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Wapi documentation

## Agent Workspace Overview

#### Welcome to WAPI!

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### 1. Introduction

The Agent Experience in WAPI is optimized for high-speed response and focused productivity. Unlike administrative roles, agents interact with a specialized, role-restricted dashboard designed to present only the features and data relevant to their specific tasks.

The Agent Dashboard is designed to provide agents with access only to the features and data relevant to their assigned responsibilities. Access is controlled through Team Assignment, ensuring security and role-based operations.

### 2. Getting Started

Wapi provides a specialized entry point for team members to begin their daily operations.

Agent Authentication:

- 1. Access Portal: Navigate to the central WAPI login page.
- 2. Select Agent Tab: Switch to the Agent Login tab to use role-specific credentials.
- 3. Team Redirection: Upon login, the system automatically bypasses admin settings and loads your assigned team workspace.

##### Team-Based Access Control

- Agents do not get full system access; they operate within safe silos.
- Access is restricted based on the Team they are assigned to.

### 3. Agent Dashboard Overview

Your workspace is dynamically constructed based on the permissions granted by your administrator. A typical dashboard includes:

###### WA Chat Inbox

Real-time interaction with customers via WhatsApp.

###### Task Panel

Management of assigned tasks and priorities.

###### Marketing Tools

Access to campaigns and templates if permitted.

###### Notifications

Live updates on new messages and assigned tasks.

### 4. Feature Access & Permissions

The following matrix outlines how your team assignment governs your platform capabilities:

Module | Access Condition
--- | ---
Chat Inbox | Visible if enabled in assigned team permissions.
Tasks | Accessible if the Task module is assigned.
Campaigns | Visible if marketing/broadcast access is granted.
Automations | Accessible if flow/keyword permissions are enabled.
Contacts | Permission-based contact management.
Templates | Usage permitted if template library is shared.

###### Administrative Control

All access settings are controlled by Team Management. Changes in permissions reflect instantly in your dashboard without requiring a re-login.

### 5. Role-Based Workflows

How agents typically utilize the platform based on their business function:

###### Support Agents

Focus on Chat Inbox and Tasks to ensure 100% ticket resolution SLAs.

###### Marketing Agents

Utilize Templates and Campaigns for customer outreach and engagement.

###### Operations Agents

Monitor Automations and Flows for seamless lead qualification.

##### Core Benefits

- Improved Security: Restricted access prevents unauthorized data exposure.
- Cleaner UI: No unnecessary administrative clutter, leading to better focus.
- Focused Tools: Productivity increases with a UI tailored to the agent's job function.

#### Agent Task Access & Assignment

Tenants can create and assign tasks to specific agents from the user panel. Tasks include priorities, due dates, and real-time collaboration.

View Agent Tasks Guide

Click the button above to learn how tasks are created and managed for agents.

### 6. Best Practices

- Status Updates: Always keep your task status updated to maintain team transparency.
- Focus on Roles: Use the dashboard tools precisely for your assigned responsibilities.
- Permission Audits: If a required tool is missing, contact your administrator for team permission updates.

## Explore More

Check out detailed guides for specific features and integrations.

### Agent Management

Admin guide for setting up agent profiles.

### Teams Guide

Configuring role-based access control.

### WA Chat Guide

Interaction guide for support agents.