Operations
Guides for the Operations area, live chat, your team, reports, leads, and follow-ups.
The Operations section is where your team works: handling live chats, managing agents, reading reports, and following up on leads and escalations.
- Live Chats - Handle conversations as an agent
- Team Management - Invite and configure your team
- Use Reports (Growth+)
- View Leads (Growth+)
- Schedule and Track Follow-ups (Growth+)
Live Chats
Handle customer conversations as a live agent, set your availability, and assign chats.
Team Management
Invite team members, assign roles, and configure each agent's capacity and availability.
Use Reports
Track your support performance with KPI cards and a suite of detailed reports you can download in Excel.
View Leads
Find every contact your chatbots have captured, filter by chatbot and date, and export them to CSV.