Account

Assistants

Only assistants with an admin role can view or edit the assistant settings.

Select Top menu->Account and then Side menu->My assistants to view all the settings.

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Use + to add an assistant or click on any assistant to edit it.

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When any assistant is clicked, three tabs will appear Details, Freecall and Picture.

Details

The Name identifies the assistant. The FB username is used when a customer chooses to chat to this assistant on Messenger from within the chatbot. The User ID is obtained from the Account settings of this assistant. The Department appears when a customer chooses to chat to this assistant on Messenger from within the chatbot so the customer knows which department the assistant is from. This helps a customer make a better choice when choosing a human to chat to. The Roles indicate the various pemissions given to this assistant.

The Admin role allows the assistant to do everything an account owner can do. The Maintenance role allows the assistant to do everything else except viewing or modifying the account settings in this account section. The Support role makes that only assistants with this role will appear in the Contact section of a chatbot when a customer chooses to communicate with a human. The Point-of-sale role allows an assistant to perform point-of-sale functions such as in the Rewards app.

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Freecall

If an account owner wants to make it possible for customers to call this assistant toll-free, then the Freecall number must be filled in and the Freecall status must be Enabled.

To make use of the freecall facility, you must go to our telephone app on our chatbot and use the Sign up button and then read through the documentation in the Apps section for the telephone app to set up your freecall facility.

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Picture

When a customer chooses to communicate with an assistant from within the chatbot, a picture of every assistant is shown. Use Browse to obtain the picture file and Upload picture to upload it to the server.

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Quick links