How to Convert an Agent to a Contact
Currently, the system does not support the direct conversion of an agent into a contact (customer/end user). Follow the given steps to manually convert an agent to a contact.
- Edit the agent’s email address to a placeholder or dummy email and subsequently proceed with the deactivation process for the agent.
Our current system does not have an option to permanently delete agents. Instead, the only available action is to deactivate them. To deactivate an agent, refer to this article.
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Create a new contact with the user’s email address. To add a new contact, refer to this article.
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If you wish to assign a ticket previously requested by an agent to a newly created contact, utilize the Bulk Ticket edit option. Change the requester of existing tickets that were created when the user was an agent by filtering out tickets where the requester’s email has been modified to that of a deactivated agent.
