How to add a Chat Agent

Chat Agents are the individuals you have set up to handle Chat conversations within your Chat Widget. This article will provide a walkthrough 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.
  7. Click Save.