Main menu

Main menu

Browse all areas of the system, access features, contacts, chat, helpdesk, data, and manage your profile and status in a centralized way.

Logo: Displays the system's visual identity, reinforcing the brand and making the platform easier to identify.

Agent status: Quickly set availability status: online (available to take requests), busy (does not receive new requests), and offline (unavailable). The status is shown next to the avatar and can be changed at any time.

User profile: Shows the name and avatar of the logged-in user. Clicking opens a menu with options:

• Getting started: Quick access to initial guidance for new users.
• Help: Support materials and frequently asked questions.
• Training: Content to build skills and improve use of the system.

It also shows the current system version in the menu footer.

Dashboard: Access a panel with indicators, charts and general information about system performance, tickets, activities and projects. Provides a quick view of the current status and key metrics.

Now: Monitor website visitors in real time, seeing who is browsing, pages viewed, time on site and source of access. Helps identify opportunities for proactive service and track the flow of online visitors.

Teams: Manage internal teams, view members, organize work groups and streamline communication among agents. Includes:

• Internal chats: Quick communication among team members.
• Colleagues' status: See who is online, busy or offline.

Contacts: Quickly access people and organizations registered in the system.

• People: View, search, edit and add new individual contacts.
• Organizations: Manage companies and entities related to support.

Chat: Use different communication channels for support and collaboration.

• Chats: Chat with customers in real time.
• Queue: Manage the order of customers waiting for support.
• Supervisor: Track and monitor ongoing conversations, stepping in when necessary.
• Round-robin: Automatic distribution of conversations among available agents.

Helpdesk: Manage support requests and solutions.

• Tickets: Log, track and manage customer requests, with filters by status, priority and assignee.
• Solutions: Knowledge base with standardized answers to frequently asked questions, enabling faster support.

Data: View reports and analytics.

• Analytics: Detailed reports on performance, support volume, response time and other indicators.
• Custom: Create and access custom reports to meet team or management needs.