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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 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

How to Merge Contacts and Conversations

Social Media Share Links

Agent Audio and Video Troubleshooting Guide

FAQ: How do I reset my password?