HELP FILE

Bold360 for administrators

Build your Bold360 organization.

To use Bold360 as an administrator, log in at https://admin.bold360.com.
Remember: If you log in using a BoldChat account, contact your account manager or sales representative for assistance accessing Bold360.

Getting Started Guide

This guide will walk you through several key steps to set up your Bold360 account and will familiarize you with important functions of the Admin Center: https://help.bold360.com/help/Bold360AdminGettingStarted.pdf

Requirements

Bold360 uses Automatic Distribution. Unassigned items are not shown in Bold360. If you formerly used BoldChat, note that agents cannot "pull" incoming items; they can only work on items that have been automatically assigned to them.

Browser requirements:
  • For best results, use the latest version of Chrome
Customer operating system requirements for remote access:
  • Windows 7 or above
  • OS X 10.9 or above

For co-browsing requirements, see Start a co-browse session.