Adding an agent
Add agents to your account so that you can have more conversations with visitors. Here’s how you do it!
Visit your Team page.
Click on the blue Invite Agent button at the top-left section of the page.
Enter the agent’s email address where the invitation will be sent, select the Group you’d like to categorize the agent under (if applicable), and set the operator’s Privileges to Admin or Agent:
- It’s important to know that email invitations will expire after a few hours. If this happens, all you need to do is re-send the invitation when your new agent is ready to accept it. Additionally, if the invited agent’s email address is already in use in our system (within another account, for example), the following error will appear:
- You can use a secondary email for the invitation, or have the invited agent change their email address in their account where the email address is in use.