Dialog distribution settings between managers (operators)

21 August 2023
#jedidesk
Author:
#jedidesk,
Content manager

We have great news! 🎉

Your favorite tool for communicating with clients has become even better and more powerful thanks to a fresh update.
Now processing large volumes of requests is easier than ever! 🚀

You can now set request limits for each manager, use automatic stealth mode to balance the load, and much more! 🚀

It's all designed to help your team focus on what matters most: delivering the best customer experience.


What is the distribution functionality in JediDesk?

The distribution functionality in JediDesk is a special tool that allows you to automatically distribute conversations between managers. Each manager can set a specific limit on the number of requests received. This helps ensure a more balanced customer experience.


Why do you need distribution functionality?

The conversation distribution functionality helps manage a large volume of customer requests so that they are evenly distributed among managers. This eliminates the overload of individual employees and ensures a more even distribution of work.


What problems does the distribution functionality solve?

The distribution functionality solves several key problems:

  • Preventing individual managers from being overloaded.
  • Guarantee that all requests from clients will be processed on time.
  • More efficient use of team resources due to even load distribution.

How to set up distribution functionality between managers?

In the Settings → Managers tab, click on the ⚙️ button next to the  + Add manager button , activate the dialog sharing functionality and specify the limit:

Dialog distribution settings

What is a limit?

This is the number of chats after which the manager receives the  Invisible  status and cannot receive new requests, unless he changes the status to  Online .


To receive requests, each manager must click the  Start Shift  button:

Activating a manager's work shift


The  Online  status is activated:

Manager online status


When the limit on receiving requests expires, the manager will automatically switch to  Invisible  mode.

To receive more requests, you need to activate  Online  status.

If the manager has gone to lunch or is not at his desk, you must select the appropriate status.


At the end of the working day, you need to click the  End shift  button:

Completion of a manager's work shift

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