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For Operators

Introduction to the Operator Role


Logging in for the First Time


Updating Your User Profile


Navigating the Conversation Window & Timeline


Accepting & Responding to Incoming Chat Conversations


How to Merge Contacts & Conversations


How to Outbound Dial & Send SMS Messages


Managing & Completing Contact Profiles


Creating and Using Shortcuts for Live Chat


Using Filters, Actions, and Searches


How to Go Offline & Log Out of the Chat Queue


Social Media Share Links


FAQ: How do I reset my password?