No" will abort the action. On the resultant pop-up, click on the "Deactivate" option.Ģ. To deactivate an agent, go to the "Agents" tab > Go to "All agents" (left pane) and click on the agent name who should be deactivated. Note: Admins cannot set passwords for other admins.Īfter setting the password for the agent successfully, the agent will be logged out from all his/her devices. Yes, admins have an option to set passwords for agents who have accepted the invitation and have set their own passwords. On the bottom right of the pop-up, you will see these options. Under the agents section, filter agents by Pending agents or you can directly choose the preferred agent.Ĭlick on the agent's tile to whom you wish to resend the invite or the agent delete the agent. Once the agent clicks the 'Accept Invite' link, they will be required to set the agent name and password.Īfter that, the agent will be logged in to HappyFox Chat and can take chat requests. Once done, click the Send Invite button to trigger the invite email. In the pop-up you can the name and email id of the new agent and set their role to admin, agent, or any custom role.ĥ. Add/invite agents:ġ. Click on the Agents section on the main menu.ģ. Admins can manage all support staff who access the chat dashboard from the Agents section. You can invite unlimited agents to your HappyFox Chat account.
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