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9bx user guide

9bx Connect

Live chat board

A supervisor's real-time view of queues, agents and website visitors.

Contents

What it is for

The board shows who is waiting, who is available and who is browsing your site right now, so a supervisor can move people before customers wait too long.

Who can use it

Users with the Live board permission. Set offline needs permission to manage agents.

Where to find it

Chat & Messaging → Live chat board

The screen explained

Queues, agents and visitors on one board.

Section What it shows
Overdue Number of chats waiting past your first-reply target.
Queues One card per team: N waiting, Longest wait, Estimated wait. "no agent online" warns that nobody can take the team's chats. "No teams yet" appears until you add teams.
Agents Each agent with presence (Online, Away, Offline) and load (Chats / capacity). Set offline forces an agent offline. "No agents yet" appears until people are added to a team.
On the website now (N) Visitors browsing right now. "Nobody is browsing right now" when empty.

Tasks

Spot a queue with nobody online

  1. Open Live chat board.
  2. Look for "no agent online" on a team card.
  3. Ask an agent to go Online, or transfer waiting chats from the Chat inbox.

Set an agent offline

  1. Find the agent under Agents.
  2. Press Set offline. Their waiting chats return to the queue.

Example scenario

At 8 pm the Billing queue shows 4 waiting and a Longest wait of 9 minutes, and its only agent is at full capacity. The supervisor asks the Support team lead to take two chats.

Tips

  • Leave the board on a wall screen during peak hours.
  • Read it together with Overdue in the inbox for a full picture.

Troubleshooting

No agents listed. Agents appear when people are added to a team in Teams and agents.

Numbers look stale. Reload the page. The board updates live while connected.