Agents Guide 👩🏻‍💻👨🏻‍💻

Users with the agent role are the most active on the platform, as their main responsibility is to provide exceptional customer service through fluid conversations and the management of tickets generated from these conversations. For this reason, it is very important for agents to have a detailed understanding of the platform modules they have access to.

Below, you will find a guide with the articles agents should read to learn how to use Sagicc correctly and get the most out of the platform. We recommend reading them in the specified order, as it is important to have a clear understanding of several concepts before diving into the most important module: case management.

Learn how to access the platform, discover the components of the home screen, and familiarize yourself with the tools available in the top navigation bar: Start Guide ▶️
Learn about tickets, understand how to access them, and discover how to perform massive actions: Tickets 📄📄
Learn how to manually add tickets, and then manage them afterwards: Add Ticket
Discover the main module of the platform and learn how to engage in conversations with a customer, manage a ticket, and update relevant information: Ticket Management
Discover how to access and manage your customer database: Customers 👥

Learn how to manually add customers to the platform: Add Customer
Explore the customer profile and discover how to find specific information related to a customer: Customer Profile
Explore and organize your customer database in a kanban view that provides a global perspective of your customers' status: Customers Kanban
Consult and share important information with your team through a collaborative tool: Knowledge Base 📚
Obtain statistics and relevant data about your performance on the platform through your user dashboard: User Dashboard