Who can use this feature?
Business & Enterprise Plan
All Staff
Qwil allows staff to coordinate conversations and add client and staff participants to a chat when required. All new participants are visible to others and can see the history and chat.
But what if you just need to add your assistant to read and follow only but not be visible to others? Meet Shadow Assistant
What to expect?
- Shadow assistants are staff members who should be able to view the chats with your clients but not participate
- Client cannot see the shadow participants but other staff can in the participant menu
- Shadow assistants can be upgraded to participants or removed
- Shadow assistants can be added automatically to all your client chats
- Shadow participant is read only (assistants can leave, mute, archive, put flags etc)
To add Shadow assistants Automatically:
- From your desktop, click on your avatar
- Click on My Profile.
- Under Preferences, edit your Shadow Assistants and select staff users
- Click Save. All Shadow Assistants will be added to all new client chats.
To add Shadow assistants in a chat:
- Start a chat with a client
- Click on Participants on the left menu
- Click on Invite Participant and select the staff users
- Click Invite as Shadow Assistant
To Edit Shadow assistants in a chat:
- Click on Participants on the left menu
- Select uninvite Staff user or invite as participant