How to add a transaction using Agent Desktop

While agents are talking to customers, sometimes it’s needed that agents create transactions without leaving the conversation. In this tutorial, you’ll learn how to add a transaction using Agent Desktop.

Ready? Let’s go!

Go to the Agent Desktop

1. Select your workspace. You’ll be directed to the Dashboard.
2. On the left menu bar, click on Agent Desktop.

Add a new Transaction

In an active conversation, follow these steps to add a new transaction:

1. Open the User Info tab.
2. Scroll down to Previous Transactions.
3. Click the Add button.

Add Transaction details

1. Select the Products the customer wants to purchase, you can add/edit quantities and any other product details.
2. Customer’s data is filled automatically from the customer’s info, you can change them as required.
3. Add Delivery Comments/Notes.
4. Click the Recap button to view the order summary before you click Submit.