Introduction
Live Agent Panel Guide
Use the Roubot Live Agent Panel to receive customer conversations, respond to customers, manage your availability, and track the conversations you handle.
The Live Agent Panel brings customer conversations from chat on your website and other channels into one workspace. Roubot routes each conversation to the right agent at the right time.
Who this guide is for
This guide is for Live Agents: team members who actively handle customer conversations in the Live Agent Panel. If your administrator has given you login credentials and asked you to start taking chats, start here.
You do not need a technical background to use this guide. The instructions use plain language and explain each task step by step.
What this guide covers
Use this manual to learn how to:
- Log in to the Live Agent Panel for the first time
- Receive and handle customer conversations
- Respond to customers
- Manage your availability
- Manage your profile
- Understand the main elements of the Live Agent interface
How to use this guide
Each section is self-contained, so you can read the manual from start to finish or jump directly to the task you need to complete.
Updated 19 days ago