Agents

In this menu, you can assign any user the Agent role. You can also search a user in the list of agents and remove a user from the agents' list.

To access Agents settings:

Go to Omnichannel panel settings, as shown below:

Settings appear, as shown below:

To assign a user the agent role:

  1. Select the user from the drop-down, as shown below:

  1. Hit Add.

  1. The user has the Agent role now, as shown below:

To Search an agent by name:

Enter the agent’s name in the search bar, as shown below:

To remove a user from the agent's list:

To remove a user from the list of agents, hit remove, as shown below: