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Add Agents

（1）Log in to your CloudCX control panel.

（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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  • Account(Required): Agent Name, used to log in.

  • First name(Required) and Last name: The agent's display name.

  • Alias(Required): Agent's name is displayed to visitors in the chat window.

  • Email(Required): The agent's email address.

  • Phone: The agent's phone number.

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

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

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

  • 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.

（5）Click Save.

The agent will be notified by email.

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