Consolto

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Advanced Installation
Multi Agent Settings (account center)

In this article we’ll review the following:

  1. Add new agents
  2. Change permissions
  3. Adjust agent profiles
  4. Configure your widget

1. Add new agents to your team:

In the account center click on the agent tab on the left panel.

Click on "Add" and then enter the agent’s name, email and password.

Click “Invite”.

The agent will receive an invitation to join Consolto and upon acceptance their name will appear in the agents list.


2. Change agent permission:

Click on the agent’s name in the account center and then on "Features Setup".

In the Feature Setup tab you can adjust the selected agent’s access to specific backoffice functionality and choose which areas in the system they can see vs. the sections that will be removed from their backoffice. In many cases, team members don't need to set up features and customizations so this is a great way to simplify the experience for them.


Please note that if you hide the Widget Center from the agent they will not be able to adjust their profile.

But don’t worry, you’ll be able to make any adjustments for them! 

3. Adjust agent profile

Go to the Widget Center and select the agent’s name from the on the "Impersonate as" on the top.

You can edit the agent’s widget appearance.  Click here to learn how to you can change the widget appearance.

Once you are done, click on Done to save your changes and go back to the admin.

4. Widget configuration

In the Team-Center tab, go to the "Widget" tab on the left side panel. 

This is where you can adjust the multi agent widget configuration.

* Show/ Hide widget -

Use this switch to show/hide the Widget on your website. If you use external buttons, don’t worry. They’ll still work if the widget is hidden.

* Page matches -

Use full URLs or regular expressions to set up the Widget on the different pages of your website. Example: 'yourwebsite.com/agents' or just 'yourwebsite'.

* Widget starts small -

Presents the closed-widget before the full agent list pops up.

Agent selection

In this area you can configure the agents on the widget.

* Maximum number of widgets (agents) on page -

This defines the maximum number of agents accessible via the widget of any page (0 means no widget at all).

* Prioritize agent availability -

Enable agent prioritization based on availability. If they are online, they will get higher priority and will be displayed above those who aren’t available.

* Filter agent by availability -

Enable agent filtering based on availability. Agents that aren’t available won’t be presented on the widget.