Routing
When the routing is activated via Settings > Miscellaneous > Routing, Chat24plus automatically assigns the users' conversations to all available agents proportionately.
Information
- Conversations are assigned to online agents first. If all agents are offline, conversations are assigned proportionally between all agents.
- Conversations are assigned to agents with fewer active conversations. A conversation is active if it's not deleted, or archived. If routing is active, archive conversations once completed.
- Admins are not included; admins always see all the conversations.
- Agents can switch their status between online and offline by hovering over their profile image and then clicking the label of the profile pop-up at the bottom-left of the admin area.
- Agents can view only their conversations; however, they can see all of the conversations of a single user.
- Agents can search and filter only their conversations.
- The routing is compatible with the departments.
- When routing is active agents can manually route conversations to other agents from the right panel of the conversations area.
- If the conversation is archived and the user reopens it in the future by sending a new message, and the assigned agent is offline, the conversation is assigned to another online agent if there is at least one available.
Manual routing
When routing is activated via Settings > Miscellaneous > Hide conversation of other agents, agents see only their own conversations and can select the unassigned ones.
- Agents menu: Displays the agents' menu to assign the active conversation to another agent.
- Routing if offline: If the conversation is archived and the user reopens it by sending a new message while the previously assigned agent is offline, the conversation is reassigned to another online agent (if available); otherwise, it remains unassigned.
- View unassigned conversations: Allows agents to view the unassigned conversations. When an agent replies, the conversation is automatically assigned to them and disappears in real-time from the admin area of the other agents. Check this option to enable manual routing.