Contact Distribution
In Nexloo, you can assign conversations manually or automatically to agents or administrators. Follow the steps below to understand how it works:
Manual Assignment:
Access Settings: In the Web Console, click ‘Settings’ (01), then select ‘Inbox’ (02) and click the ‘Settings’ icon (03) within the corresponding inbox.
Select Responsible Agents: On the next screen, click ‘Collaborators.’
Select the desired agents and managers from the list, activate them, and click the blue ‘Update’ button.
Automatic Assignment:
Enable Automatic Assignment: Nexloo offers an automatic assignment system. To activate it, follow the steps above and, on the main screen, make sure to select the option ‘Enable Automatic Assignment.’
Enable Fixed Contact Assignment to an Agent: When an agent has already been previously assigned, all future conversations from that contact will be sent to the same agent.
Important Notes:
- You can limit the maximum number of conversations automatically assigned to an agent.
- Even after a conversation is resolved, it is possible to assign or remove the assignment.
With this functionality, Nexloo ensures efficient conversation distribution, whether manually or automatically, to improve workflow and customer service.