Download our latest Desktop App (v2.0.2)

Agents - Roles & Permissions

The "Roles & Permissions" in HappyFox Chat application, is classified into two types as: 'Admin' and 'Agent'.

Admin: A support staff with an 'Admin' role, will be provided access to all the components of the app. 

A user with an 'Admin' level access, will be able to:

1. Accept or Ignore Chats.

2. View Past History of Chats.

3. Add or Remove Agents.

4. Install and Manage Apps.

5. Customize and install the chat widget.

6. Set "Chat Status".

7. Add or Remove 'Canned Responses' (The admin can choose to make the 'Canned Response' available only to himself, or to other agents too)

8. Manage Billing section of the app.

9. Transfer Chat to the Other Agents available Online.

10. Set Conditions for Triggered Chats

The number of modules that will be visible to the 'Admin' users is, as shown in the image below:

Agent: A support staff with an 'Agent' role, whose access to the app is very restricted, will be able to:

1. Accept or Ignore Chats.

2. View Past History of Chats.

3. Add or remove 'Canned Responses' (The 'Canned Responses' created by the agent are visible only for himself, and not to other agents)

4. Transfer Chat to the Other Agents available Online.

The number of modules that will be visible to the 'Agent' users is, as shown in the image below: