The administration of your clients can be done in two ways: through either our Surfly dashboard, or our REST API. This depends on your exact use case, and whether or not you want to build your own dashboard. But, to get started and become familiar with Surfly, we’ll focus on the dashboard for now.
If you want to setup an account for a new client, there’s a couple of steps you need to take. First you want to create a new company account. You can do this by logging into your Surfly dashboard, then go to “Clients”. Here you can add a new company to your “Company List”. Then click “Manage Agents” to configure the agents for the account.
On the “Agents” page you can set the amount of seats for the company, and create new agents. The first newly created agent in the client’s account will automatically get the “Admin” role, the following ones will get the role of “Agent”. The different roles you can assign to each agent are:
Admin: full access to the Surfly dashboard, and ability to change the co-browsing options
Manager: can add and remove agents for their company
Agent: can only take calls from the queue or start outbound sessions
Each company account needs at least one “Admin”. It is therefore recommended to assign this account to the person who will be in charge of the co-browsing experience for that specific company.
Each new user will receive an activation email. With this email they can activate their account and also setup a password. This email will be send through Surfly. If you want to skip this flow and for instance, send an activation email through your own email servers or build your own co-browsing dashboard, you can look into creating new clients and agents through our REST API.
Also, it is also possible to register webhooks and subscribe to events in order to manage emails. You can do this from the Integrations tab in your Surfly settings.
Finally, you can also log into your client’s account as an admin. This can be useful if you want to adjust their settings for them, or view their credentials (such as API keys, for instance). You can do this by going to your “Clients” page and click “Log in as admin”. Note: this function will only be available if the company has at least one agent account.
When you log into the Surfly account of your client, you can also adjust their Surfly settings for them. With these settings it is possible to completely customize their flow and UX. For an overview of all the different settings:
If you would like to learn more about the Surfly dashboard, you can also check out this tutorial.