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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:
Last modified 8mo ago
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