How to Integrate and Manage Agents in Vambe to Improve Communication with Clients

Introduction

In this video, Matías shows us how to use Vambe to integrate and manage agents within a team. The goal is to improve communication with customers, especially when there are multiple people on the team. Vambe allows adding unlimited agents at no additional cost and offers specific functionalities to manage conversations and agent roles.

In this video, Matías shows us how to use Vambe to integrate and manage agents within a team. The goal is to improve communication with clients, especially when there are multiple people on the team. Vambe allows adding unlimited agents at no extra cost and offers specific functionalities to manage conversations and agent roles.

In this video, Matías shows us how to use Vambe to integrate and manage agents within a team. The goal is to improve communication with customers, especially when there are multiple people on the team. Vambe allows you to add unlimited agents at no additional cost and provides specific functionalities for managing conversations and agent roles.

Create and Add Agents
Create and Add Agents
Step 1: Access the Agent Settings
Step 1: Access the Agent Settings

To start, we must go to the agent configuration section in Vambe. Here, we can add new agents by entering their name, email, and phone number.

To begin, we need to go to the agent configuration section in Vambe. Here, we can add new agents by entering their name, email, and phone number.

To start, we need to go to the agent configuration section in Vambe. Here, we can add new agents by entering their name, email, and phone number.

Step 2: Define User Roles
Step 2: Define User Roles

When creating an agent, it is important to define their role. Vambe distinguishes between two main roles:

  • Administrator: Can view and manage all conversations assigned in the corresponding funnel.

  • Agent: Can only view and respond to the conversations assigned to them.

When creating an agent, it is important to define their role. Vambe distinguishes between two main roles:

  • Administrator: Can view and manage all conversations assigned in the corresponding funnel.

  • Agent: Can only view and respond to assigned conversations.

When creating an agent, it is important to define their role. Vambe distinguishes between two main roles:

  • Administrator: Can view and manage all assigned conversations in the corresponding funnel.

  • Agent: Can only view and respond to the assigned conversations.

Step 3: Conversation Assignment
Step 3: Conversation Assignment

Once created, agents receive an email with a link to register in Vambe. Conversations are automatically assigned to available agents, and administrators can supervise all interactions.

Once created, the agents receive an email with a link to register in Vambe. The conversations are automatically assigned to available agents, and administrators can supervise all interactions.

Once created, the agents receive an email with a link to register in Vambe. The conversations are automatically assigned to available agents, and the administrators can supervise all interactions.

Manage Agents
Activate and Deactivate Agents

It may be necessary to temporarily deactivate an agent, for example, if they are on vacation. Vambe allows you to easily deactivate agents, preventing them from receiving new conversations. We can also reactivate them when necessary.

It may be necessary to temporarily deactivate an agent, for example, if they are on vacation. Vambe allows agents to be deactivated easily, preventing them from receiving new conversations. We can also reactivate them when necessary.

It may be necessary for us to temporarily disable an agent, for example, if they are on vacation. Vambe allows you to easily deactivate agents, preventing them from receiving new conversations. We can also reactivate them when necessary.

Edit Agents Information
Edit Agents Information

Agent information, such as email or phone number, can be edited at any time to reflect changes in business needs.

Delete Agents
Delete Agents

If an agent stops working with us, we can remove him from the system. By doing this, all of his conversations are automatically reassigned to other agents, ensuring that no customer is left unattended.

If an agent stops working with us, we can remove them from the system. In doing so, all their conversations are automatically reassigned to other agents, ensuring that no customer is left unattended.

If an agent stops working with us, we can remove them from the system. In doing so, all their conversations are automatically reassigned to other agents, ensuring that no customer is left unattended.

Improved Communication

The ability to integrate multiple agents at no additional cost and the automatic allocation of conversations significantly improve the efficiency and quality of communication with clients.

The ability to integrate multiple agents at no additional cost and the automatic assignment of conversations significantly improve the efficiency and quality of communication with customers.

The ability to integrate multiple agents at no additional cost and the automatic allocation of conversations significantly improve the efficiency and quality of communication with customers.

Efficient Management
Efficient Management

The clear distinction between administrator and agent roles allows for more effective management of interactions with clients. Administrators have a global view, while agents focus on the specific conversations assigned to them.

The clear distinction between administrator and agent roles enables more effective management of customer interactions. Administrators have a global view, while agents focus on the specific conversations assigned to them.

The clear distinction between administrator and agent roles enables more effective management of interactions with customers. Administrators have a global view, while agents focus on specific conversations assigned to them.

Flexibility
Flexibility

The ability to activate, deactivate, edit, and delete agents provides great flexibility to adapt to the changing needs of the business.

The ability to activate, deactivate, edit, and delete agents offers great flexibility to adapt to the changing needs of the business.

Conclusion
Conclusion

This video provides a comprehensive guide on how to use Vambe to effectively manage a team of agents and improve communication with customers. The platform offers a variety of functionalities that facilitate the integration, management, and assignment of agents, enabling companies to operate more efficiently and effectively.

This video provides a comprehensive guide on how to use Vambe to effectively manage a team of agents and improve communication with clients. The platform offers a variety of functionalities that facilitate the integration, management, and assignment of agents, enabling companies to operate more efficiently and effectively.

This video provides a comprehensive guide on how to use Vambe to effectively manage a team of agents and enhance communication with clients. The platform offers a variety of functionalities that facilitate the integration, management, and assignment of agents, enabling companies to operate more efficiently and effectively.

Made with love ❤️ in Santiago, Chile - © 2024 Vambe

Made with love ❤️ in Santiago, Chile - © 2024 Vambe

Made with love ❤️ in Santiago, Chile
© 2024 Vambe