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
Agent Audio and Video Troubleshooting Guide
FAQ: How do I reset my password?
