Article #: 77

How To: enable Web Chat for an agent

Similar questions: enable for an agent, enabling Web Chat for an agent, disable Web Chat for an agent, authorize Web Chat for an agent

Purpose: demonstrate how to enable Web Chat for an agent

Steps

Before beginning, please note that you need the Web Chat license in order to follow the steps below. You also must ensure that you have marked a particular agent available for Web Chat.

1. Log in to the Xima CCaaS Admin portal.
2. To ensure that you have marked a particular agent available for Web Chat, go to User Management > User Licenses
3. A window called “Edit Users” will appear. Locate the agent you would like to enable and look at the CCaaS Chat column to make sure that it is selected.
4. Click Cancel.
5. Then go to Contact Center Configuration > Skill Management
6. Locate the same agent you would like to enable and look at the Chat Session Enabled column. Here you will check the box to enable your agent with Web Chat.
7. Click Save.