Registering to a customer support platform is an important step to enhance your customer experience and increase satisfaction. In this article, you’ll learn how to create new agents, assign them appropriate roles, and add helpful backlinks for easy navigation. We’ll also walk through assigning agents to specific teams so they can collaborate effectively in your customer support platform workflow.
Step 1: Create a New Agent in your Customer Support Platform
- First, go to Settings > Agents in the left menu and click Add Agent.
- Then, fill in the agent’s name and email address, then choose a role (Agent, Administrator, Support Manager) from the dropdown menu.
- After that, click Add Agent to save. The new agent will show a pending verification status until they verify their email.
The agent form will show fields for agent name, role, and email, as well as the Add Agent button as shown in the picture below
Step 2: Assign the Agent to a Team
- Go to Settings > Teams and choose Create new team or open an existing team.
As shown in the picture below, the team creation shows the team name and description fields for Step 1
2. Provide a team name and description, then click Create team.
3. In the Add Agents step, select the checkbox next to the newly created agent (e.g., Test Agent 1) and click Add agents.
4. Click Finish to finalize. Then the agent will become a part of the team and can collaborate on conversations.
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