Customer Service Team Management

Summary
What permissions do shop managers have on the Buyer Message - Setting - Team management page?
  • Only shop managers, including the main account and administrators, have permission to access this page.
How can shop managers manage customer service agent accounts?
  • Shop managers can add, edit, or delete customer service accounts by clicking [Manage accounts] to access the user management page.
What information can be viewed and modified for customer service agents?
  • Basic information includes avatar, nickname, and email address.
  • Roles include shop owner, admin, and agents, with varying permissions.
  • Admins can adjust nicknames, maximum capacity, and chat acceptance settings.
How can admins adjust the maximum capacity and chat acceptance for agents?
  • Maximum capacity can be set between 1-999, with a recommendation of at least 200.
  • Chat acceptance can be toggled to auto-assign or manual assignment only.

Access

Access: Buyer Message - Setting - Team management
Permission: Only shop managers (main account and administrator) have permission to this page.
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Agent accounts management

If you want to add, edit or delete customer service accounts, you can click [Manage accounts] to go the user management page to set it up.
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View and modify agent information

The customer service agents information displayed here is:
  • Basic information: including avatar, nickname and email address.
  • Roles: including shop owner, admin and agents. Agents are granted basic permissions to chats; admins are granted advanced permissions, such as team management and shop settings.
  • Maximum capacity.
  • Open chats: the number of open chats for this account.
  • Accept chats: whether this account receives chats auto-assignment.image
As the admin, you can adjust:
  1. Nickname
Click the edit button next to the nickname, enter a new nickname and click save. Some names may trigger platform review, which will show under review status, and it will not take effect until the review is passed.
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  1. Maximum capacity
Click the eid button next to the number, enter a new value and click save. Here you can enter any number between 1-999. You can set it according to the number of agents and chats. Normally, it is recommended not to less than 200, otherwise it may affect the chat assignment.
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  1. Accept chats
Click the switch to adjust the status of the accounts.
  • Turning on the switch: Accept auto-assign chats means that the agent will receive chats automatically assigned by the system and chats assigned to the agent manually by other agents.
  • Turning off the switch: Do not accept auto-assign chats means that the agent will not receive chats automatically assigned by the system, but other agents can still manually assign a chat to the agent.