HELP FILE

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.

Remember: If you log in using a BoldChat account, contact your account manager or sales representative for assistance accessing Bold360.
Important: Bold360 is intended for use with Automatic Distribution. Unassigned items are not shown in Bold360.

Quick Reference Card

Download and print this card to get started with the agent workspace: https://help.bold360.com/help/Bold360QuickReference.pdf

Requirements

Browser requirements for Bold360 agents:

  • Latest version of Chrome (recommended)
  • Firefox
  • Internet Explorer 11
  • Edge
  • Safari (Mac)
Remember: To use the Remote Access feature, you must use Chrome.
Customer requirements for remote access:
  • Windows 7 or above
  • OS X 10.9 or above
  • Chrome as browser

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