Agents are typically customer support representatives who handle conversations escalated by the SmartChat Assistant or the app user. Agents are a crucial part of any customer support or engagement system, especially in environments that rely on automated systems like SmartChat Assistant. While SmartChat Assistants handle routine queries and provide quick responses, there are situations where more personalized, complex, or sensitive interactions require human intervention. This is where the agents functionality comes in. Agents play a vital role in enhancing the customer experience by ensuring that users receive the right level of support when automated responses are no longer sufficient. Whether it’s resolving complex issues, providing expert knowledge, or handling user escalations, agents act as the bridge between automation and human expertise. The flexibility to escalate a conversation to an agent ensures that users are always supported, even in cases where an AI assistant can’t provide the necessary assistance. Key benefits of the using agents include:
  • Seamless User Experience. Users either interact directly with an agent from the start or begin with the SmartChat Assistant and smoothly transition to an agent when human assistance is needed.
  • Enhanced Support. Agents are equipped with full context of the conversation history, enabling them to offer efficient and effective solutions.
  • Scalability. By having multiple agents available, organizations can scale their support team as needed, ensuring that no user query goes unanswered.
  • Collaboration. Agents can ensure smooth handoffs by assigning conversations to the most suitable team member.
With these capabilities, the agents is a powerful tool for both automation-driven and human-powered support, delivering a more flexible and responsive system for users. Moreover, since agents are also QuickBlox users, they can interact with customers not only through the Agent Desk, but also directly within an app if integrated appropriately.

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Manage agents

On the Dashboard, you can create, update, and delete agents.

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View list of agents

Navigate to Dashboard => YOUR_APP => Agents.
Agents page screenshot
The agents page also includes a direct login link for agents. This link can be shared with new agents so they can quickly log in.

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Create agent

  1. Navigate to Dashboard => YOUR_APP => Agents.
  2. Click Create button at the top right corner.
  3. Enter the agent’s Full name, Login, Email, and Password (password should be shared with the agent).
  4. Click Create to finalize.
Account owner can also create an agent profile for himself (by checking “Create agent profile for me” option). This allows account owner to act as an agent.
Create agent screenshot

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Update agent

  1. Navigate to Dashboard => YOUR_APP => Agents.
  2. On agents list, click on agent’s ID.
  3. Edit the user profile (as each agent is a QuickBlox user, so edit user page opened).
  4. Click Save and close button to save changes.
Update user details screenshot

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Delete agent

  1. Navigate to Dashboard => YOUR_APP => Agents.
  2. Check one or more agents you want to delete.
  3. Click Remove selected at the bottom of the list. Confirm the removal.
Delete agents screenshot
When the account owner deletes an agent associated QuickBlox user will be also deleted. All data associated with the user are deleted from the system. Thus:
  • All files associated with the user are deleted.
  • All custom objects associated with the user are deleted.
  • All dialogs where the user is a dialog owner are deleted.
If a user is a dialog occupant and not a dialog owner, their ID is deleted from the occupants IDs list of all group dialogs they participate in. However, a user isn’t removed from occupants IDs list of private dialogs.

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Agent Desk

Agents have their own space named Agent Desk. This interface is designed to help agents track incoming conversations, handle user queries, and collaborate with teammates.

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Log in as agent

Login URL located in the Description dropdown on the Agents page.
  1. Navigate to Dashboard => YOUR_APP => Agents
  2. Copy login URL from the Description dropdown
  3. Share URL with agents.
Agents page screenshot
Agents may login using this URL.
Agent Desk login

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View message history

Agents see a list of active and pending conversations in real time. When agent opens a conversation, next elements can be seen:
  • Message History. A scrollable history of previous user messages and SmartChat Assistant responses.
  • Message Input. Where agents type their replies.
  • Assign Button. Allows agent to transfer the current conversation to another agent.
Agent Desk interface screenshot

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Change agent online status

  1. In the Agent Desk left menu, click on agent name.
  2. Click on Online or Offline option.
This status determines whether new conversations will be routed to them. Based on the configuration in the SmartChat Assistant settings:
  • If ‘Assign to online agents only’ is enabled, only agents marked as online will receive new conversations.
  • If ‘Assign to online and offline agents’ is enabled, conversations may be routed to offline agents, but only if no online agents are available.
Agent Desk change online status screenshot

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Update agent profile

  1. In the Agent Desk left menu, click on agent name.
  2. Click Profile.
  3. Change information.
  4. Save.
Login and email may be updated only by account owner.
Update agent profile