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Customize Rented Consultant

Kindly follow this steps to learn how to customize rented consultant:

Step 1: Click on client box and see all rented consultant

Step 2: Click on the three dot icon in the action column

Step 3: Click on the customize option.

You will be taken to the page where to add client’s basic details.

Step 4: Add clients basic details

Step 5: Click on the next button and then you will be taken to the page where to train and customize widgets settings for rented consultant based on clients informations. See link on how to ran consultant and how to customize widget settings.

Step 6: Enguage conversation with consultant to ensure they have the client’s information

Updated on May 22, 2024

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