1. Adding agents individually
On the Agents tab, enter the email address of the agent you want to add in the field provided;
Then, click Add Agent;
After adding the agent, manually enter the pending information such as Name and Phone Number.
2. Adding agents in bulk
You can add agents in bulk using the "Import from CSV" option.
To do this, first export the current Agents spreadsheet using the “Export as CSV” option.
After downloading the file, open it in a spreadsheet reader.
Below are detailed instructions on how to fill in each column of the spreadsheet correctly.
The spreadsheet contains the following columns:
id: Unique ID for each Agent.
status: Current Agent status (ex.: "disconnected", "alive").
contact_email: Agent's email address.
contact: Agent's name.
contact_phone: Agent's phone number.
contact_group: Group to which the Agent belongs (e.g., "Customer Success," "Finance").
link: Link to the QR Code associated with the Agent.
last_connected_at: Date the Agent last connected to Zapper.
created: Date the Agent was created.
To add a new Agent, the customer must only fill in the fields below, in new lines, with the information regarding the new Agents:
contact_email
contact
contact_phone
contact_group
Then, simply input the completed spreadsheet into the Agents tab.
3. Inviting Agents to Connect
To invite agents to connect to your Zapper environment:r:
Select the agent by clicking the checkbox;
Then click Invite Agents.
3.1. Invitation/Consent Customization
You can customize an invitation message:
Then, click Save so that your invitation is sent.
4. Email
The user will receive an email like this:
Just click the button to be directed to the QRCode to be scanned.
Note: DO NOT use your phone's default camera. The user must use the WhatsApp app to scan the QR Code, following the on-screen instructions.
The Zapper connection alert appears directly on the user's screen, as follows:
5. Assigning Users (Agents) to Groups
On the AGENTS tab, in the spreadsheet’s Groups column, indicate which group each of the monitored users will belong to: