For Agents
As an agent, you need to communicate effectively with your customers and prospects across different channels. The Convrs dashboard is a powerful tool that helps you manage your omnichannel conversations, send outbound messages, upload files, organize chats, and more. In this guide, you will learn how to use the Convrs dashboard to optimize your performance and enhance your customer experience.
Your Login Credentials
Your login credentials will be sent either by your Admin or the Convrs Team. Each user login is unique within Convrs. This means that you cannot log in with the same username/email to another dashboard if your company opts to have more than one.
Below are some frequently asked questions that might help you:
- Why can't I log in to my Convrs account with my correct login details?
- Why am I locked from my Convrs account?
- Why does my dashboard keep logging me out?
Your Profile
Your Convrs Profile is where you can manage your personal information, preferences, and settings on the Convrs platform. Here are the following items that you can access and update:
Your Chats
Your Chats Section is designed to help you communicate effectively and efficiently with your customers and provide them with the best possible service. To learn more about how to utilize your chats, feel free to visit the following:
- Organizing Active Chats
- Transfer an Active Chat
- Uploading Files in Active Chat
- Supported File Types
- Active Chats Initial Data Points
- Mark or Pin Important Chats
- Download a Chat Transcript
- Finish a Chat
We hope that you have learned how to use the Convrs dashboard as an agent and how to manage your conversations effectively. If you have any questions or feedback, feel free to chat on the chat icons shown at the lower right side of our website. You can also email us at support@convrs.io or visit our contact page. To email the support team, kindly follow this format: Subject: <Client Name> + (Concern)