Start A Task
Start A Task : When you click on the task title on the home page you get all the task details. At the bottom there will be an Acknowledge/Accept button (depending upon what the user has selected) Once you Acknowledge/Accept the task, it will automatically redirect you to the next step.
It is only after accepting a task, that you get the option to either call or send a SMS to the customer in front of the person’s name. At the bottom of this screen you get the option to Start/Cancel a task.
more information on agent app
we can have agents directly sign up on tookan
The Signup option on the agent app will allow the agents to register themselves directly on Tookan.
Agent Signup option is only available on the agent app if the agent app is branded or white-labeled.
To enable this option goto Extensions> Agent Sign-up> Enable
You can add custom templates for your sign up forms which agent needs to fill in before they can enter the agent app. Admin can reject, accept or review his agents before they enter your app on the basis of the information filled in by them.
To create a custom template
Goto Settings> Template> Create custom.
Add the required fields you want the agents to fill while they signup and save it.
Now, Go to Settings> Agent App> Agent Signup> Select the created template and Save.
show some information to the agent on the app before he accepts the task
you can create a template for the same , templates can be created from tookan dashboard → settings → templates