User Management: Users

Section 1: Adding Users to Agent Assist

Adding New Users

To add new users to your Agent Assist account, follow these steps:

Step 1: Access the User List Page

• Navigate to the settings tab located on the bottom left side of your Agent Assist dashboard.

Step 2: Adding a User

• Click on the "Add New User" button on the User List page.
• Enter the correct email ID of the user you want to add.

Step 3: Specifying Access Type

• Choose between two access types: Supervisor (for managing agents and viewing reports) or Executive (for customer chat interaction).

Step 4: Adding the User to a Group

• Optionally, add the new user to an existing group to organize your team and assign specific roles.

Step 5: Sending the Invitation

• Click "Send Invite" to send an email invitation to the user.

Step 6: User Acceptance

• The added user will receive the email invitation and can follow the steps provided to accept the invitation and join your Agent Assist team.