QuadC Chat: Admin Setup & Operating Hours Configuration

Phase 1: Train Your Bot on Knowledge Sources

1. Navigate to Bot Configuration in the top navigation bar.
2. Click the Sources tab.
3. Click the + New Source button on the right side of the screen.
4. Paste the public URL of the website, page, or FAQ document you want your bot to learn from.
5. Click Save and wait for the status indicator to change from Processing to Ready.

Phase 2: Configure Live Support Escalation Rules

1. In Bot Configuration, click the Integrations / Settings panel.
2. Locate the Human agent handoff section.
3. Check the box labeled Let the AI hand off to a human.
4. In the text box under When should the AI ask for a human?, type specific triggers or decision criteria (e.g., "When the user asks for an advisor, or when an issue requires manual account review").

Phase 3: Set Live Support Schedules & Timezones

1. Under Human agent handoff, check the box for Restrict to office hours.
2. Select your organization’s local timezone from the Timezone dropdown menu.
3. For each day of the week, check the active box and set your start and end times (e.g., Monday 09:00 AM – 05:00 PM).
4. Click Save Configuration at the bottom of the page.

Phase 4: Grant Staff Access Roles

1. Click the Access tab under Bot Configuration.
2. Click Manage Access.
3. Enter the employee's email address and select their appropriate role:
   • Select Support for agents who only need to handle incoming live chats.
   • Select Co-owner for administrators who need to manage sources, branding, and schedules.
4. Click Invite.