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(4)Enter the agent’s information.

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  • Agent Name: Agent Name, used Account: Used to log in.

  • First name and Last name: The agent's name that is shown to the visitors, which can be different from the agent's real name. 

  • Alias:Agent‘s Alias is displayed to visitors in the chat window.

  • Chat Queue: Select which queue the agent belongs to. For more settings about Chat Queue, click here.

  • Agent Roles: The roles that the agent act as in your team.  For more settings about Agent Roles, click here.

  • Skills: Select which skills the agent have. For more settings about Skills, click here.

  • Mobile Number: Mobile Number.

  • 2FA: Enable Two-Factor Authentication. For more settings about 2FA click here.

  • Email: The email address that the agent uses to log in to your CX system.

  • Title: Title information, can be displayed to visitor in the header of the chat window.

  • Bio: Bio information, can be displayed to visitor in the header of the chat window.

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View&Edit&Delete Agent

  • Click ‘view’ iconAgent Name, you can view agent information.

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  • Click ‘edit’ icon, you can edit agents.

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  • Click 'Delete' icon, you can delete the agent.

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  • Click 'Reset' icon, you can reset the password

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