Add Agents
"Easily add and manage agents in your Customer Support team. Invite team members via 'Invite Team Member' or use Settings → Agents to add, edit, or remove agents."
Last updated
"Easily add and manage agents in your Customer Support team. Invite team members via 'Invite Team Member' or use Settings → Agents to add, edit, or remove agents."
Last updated
An Agent is a member of your Customer Support team. Agents will be able to view and reply to messages from your users.
To add agents to your Bevatel account, you can use the 'Click on Settings → Agents.
You will be redirected to the Agents management page as shown below.
Your Name will be listed by default as Administrator. Administrators have access to all Bevatel features enabled for your account, including Settings.
Click on the Add Agent button on the Top Right Hand Side.
A pop up window will open in which you can enter the details of the Agent like name, role and email address.
Click on the Add Agent Button to confirm. You will see an Agent Added Successfully message. This agent will be enlisted on your Agents management page now.
You can also use the edit option given along with the Agent’s name to change details like Agent Name, Role, Availability, Restriction Level, Status, TEAMS, and INBOXES
"You can utilize the 'edit' option next to the Agent's name to modify details such as Agent Name, Role, Availability, Restriction Level, Status (active for access, or not active for no access), TEAMS (reflecting on related team assignments in the Agent section), and INBOXES (impacting inbox collaborations in the Agent collaborators section)."
In case, the particular agent no longer works with you, you can use the delete button to delete the agent from the dashboard.
| Field Name | Value | Remarks |
|---|---|---|
| Field Name | Value | Remarks |
|---|---|---|
Agent Name
Enter Name of the Agent
eg: Don Pete
Role
Enter the Role - Agent or Administrator
Agents can only access inboxes, reports, and conversations. Administrators have all privileges of agents and have access to all features of Bevatel
Your e-mail address
Enter the e-mail id you registered
Agent's Name
[Agent's Name]
Enter the desired Agent Name
Role
[Role]
Specify the Agent's Role
Availability
[Availability]
Set the Agent's Availability (e.g., Online, Offline)
Restriction Level
[Restriction Level]
Define the Restriction Level
Status
[Status]
Choose 'Active' for access or 'Not Active' for no access
TEAMS
[TEAMS]
Reflect related team assignments in the Agent section
INBOXES
[INBOXES]
Impact inbox collaborations in the Agent collaborators section
