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How to add agents and assign them to inboxes

By Karri Koivuniemi • Last updated on Nov 05, 2024

1. Open settings

Go to the top left-hand menu and click Settings.

2. Go to agents

In the settings menu, click Agents. This will show a list of your team members.

Click Add agent. In the pop-up, enter the agent’s name, email, and choose their role (agent or administrator). Click Add agent to save. The agent will get an email to activate their account.

4. Assign the agent to an inbox

After adding the agent, go back to Settings and click on Inboxes.

Choose the inbox you want to assign the agent to by clicking the ⚙️-icon.

In the Collaborators section, find Agents and select the agent’s name from the dropdown. Click Update to save.