Sending messages to agents

You may need to send a message to an agent, or a group of agents, so that they will see it in their LeadDesk interface.

To do this, in your Admin account:

1. Go to the Overview page.
2. Go to the Agents subpage if you want to message an individual, or the Agent groups to message all members of one of your agent groups.
3. Find the agent or group in the table on that page.
4. Click the envelope icon to the right hand side of that row of the table.
5. Type the message you wish to send in the New message field..

6. Click the Save button.

The message will appear as a popup on the agent's (or agents') interface.

The agent can go to the message center to mark the message as read or delete it.

Messages which expire

There is a variation of the Send message dialog that you may encounter, depending on your setup, which allows you to set an expiry time for the message. In this case, as well as prompting you for a message, you may optionally add the Expiry date:

Click the Expiry date field. Use the calendar to find the date you would like the message to expire on. Click the date.
Click the clockface to select the hour for the time you want to the message to expire Click the outer ring of numbers to select from 01:00 to 12:00 noon. Click the inner ring to select 13:00 to midnight.
Click the clockface to select the minutes for the time you want the message to expire. You can click any element of the date and time at the top of the dialog to revisit the choice you made. Click the OK button to return to the message dialog. Click the Save button to send the message.