Operators in Koji

If Koji is unable to help a user in a particular case, the user can ask to speak to an operator to find a solution. Operators, or live agents, use Slack or Microsoft Teams to ensure that users find the way out of a tricky situation.

 

Prerequisites

Operators can use two external channels: Slack or Microsoft Teams. To learn how to install Koji there, see the following pages:

Setting an operator account

To let someone act as an operator, a Jira Admin must perform the following:

1. In your Jira Service project, open Koji backoffice.

2. Go to Koji settings.

3. Enable the Live agent support.

4. Go to Configuration > Tenants > Tenant role setup.

5. To grant the Live agent role to a user, click the Set button.

Starting the shift

To be able to receive user’s requests, an operator must specify that they are available. To do so:

1. Go to chat (Slack or Microsoft Teams) and type #on.

Now an operator is on duty and ready to speak to users.

Finishing the shift

When an operator is about to leave, they must specify that they are unavailable. To do so:

1. Go to chat (Slack or Microsoft Teams) and type #off.

Stopping a conversation

To stop a particular conversation with a user, type stop or #exit. A user receives a notification that the conversation has been closed and they can continue talking to the bot.

Creating tickets from a conversation

Operators can create tickets from a conversation using the #create_ticket chat command. To learn more about it, view this help page.

Transferring a conversation to another agent

When an agent is having a conversation with a customer, but does not have the answer, he can transfer this conversation to another agent. The customer continues to discuss an issue with another agent, while the first agent can start a new conversation with another user. To do so, use the following commands:

  • list_operators: to view the list of available operators (the ones who are on duty).

  • forward_operator: to forward the current user session to another operator.