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Add Agents

An Agent is a member of your Customer Support team. Agents will be able to view and reply to messages from your users.

To add agents to your Chatwoot account, you can use the 'Click here to Invite Team Member' link.

Chatwoot Home Screen

Or, Click on Settings → Agents.

You will be redirected to the Agents management page as shown below.

Your Name will be listed by default as Administrator. Administrators have access to all Chatwoot features enabled for your account, including Settings.

Chatwoot Agent Screen

Click on the Add Agent button on the Top Right Hand Side.

A pop up window will open in which you can enter the details of the Agent like name, role and email address.

Agent Details window
Field NameValueRemarks
Agent NameEnter Name of the Agenteg: Don Pete
RoleEnter the Role - Agent or AdministratorAgents can only access inbox, reports, and conversations. Administrators have all privilages of agents and have access to all features of Chatwoot
Your e-mail addressEnter the e-mail id you registered

Click on the Add Agent Button to confirm. You will see an Agent Added Successfully message. This agent will be enlisted on your Agents management page now.

You can also use the edit option given along with the Agent’s name to change details.

Edit Agent Screen

In case, the particular agent no longer works with you, you can use the delete button to delete the agent from the dashboard.

Delet Agent Screen