1. Log into AIM

  2. Set your Agent Availability

    1. AF - If you are going to focus on AIM Support.
    2. ANF - If you want to be available to take over chats.
    3. NA - If you do not want to take over chats (but still want to be signed in to AIM).
  3. Set your Sound Alerts

    1. “Tab selected” ON —> Get Sound Alerts if the AIM browser tab is in focus.
    2. “Tab not selected” ON —> Get Sound Alerts if the AIM tab is not in focus.
    3. “New Chat” ON —> Get Sound Alerts also for new Chat.
  4. Focus on the chats that are in “Assigned to Me” section

    1. Urgently deal with all chats in the bucket “Urgent”
      • The Customer is online and waiting for your response!
    2. Deal with all chats in the bucket “Important”
      • The Customer is offline but waiting for your to reply (so that he/she is then alerted with an email)
  5. Also focus on the chats that are in the “Not Yet Assigned” section These are chats that are not assigned to an Agent, but that need attention!

    1. Urgently deal with all chats in the bucket “Urgent”
      • The Customer is online and waiting for someone response!
    2. Deal with all chats in the bucket “Important”
      • The Customer is offline but waiting for someone to reply (so that he/she is then alerted with an email)

    When you send a message in any of the chats in the “Not Yet Assigned” section, that session will automatically be assigned to you. When you refresh the bucket by clicking on the refresh icon in the bucket tab, the session will disappear from the “Not Yet Assigned” section.

    It will however directly appear in the corresponding “Assigned to Me” bucket” (no need to refresh)

  6. If you have time - Keep an eye on the chats in the Auto buckets