Bold360 for agents
Get started using Bold360, your one-stop-shop for chat, email, message management, remote access, and co-browse.
Setting up & logging in to Bold360
To use Bold360, log in at https://agent.bold360.com.
Quick Reference Card
Download and print this card to get started with the agent workspace: https://help.bold360.com/help/Bold360QuickReference.pdf
Browser requirements for Bold360 agents:
- Latest version of Chrome (recommended)
- Internet Explorer 11
- Safari (Mac)
- Windows 7 or above
- OS X 10.9 or above
For co-browsing requirements, see Start a co-browse session.
- Status, settings, shortcuts
Learn how to change your status, toggle notifications, change your language, and use keyboard shortcuts.
- Chat with customers
Everything you need to know about chatting with customers in Bold360.
- Messaging with customers
Everything you need to know about chatting with customers via Facebook Messenger and Apple Business Chat in Bold360.
- Email with customers
Everything you need to know about working with email in Bold360.
- Remote Access: Control a customer's computer
Bold360 lets you control a customer's computer as if you were there.
- Co-browse: Help a customer browse a site
See and interact with the page a customer is currently viewing.
- Agent Tips and Tricks