How to add a Chat Agent

Information

Chat Agents are the individuals you have setup to handle Chat conversations within your Chat Widget. This article will provide a walk through of adding new Chat Agents.

Steps

1

Launch the Chat Admin Portal.

2

Click on Settings.

3

Click on Agent Settings.

4

Click on Chat Agents.

5

Click the Add chat agent button at the bottom of the screen.

6

Populate the Chat Agent form with all of the necessary information and click Save.

Once the Chat Agent has been added, they will receive an email at the address you provided to log into the Chat Portal and set their password.

Applies To:

Issuetrak 10.1+

Information

Steps

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Applies To:

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