How to Add New Whatsapp Channel Rule

This section describes for how to be able to run the whatsapp channel and how the chat customer can be entered as a ticket to the “Assigned” tab Agent, make a rule first by doing the following steps.

First, click the “Customer Service” menu in the main menu and selecting “Rule Management” to create and manage channel whatsapp that have been created and 3Dolphins will redirect you to rule management page.

Rule Management

On the rule management page, click “New Rule” button, 3Dophins will be redirect you to pop up add new rule, select the whatsapp channel was the created (example : ‘3DolphinsWA‘)

Add New Rule

Enter rule name and select rule group.

Rule Name and Rule Group

Enter max assignment, click “Save” button.

Max Assignment

Add rule channel whatsapp successfully, 3Dolphins will be redirect you to rule management page.

WhatsApp Rule Settings

Add team member, by click “+ Add Team Member” button, it will show like image below.

Add Team Member

Search member that will be added (Example search member name ‘Esthi‘), to add team member click “Plus” button.

Choose Team Member

Added team member successfully.

Team Member Updated

After that, back to Channel Connector page and click enable toggle to activate whatsapp channel has been added.

Activate WhatsApp Channel

If you login as ‘Agent‘, make sure agent status is ‘Available‘.

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