Manage groups

You can create as many groups as you wish. Also, you can assign one agent to multiple groups.

Edit a group

General group is a default LiveChat setup that includes all of your agents. You can’t edit this group. Instead, you can replace it with a custom group using routing rules.

Delete a group

Assign groups to websites and pages

You can assign a different group to each site or page you use. For example, when a chat starts on a pricing page, it will be routed to your sales team. This way, you can manage all your pages and sites using one LiveChat license.

Things like the Chat Widget appearance, language, eye-catchers, greetings, and much more can be set for each group. Learn how to assign groups to multiple sites and pages.

Once your the members of your team are assignet to the appropriate groups, you can create group-specific canned responses. This way agents can get to the essential messages quicker. Learn how to create canned responses for groups.

Once your the members of your team are assignet to the appropriate groups, you can create group-specific canned responses. This way agents can get to the essential messages quicker. Learn how to create canned responses for groups.

If you require a more sophisticated and custom-made set up, contact one of our recommenced partners to get a perfect solution from industry experts.

Add group selection to pre-chat form

You can add a group selection to your pre-chat form to let customers choose the right department before they start a chat. To do that, follow these steps:

1. Log in and go to Settings → Forms → Pre-chat form. If pre-chat form is turned off, you need to turn it on by moving the toggle in the top right corner.

2. Click on Add element.

3. Choose Group selection from the list.

4. Enter question, choice name, and group assigned to the choice. You can add more choices if needed.

5. When you are done, click on Save changes to finalize the setup.

Now, your site’s visitors will be able to choose a department at the beginning of every chat.

Note that your visitor will be connected with a member of the group selected in the pre-chat form according to routing rules. But even if the chosen group has different settings than the one in which the chat has started, chat look and language of the widget will not change. That’s because the settings loaded with a tracking code at the start cannot be force-refreshed after the form is submitted.

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Agent priority in a group

Set agent priority to decide who should get chats first in a group. There are two settings:

• Primary agents always get chats first.
• Backup agents only get chats if all primary agents are chatting at full capacity.

Setting agent priority is useful when you want to have a back-up for certain groups. For example, your sales team can be a back-up for your support team and help out when there are too many support cases coming in. All you need to do is add sales agents to support group and set them as backup agents.

Change agent priority in a group

Now, every time a customer starts a chat, it will go to the primary agents of the given group until all of them have reached their concurrent chat limit (the max number of chats they can have at the same time). When this happens, the overflow of the chats will go to the backup agents in this group.