7. Adding support user
Last updated
Last updated
This feature is used when the current user needs assistance from another employee to support a customer. Simply invite the employee into the session, and they will be able to assist the primary responsible employee of the session.
Step 1: Open any message/comment.
Step 2: Click on the 'Add Support' icon.
Step 3: Select or search for a name to add for support.
You can add one or multiple support staff.
Click X to remove the support staff from the list.
Step 4: Click Save
On the screen, the added support staff will receive a popup notification.
Click 'Support Now' to open the session that needs support, or click 'Later' to stay in the current session.
For support sessions, employees can identify them by the word 'Support' displayed in the session.