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Inbox access available to Inbox roles(Agent/Supervisor/Admin)

Based on the permission you want to provide, you can add Inbox Admin/Agent/Supervisor roles by following these steps.

Following features are available for Inbox Admin/Supervisor/Agent roles :

ModuleInbox AgentInbox SupervisorInbox Admin
Live chats
Chats assigned to the current agent✔️✔️✔️
Chats raised in a particular group
(with a Supervisor assigned to that group)
✔️✔️
Chats raised in all groups✔️
All the Inbox Settings✔️
Email tickets
Creating a manual ticket✔️✔️✔️
Tickets assigned to the current agent✔️✔️
Tickets raised in a particular group✔️✔️
Tickets raised in all groups✔️
Knowledge Base
Reading articles [Published]✔️✔️✔️
Create, Edit & Delete articles✔️✔️
Publish, Unpublish articles✔️✔️
Monitor & Analytics
Chats & tickets data assigned to current agents✔️✔️✔️
Chats, Tickets & Agents data for a particular group✔️✔️
All chats, tickets & agents performance data✔️
Contacts
Create, Read, Update, and Delete contacts✔️✔️
note

Agent permissions:

In both Chat and Email tickets, agents will not have the ability to:

  • Update ticket details of other agents or unassigned tickets.
  • Send messages on other agents or unassigned tickets.
  • Transfer tickets assigned to other agents or unassigned tickets to other agents.
  • Assign tickets that are either assigned to other agents or unassigned.
  • Perform any other ticket-related updates on tickets not assigned to them or unassigned tickets.

Group supervisor permissions:

In both Chat and Email tickets, agents with Group Supervisor access can:

  • Update ticket details for tickets within their supervision group.
  • Send messages on tickets within their supervision group.
  • Transfer and assign tickets within their supervision group.
  • Manage unassigned tickets that belong to their supervision group.