Crews and Agents
Introduction and Interface
Statuses and Filters
Search and Titles
Voice, Video, and Screen Share
Adding Agents and Contacts
Adding a New Experience
Distributing an Experience
Scheduling an Experience
Adding and Using Experiences Tags
Including an Appointment Flow within a Crew
Setting Your Availability
Including Appointment Bookings within Experiences
Customer View: Booking an Appointment
Chat Widget Installation
Install TABLE on your web app (for logged-out users)
Install TABLE on your web app (for logged-in users)
Using the WordPress Plugin
Chat Widget Installation for WiX
SuperAdmin Company Account Setup
1. Login and Updating Account Settings
2. Configuring your Workspace Settings
3. Adding Threads
Signing Up and Setting Up Your Agent Account
1. Signing Up
2. Configuring your Account Settings
3. Enabling Notifications and Downloading the TABLE Mobile App
4. Setting your Appointment Availability
Adding Crews and Inviting Agents
1. Adding and Setting Up a New Experience
2. Experience Steps and Customer Response Types
3. Adding and Linking Steps
4. Testing and Distributing an Experience
5. Scheduling an Experience
6. Tips and Other Experiences Features
Updated by Monica
TABLE Conversations are designed to be secure both internally and externally. Only Agents within a Crew, or Agents invited to Conversation, can see them. Also to keep them secure, Agents must ‘join’ a Conversation in order to engage with your Customers. Here are the ways Agents and Customers can join a Conversation:
Invited by Another Agent
When invited to a Conversation, Agents will receive an email notification with a button that links directly to the Conversation. If browser notifications are enabled, they will also be notified that way.
If the Agent Needed status is initiated by an Experience or Request Service button, the Agents in that Crew will be able to join by selecting the Conversation and clicking the Join button. All participants of the Conversation will be able to see when they have joined.
The Request Service button can be used by an Agent or Contact to signal that an Agent from a specific Crew is needed to join the Conversation.
From the Conversation List
Agents can manually join any Conversation visible to them in the Conversation List by clicking the Join button. All participants of the Conversation will be able to see when they have joined.
Through Appointment Bookings
If an appointment is booked with an Agent, the Agent will automatically join the Conversation once the booking flow is completed by the customer.
Joining Conversations as a Customer
With TABLE, we’ve made it easy for your customers to access Conversations without them having to install or download any software. Once you’ve created a Conversation, your customer will receive an email with a button linked right to the Conversation. All they need to do is click the button and they will be directed to a unique and secure url on yourcompany.table.co that hosts the Conversation.
If customers were added via the Add People section, they will receive an email notification that they can click through to the Conversation. Customers can also receive a unique URL to join the Conversation. Please note that anyone with access to the link can join, which will make Conversations less secure.