How to Share Woopra with Agents

Woopra’s sharing settings give organizations control over how and what they share with each user. Many of our clients have multiple teams using Woopra for different purposes. Sharing settings make it possible to share Woopra with many teams and users across different departments while maintaining control and enabling each team to focus on their individual responsibilities.

For example, you may have your customer service team providing support using Woopra’s Live Chat and Customer Profile features while your sales team is using Woopra’s Notifications to receive alerts about hot leads.

Adding New Agents

To share Woopra with a new agent follow these steps:

  1. Open the “Settings” view, which you will find at the bottom left of the Woopra web app
  2. Click the button at center titled “Invite an agent”
  3. Enter the agent’s email address and set their account type to either “User” or “Admin.”
    • Admins will be able to change the permissions of other agents as well as edit schema. We recommend IT administrators and developers be given Admin access.

  4. Select the capabilities you would like to give the agent access to. Details on each capability are listed at the right.
  5. Click the button titled “Save Agent.”
  6. Once you save the agent, they will receive an email invitation. If they do not yet have a Woopra account, they will be prompted to create an account.
  7. Once the agent logs in to Woopra, they will have access to your website’s Woopra account.

List of Capabilities

  • Live – Agent will have access to Live stats, which include the Live Dashboard and the Live Visitors Stream
  • Chat – Agent will have access to Live Chat and will be able to both receive inbound chats and proactively offer assistance to targeted visitors
  • Search – Agent will have access to Customer Profile histories
  • Reports – Agent will have access to analytics reports such as Retention Analytics, Funnel Analytics, Segmented Analytics and Navigation Path Analytics
  • Engagement – Agent will be able to create Automations based on visitor activity triggers

Changing Agent Permissions

To change an agent’s permissions, follow these steps:

  1. Open the “Settings” view, which you will find at the bottom left of the Woopra web app
  2. Select the agent whose permissions you would like to edit
  3. Change the agent’s permissions by selecting “On” or “Off” for each permission
  4. Click the button titled “Save Agent”

Deleting an Agent

To delete an agent, follow these steps:

  1. Open the “Settings” view, which you will find at the bottom left of the Woopra web app
  2. Select the agent whom you would like to delete
  3. Click the red, bottom left button titled “Delete Agent”

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