Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Go to Haptik Website
  • Contact Us
  • Home
  • Smart Agent Chat
  • Set up

How to set up Smart Agent Chat?

Written by Medha Anand

Updated on January 24th, 2024

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    Build Deploy Analyse Manage Account Bot Deactivation
  • Bot Building
    Essentials Smart Skills Steps User Messages Bot Responses Entities Connections Customisations User feedback collection Testing Whatsapp Bots NLU Bot Maintenance
  • Smart Agent Chat
    Set up Admin Settings MyChats Section (Agent Inbox) Live Traffic Section Teams Section Archives Section Analytics Plans on Smart Agent Chat
  • Conversation Design
    Design Basics Design Guides Designing for Platforms Designing WhatsApp Bots
  • Developer Guides
    Code Step Integration Static Step Integration Shopify Integration SETU Integration Exotel Integration CIBIL integration Freshdesk KMS Integration PayU Integration Zendesk Guide Integration Twilio Integration Razorpay Integration LeadSquared Integration USU(Unymira) Integration Helo(VivaConnect) Integration Salesforce KMS Integration Stripe Integration PayPal Integration CleverTap Integration Fynd Integration HubSpot Integration Magento Integration WooCommerce Integration Microsoft Dynamics 365 Integration
  • Deployment
    Web SDK WhatsApp Facebook Instagram Sunshine Conversation LINE Google Business Messages Telegram MS Teams Bot as an API iOS SDK Android SDK
  • External Agent Tool Setup
    Zendesk Chat Salesforce Service Cloud Freshchat Zoho NICE CXOne Gorgias
  • Analytics & Reporting
    Intelligent Analytics
  • Notifications
    SMS Notifications Success Measurement
  • Commerce Plus
    Catalog Integration Bot Building Guide Channel Deployments Unified ML Pipeline Documentation
  • Troubleshooting Guides
    Error Messages FAQs
  • Release Notes
+ More

Table of Contents

Table of Contents 1: Set up a team of agents 2: Set up chat routing algorithm 3: Set up Closing Categories 4: Transferring Chats to agents 5: Adding Canned Responses

Table of Contents

1: Set up a team of agents2: Set up chat routing algorithm3: Set up Closing Categories4: Adding Canned Responses

As you have seen in the introduction article what Smart Agent Chat is, you would know that a chat reaches an agent on any one of the two occasions when there is a bot break or when the user explicitly requests to chat with an agent. On Smart Agent Chat, the user's chat is first allocated to a team and then an agent from the team is assigned the chat.

There are 5 stages you will need to configure to complete the setup of Smart Agent Chat.

1: Set up a team of agents

A team consists of all the agents. The agents in the team will be assigned user chats. In the team setup, you can also manage the agents with respect to their status, concurrency, set up three different types of automated messages, and so on.

Click here to know a detailed guide to setting up a team.

2: Set up Agent Assignment Logic

Once the team has been set, you can select a Chat Routing Algorithm. Depending on the selected algorithm, the agents will receive the chats. There are two algorithms -

  • Balanced distribution
  • Speedy resolution

Click here to know more about Agent Assignment Algorithms.

3: Set up Closing Categories

You can set up Closing Categories which agents have to select while closing a chat. This will help you analyze the types of queries, users come up with.

Click here to know more about creating Closing Categories.

4: Transferring Chats to agents

You can transfer the chats to agents, in order to avoid Bot Break scenarios.

Delete

Click here to know more about transferring Chats to agents.

5: Adding Canned Responses

Canned Responses are predefined responses uploaded prior, which can easily be used by agents to reduce response time.

Click here to know more about adding Canned Responses.

Once you have completed these stages, you can now test the connection by sending a message to the bot.

Let us now understand the uses of Smart Agent Chat. As discussed above, this would be primarily used for transferring chats to agents, so that they can provide resolution to the user. Other than that, you can also analyze the chats, agent data, team data on Smart Agent Chat.

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Transfer chats to Agents on Smart Agent Chat
  • Agent Assignment Logic
  • Closing Categories (Chat Disposition)

Platform

  • Conversation Studio
  • Smart Skills
  • Advanced NLU
  • Intelligent Analytics
  • Omnichannel
  • Smart Agent Chat
  • Enterprise Security
  • Integrations

Solutions

  • Conversational Commerce
  • Lead Generation
  • Customer Care
  • WhatsApp
  • Conversational IVR
  • Google Business Messages

Industries

  • Retail/ E-Commerce
  • Financial Services
  • Travel & Hospitality
  • Telecom

Knowledge

  • ROI Calculator
  • Reports & Research
  • Case Studies
  • Webinars
  • ISAT
  • Tech Blog
  • Business Blog
  • Resources
  • Haptik v/s Yellow
  • Haptik v/s Liveperson
  • Haptik v/s IBM Watson
  • Haptik v/s Verloop
  • Conversations on AI

Company

  • Why Haptik
  • About Us
  • Careers
  • News & Media
  • Awards & Recognition
  • Contact Us
  • Partnerships
  • Investor Relations

Subscribe

Sign up to recieve the latest updates

Find us on

  • Twitter-footer
  • Linkedin-footer
  • YT-footer
  • Insta-footer
  • G2-footer
  • Facebook-footer

Knowledge Base Software powered by Helpjuice

Copyright © jio Haptik Technology Limited 2021 | Data Security & Privacy Policy | GDPR

North America | Asia Pacific | Africa | enterprise@haptik.ai

Definition by Author

0
0