Admin Table of Contents

Start your journey as a swivl admin

 

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Admin Overview (video)

Follow along to set up your bot and agents.

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Customizing Bot Responses

Define generic responses for your bot.

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Defining Store-Specific Information

Set location-specific details for your bot.

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Creating Google Review URLs

Create direct links for Google Reviews.

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Integrating with Popular Apps

Connect your apps like Slack and HubSpot.

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Users & Permissions

Manage user roles and permissions.

Coming Soon
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Setting up Escalation Groups

Define escalation groups for your bot.

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Scheduling Agents for Live Chat

Schedule agents for live chat support.

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Setting up SMS Groups

Organize groups for SMS notifications.

Coming Soon
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SMS Campaigns

Send SMS campaigns to your customers.

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Customizing your Bot

Customize your bot's design and behavior.

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Taking Advantage of the Secondary Menu

Optimize the secondary menu for better options.

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Installing your Bot

Install your bot on your website or platform.

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spot.is (QR Codes)

Create QR codes for easy bot access.

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Informing your Internal Team

Keep your team informed about bot updates.

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Receiving Email Receipts

Set up email notifications for transactions.

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Resetting a Transcript Link

Reset links for transcript access.

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Monitoring Customer Questions

Track questions customers ask the bot.

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Reviewing Agents' Live Chats

Review live chat interactions handled by agents.

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