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Cloudfon CX supports unlimited agents and allows you to collaborate with other agents during a chat session. You can add multiple agents to your Cloudfon CX account according to your needs.

Add Agents

  1. Log in to your Cloudfon CX control panel.

  2. From the left navigation menu, go to People > Agents.

  3. Click Add.

  1. Enter the agent’s information.

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

  • First name and Last name: The agent's name.

  • Agent Roles: The roles that the agent act as in your team. 

  • Skills: Select which skills the agent have.

  • Mobile Number: Mobile Number.

  • 2FA:Two-Factor Authentication.

  • Email: The agent's email address.

  • 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.

  1. Click Save.

View&Edit&Delete Agent

  • Click ‘view’ icon, you can view agent infomation.

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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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