Articles in this section
Category / Section

How to Convert a Contact to Agent


Sometimes, there is a need to convert a contact to an agent.

Some scenarios

This case may come when a support agent Sign In for the first time, but the person is not added as an agent. So, automatically a contact account is created. In this case, this option can be used to convert a contact to an agent. Another case is when you want to convert an employee to an agent, who has joined the support team later.

To convert a contact to an agent, follow these steps:

Step 1: Search for a user and click the name. If a user is already an agent, it will open the Agent profile. In this case, you have to do nothing, since the user is already an Agent.
If a user is in contact, please follow the below steps.


Users Menu.png

Step 2: Click the Convert to Agent option.

Convert to Agent Option.png

Step 3: Fill the required details and click on the Update option.

Details Update Page.png

Note: You must have permission to manage the agent else this option will not be visible.


Was this article useful?
Help us improve this page
Please provide feedback or comments
Comments (0)
Please sign in to leave a comment