In Tidio’s operator settings, you can add, manage, and customize operator accounts. You can also set their permissions and create departments for your teams to provide the best experience for your agents and website visitors.
Add a new operator
To add a new operator to your Tidio admin panel, go to your admin panel and click on your picture in the bottom left corner. Then, hover over the list of available operators and select Show all operators.
Alternatively, you can go to Settings> general> Team> Operators and click the blue Add Operator button.
In the pop-up window, provide the name, email address, and permission type of the new operator. An account activation email will be sent to the new operator. Make sure they receive it.
Once the new operator receives the email, they can log in to their Tidio account via the link and password provided.
If you or your operator need to reset your password again, you can follow the procedure detailed in the article here: Can’t sign in.
Once the operator is logged in, they can change their password or name by going to Settings.> Account and clicking Change Password or Edit the Name field.
Manage your operators
To manage your operators, go to Settings> Team> Operators . Here you can add, remove, or disable operators, as well as change their permissions and edit their profile.
You will see an option to delete, disable, or change an operator’s status from offline to online by clicking the three-dot menu on the right.
To update your operator’s profile picture, name, or region, click Edit Profile .
To change the operator’s permissions, click the Edit Permissions button.
Permissions
As a project owner of a Tidio account, you can set custom permissions for each of your operators. You can change each operator’s permissions in the Settings section.> Operators in your Tidio admin panel. To learn more about this, see our article on setting operator permissions in Tidio.
Departments
If you want to route calls to the right operators faster, you can enable departments in your Tidio panel.
To start using Departments , go to Settings> general> Team> Departments , where you can group your operators into specific departments.
To learn more about this, see our article on creating classes in Tidio.
How to customize your operator profile
Each operator can customize their profile. However, only the logged-in operator can change their picture, which can be done by clicking on their picture in the bottom left corner of the panel and clicking on their name.
You can also adjust the same settings in the Settings section.> Account .
[fact_box] An interesting use of Tidio is the ability to integrate the system with e-commerce platforms like Shopify and WordPress. This allows operators to have conversations with customers directly from the online store, improving the customer experience and increasing sales. [/fact_box]
[note_box] Tip: When adding a new operator, it’s a good idea to make sure the account activation email isn’t sent to your spam folder. This sometimes happens, especially if it’s the operator’s first time receiving an email from Tidio. [/note_box]
Advanced features of Tidio
Tidio offers a wide range of advanced features that can enhance your user experience. These features include:
- Live chat: Ability to communicate with customers in real time.
- Automation: Create automated responses to frequently asked questions.
- Reports and statistics: Analysis of call data and operator performance.
- Integration with CRM: Connection with customer management systems.
- Multi-language support: Ability to support different languages to serve customers from different sectors.
Using chat bots
Chat bots can improve agent efficiency by automatically answering common questions, allowing agents to focus on more complex conversations.
To set up chat bots, go to Settings> Automate and set up your automatic replies.
Reports and statistics
With reports and statistics, you can track the performance of your operators and see what common questions customers are asking. This can help you improve your service.
To access reports, go to Reports> Statistics in your admin panel.
Best practices
To get the most out of Tidio, here are some best practices:
- Set up automatic responses to frequently asked questions.
- Track your operators’ performance with reports.
- Use bots to improve efficiency.
- Assign departments to operators to streamline call management.
- Make sure to update your operator information and settings regularly.
summary
Tidio is an advanced chat management system that offers a wide range of features that can upgrade the customer experience on your website. By managing your operators correctly, you can improve service and provide a fast and efficient response to your customers.
If you have any further questions or need help, feel free to contact Tidio support.