This article is a complete guide to Team Management and WhatsApp conversations assign to agent with BotCommerce:
- Access Team Management:
- Go to BotCommerce dashboard.
- Navigate to “Team Role.”
- Create and Assign Roles:
View existing teams (e.g., Super Team, Team White).
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- To create a new role, click “Create New Role.”
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- Name the role (e.g., Team Superior) and assign permissions.
- Add Team Members:
- Go to “Team Members.”
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- Click “Create New Member.”
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- Fill in details (name, email, password).
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- Assign the member to a team (e.g., Team Superior).
- Set access for Telegram bot, WhatsApp bot, and e-commerce store.
- Click “Create.”
- Assign Conversations:
- Go to Bot Manager and create a new bot.
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- Add trigger words and a welcome message.
- Use the interactive element to create options like “Product Details” and “Human Assistance.”
- Assign “Human Assistance” to a specific team member or group (e.g., Queen).
- Configure Chat with Human:
- Go to “Action Buttons” and select “Chat with Human.”
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- Customize the flow and assign to a team or user.
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- Save changes.
- Set Default Action:
- Navigate to “Configuration.”
- Add an email for chat with human notifications.
- Save settings.
- Test the Bot:
- Send a message to the bot.
- Choose “Human Assistance” to see the automated response.
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- Check the team member’s account for the notification.
- Resume Bot Reply:
- Go to “Subscriber Manager.”
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- Select the subscriber and click “Resume Bot Reply.”