In this section you find the description of the features that WitiOp offers to an Agent.

WitiOp is a cloud platform capable of managing, in real time, interactions with contacts on the most popular instant messaging: WhatsApp.

The Agent is a member of the WitiOp Service within a specific Tenant, who manages conversations according to priorities and skillsets (group of agents) configured by the Administrator. 

Login to WitiOp

The user, after being registered by the Admin, receives an email to log into the WitiOp platform.

1.Dashboard

The Dashboard area shows the following graphs: 

• Conversations: Bars representing the number of conversations during the current day:
  • Total: total conversations managed by the single Agent (Closed + Active)
  • Closed: conversations already managed and closed by the single Agent
  • Active: conversations that are being managed by the single Agent
  • Awaiting Transfer: conversations waiting to be managed by Agents associated to the same Tenant. 
• Agent status:  Pie chart indicating the Status of the Agents associated to the same Tenant. 
• Conversations hourly distribution: Line graph showing conversations of the single Agent distributed according to the time.

Data can be refreshed, using the dedicated button "Refresh" on the top right of Dashboard area. 

2.Service Status

Agents can check the service status: if the number/s is/are active (that is during working time) or inactive. 

Clicking on the the Service Status button, a dialog window appears giving the specific information. For example: 

Open Service	Mixed Service (not all services are opened)	Closed Service

3.Status

Form the drop-down menu, the Agent can select his/her status: 

Ready is the only status recognized as active by the system: new conversations will be assigned automatically to the Agent (if matches with the conversation distribution logic flow).  Back office is a pause status, dedicated to back-office activities: new conversations won't be automatically assigned to the Agent. The Agent can still manage  conversations in the different WhatsApp sections.  Break is a pause status: new conversations won't be assigned to the Agent. new conversations won't be automatically assigned to the Agent. The Agent can still manage  conversations in the different WhatsApp sections.

4.Notification area

When a new conversation needs to be managed by the Agent (new conversation or transferred by other Agents), a notification pop-up appears at the top, in the center. 

Moreover, you can see how many conversations are active for the single Agent, that is how many conversations the Agent is managing.  

5.Agent Menu 

The Agent Menu is composed by WhatsApp and User Menu. We'll deepen this section in the next paragraphs. 

Conversations

This section includes the active conversations that are currently being managed by the Agent. 

Start a conversation (outbound)

If the outbound service has been enabled, the Agent can start a Conversation with a Customer:

• Click the top right button "Start Conversation"

• Select the Customer from the Customers list 

a. The Customers without green tick are Customers that have NOT contacted our number in the last 24h. So you can contact them exclusively by Facebook Meta approved template.

Click on the and select the template, then confirm. 

b. The Customers with green tick are Customers that have contacted our number in the last 24h. So you can contact them in two ways.

Click on and choose to contact them:

-Sending a normal chat message 

-Sending a Facebook approved template message. 

Receive a Conversation (inbound)

When a Customer contacts our number and the conversation is assigned (automatically or manually) to an Agent, the Agent receives a notification and sees the conversation in the  "conversations" section.

It is possible to send: 

• Emoji
• Attachments

• Predefined Messages :  Predefined messages are standardized text messages, divided into "Category". 

Witiop enables you to use other important features: 

Vidaoo video call

Please refer to our documentation to find out more about VIDAOO.

• Click on the video call icon:

• You will see this box opening on the top left part of your screen, allow the use of the camera:

• Choose the camera and the microphone you intend to use:

• On the Agent side, a link for a Vidaoo video call will be automatically sent to the Customer and a new window will be opened in the Message area:

The icons on the bottom right of the Vidaoo window are useful to manage the video call:

Icon	Vidaoo vidao call features
Image Modified	Enable/disable the camera
Image Modified	Enable/disable the microphone
Image Modified	Enable/disable the screen sharing
Image Modified	End the video call

• On the Customer side, he will receive the link to access the Vidaoo video call: 

Speech Recognition

• This feature is represented by two icons: 

The blue arrow points at the feature you need to click on in order to select your language of choice.

The red arrow points at the feature that start the speech recognition.

