1. Adding agents individually
On the Users tab, click Add;
Next, enter the name, email, and phone number of the agent you wish to add in the indicated field. Also select the Group to which this agent will be added.
Then, click Add;
2. Adding agents in bulk
You can add agents in bulk using the "Import from CSV" option.
To do this, first export the current Agents spreadsheet using the “Export as CSV” option.
After downloading the file, open it in a spreadsheet reader.
Below are detailed instructions on how to fill in each column of the spreadsheet correctly.
The spreadsheet contains the following columns:
id: Unique ID for each Agent.
status: Current Agent status (ex.: "disconnected", "alive").
contact_email: Agent's email address.
contact: Agent's name.
contact_phone: Agent's phone number.
contact_group: Group to which the Agent belongs (e.g., "Customer Success," "Finance").
link: Link to the QR Code associated with the Agent.
last_connected_at: Date the Agent last connected to Zapper.
created: Date the Agent was created.
To add a new Agent, the customer must only fill in the fields below, in new lines, with the information regarding the new Agents:
contact_email
contact
contact_phone
contact_group
Then, simply input the completed spreadsheet into the Agents tab.
3. Inviting Agents to Connect
To invite agents to connect to your Zapper environment:
Click the three dots above the agent icon;
Then, click Invite via email.
3.1. Invitation/Consent Customization
You can customize an invitation message:
Then, click Save so that your invitation is sent.
4. Email
The user will receive an email like this:
Just click the button to be directed to the QRCode to be scanned.
Note: DO NOT use your phone's default camera. The user must use the WhatsApp app to scan the QR Code, following the on-screen instructions.
The Zapper connection alert appears directly on the user's screen, as follows:
5. Managers
Administrator access must be requested from the Customer Success Representative responsible for your account.
To better understand the access levels, see our article Access Levels at Zapper.
1. For the managers to have access:
Log in as an administrator to your Zapper account;
Click on the Users tab;
Click in the Managers button;
Then click Add:
Register the managers you wish to invite to join your team in Zapper by entering their email address in the indicated field:
After entering the required information, click on "Add":
Each manager will receive an invitation to the email address they registered to access Zapper. A password reset will be required. The step-by-step instructions are attached.
6. Groups
6.1 Creating Groups
In the Users tab, click on the GROUPS option;
Then, click on the Add option;
Next, enter the group's Name and Description information and click the Add button.
6.2 Remove Groups
To remove a group, simply click the checkbox to the left of the group name and then click the Remove button.