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(2)From the left navigation menu, go to Global Settings > People > Agents.

(3)Click Add.

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(4)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 that is shown to the visitors, which can be different from the agent's real name. 

  • 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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