• Clicking on the speech recognition, what you say will be recognized and written in the textbox:

• Clicking a second time on the speech recognition feature, will allow you to modify the text before sending it to avoid errors. 

Transfer to User

Select the user to whom you want to transfer the conversation, clicking on.

The "Ready" column allows you to view whether the user to whom we are transferring the conversation is available or not.

There are two transfer options:

• • Immediate transfer: the conversation is transferred to the chosen single user. If the user does not respond within a few minutes, then it will pass to another user.
  • Exclusive transfer: the conversation, regardless of availability and waiting time (maximum limit of 24h established by FacebookMeta), is transferred only to the single chosen user.

In case of Isolated Agent: the Agent can transfer the conversation only to users associated to his/her skillsets.

Transfer to Skillset

The skillset is a group of agents linked by job / peculiarity.

Select the skillset to which you want to transfer the conversation, clicking on. Therefore, the first available agent of that particular skillset will handle the conversation.

The "Ready" column allows you to view if at least one agent of the specific skillset is available or not.

There are two transfer options:

• • Immediate transfer: the conversation is transferred to the chosen skillset. If the skillset does not respond within a few minutes, then it will pass to another skillset.
  • Exclusive transfer: the conversation, regardless of availability and waiting time (maximum limit of 24h established by FacebookMeta), is transferred only to the single skillset chosen.

In case of Isolated Agent: the Agent can transfer the conversation only to his/her skillsets.

Transfer to Wait Queue

The agent has a maximum number of conversations that can be managed simultaneously. If a Customer does not respond to the conversation for a certain time, it is possible to transfer the conversation to the "Wait queue".

The agent can manually transfer the conversation to:

1. 1. Public wait queue: When the Customer writes a new message, the conversation is given to the first available agent.
   2. Personal wait queue: When the customer writes a new message, the conversation is assigned exclusively to the agent who put it in the "Wait queue".

 It is possible for the Administrator to configure a time limit after which the conversation is automatically transferred to the "Wait queue".

Close conversation

From the "Close" button, the Agent closes the conversation.

(The conversation will be moved in the "Conversations history" and will be achieved there for a limited time).

• If set by the Admin, the Agent must profile the conversation, when closing it: 

Profile a conversation means detecting the reason of the interaction. The system allows up to 3 levels of depth and/or the addition of free notes. 

Customers

In Customers section, the Customer database is available to the Agent: 

Clicking on the button , it is possible to: 

• View the Customer data 
• Check the Customer history

In case of Isolated Agent: the Agent can view only Customers who have had conversations with his/her skillsets.

Waiting Conversations

In this section, it is possible to view  "Waiting conversations" (of the entire Tenant).

It allows you to quickly understand if you need to request more support from agents for handling incoming conversations.

If the Agent can manage a "Wating Conversation", the button appears. The Agent can and start managing the conversation in the "Conversations" area. 

In case of Isolated Agent: the Agent can view only conversations assigned to users within his/her skillsets.

Conversations history

In this section, Conversations history of the single Agent is included, that is conversations that have been closed by the Agent in the last 4 weeks. 

It is possible to filter conversations by date.

Click to access the conversation details and check its content and information:

Message Template Sent

In the "Template messages sent" area, the Agent can check all the template messages that he/she has personally sent to Customers without receiving a reply.

If the Customer replies to the Template, the template message moves to the "Conversations" section.

My Wait Queue

In "My wait queue" section, the agent can see all the conversation that has transferred in the personal queue.

1. The Agent can unpause the conversation clicking on the button , then .  As soon as it is unpaused, the Conversation moves to the "Conversations" section and the Agent can write to the Customer again. 
2. If the Customer writes to our number again, the conversation moves to the "Conversations" section. 

Profile 

This section reports the data of the user currently logged into the platform. 

Change Password 

From this section, you can change the password: write the current password, set a new one and confirm it. Then Save. 

Reset Password

Change password reset procedure

•  Insert your email and click on the reset button

• You will find an email in your email account with a reset Link 

• Click on it, you will be redirected to a page where you will insert the new password
• Click on reset password and at the following login you will proceed to use this password

Logout

Clicking on this button , you log out of WitiOp.