Adding an Agent

To add Agents, click the Gear icon > Organization Settings > Agents > Invite Agent.



Enter the new Agent’s name and contact information, select their Role, select the Department or Departments they have access to, then send the invitation via Email, SMS, or both.             


All agents can view and respond to all Conversations within their assigned Departments. You're a team!


If an Agent needs their invitation email resent, you can resend invites by heading back into the Agents section and selecting the Edit icon next to the appropriate Agent. Then, click either Send Email Invite or Send SMS Invite to resend.


Watch tutorial video on Adding & Editing Agents here.