๐ฅ Agent Management
Agents are the team members who handle conversations. Only admins can manage agents.
Rolesโ
| Role | Permissions |
|---|---|
| Admin | Full access: channels, automations, settings, agents, all conversations |
| Agent | View conversations, send messages, add tags, change status. Cannot access system configuration. |
Inviting a New Agentโ
- Go to Agents โ Invite Agent
- Fill in Name, Email, Password, and Role
- Click Invite
The invited person can immediately log in at /login. Share the credentials directly.
Changing a Roleโ
In the Agents table, change the Role dropdown. An admin cannot demote themselves.
Deactivating an Agentโ
Click Remove โ sets is_active = 0. The agent can no longer log in but their historical data is preserved.