How to add Agents & Managers in AiSensy?

How to create Managers and Agents in AiSensy App?

There are two types of Agents in the AiSensy App:

1. Live Chat Agent- Agents only have permission to intervene & respond to chats in AiSensy App. Also, they have access to modify user profiles on the Live Chat & History Page.

2. Managers- Managers, on the other hand, can overlook everything and shoot WhatsApp Broadcasts & API campaigns.

As the owner, You can add multiple agents & assign roles to those agents in AiSensy App easily.

In this tutorial, you'll know how to assign roles of managers & agents in AiSensy App.

Steps to create Agents & Managers in AiSensy App

1

Go to Agents Page in Manage Section

Only the owner can add Managers & Agents to AiSensy App.

Once you have the owner's access, go to the Agents Page in Manage Section.
2

Click 'Add Agents'

Now, click 'Add Agents' as shown in the image on the right 👉
3

Fill Agent Details

Clicking this will open a pop-up box where you need to fill in the details of your agents.

These details include:

1. User Name- This is the name the agent will use to log in to AiSensy App. E.g. Shivam411.

2. Display Name- The Display Name is the name of the agent that will appear in the AiSensy App.

3. Password- Add a login password for your agent to log in to AiSensy App

After adding the details, press ‘Create’
4

Assign Roles

The final step involves assigning roles & responsibilities to the Agents. You can either assign 'Agents' or 'Managers' in AiSensy App.

Click the dropdown button as shown in the image on the right & assign them roles accordingly.

How to add Agents & Managers in AiSensy?

How to create Managers and Agents in AiSensy App?

Steps to create Agents & Managers in AiSensy App

Go to Agents Page in Manage Section

Click 'Add Agents'

Fill Agent Details

Assign Roles

Still having Doubts? Here are some FAQs

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