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How to Add New Agents in the Agent portal

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Support agents are essentially customer service representatives. To use the service, each agent, admin, or manager requires a license. On any plan, you have the option to add as many agents as you want.

Adding a new agent

To add a new agent, follow the given steps below:

  1. Go to Admin > Agents > Add Agent.

  2. Fill all required fields in the Agent Creation form and click Add to proceed.

  3. Once a new agent is created, it will automatically navigate to the agent’s details page. Once the agent is logged in, they will be verified.

Add Agent.gif

Related Article

  1. How to Manage the Agents?
  2. Methods to control permission access for an agent.
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