How to add, delete Operators and transfer clients between them.

How to add, delete Operators and transfer clients between them.

Yakushev Eugene

Re:plain supports unlimited number of operators as well as unlimited number of connected websites. By the way, you can connect different operators to different websites, it's cool, when you have separate teams.

Well, to connect more operators follow the next steps:

Go to Menu — Select website — Open Operators menu

Here you can see the list of operators, Add new and Delete desired. To add new operator, just click on Add operator button, type in his or her e-mail and your colleague will get the invitation code. You can also share Invitation code via Telegram. And don't forget that your Operator also has to have Telegram installed.

How to transfer clients between operators.

Sometimes you need to transfer a client between operators. Here is how we do it. First of all, we have a separate private group where we gather all our operators. So to transfer a client we just drop a line into this group like @John, please take my last client.

After this, we forward the last important messages of our previous conversation to the same group.

The only thing that John should do is click the ✏️Reply button with a pencil. That's it, the following conversation will be between John and our transferred client.

How will John understand who to take: We always show all operators who took whom.

More technical details: in Re:plain the last operator who took the client will keep the conversation with him.