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How to Add Agents?

Anna Tsaturyan

Last updated on Apr 20, 2024

Hi! Welcome to Hoory AI. In this user guide, we'll walk you through the process of adding agents to your Hoory AI inbox.

What is an Agent?

An agent is a member of your customer support team. They can view and respond to customer messages when added to your Hoory AI inbox.

Adding Agents

  1. Accessing Agent Settings:
  • Click on Settings in the Hoory AI interface.
  • Select Agents to be redirected to the agent management page.

    2. Initiating Agent Addition:

  • Locate the "Add Agent" button at the top right corner of your screen.

3. Agent Details:

  • Clicking the "Add Agent" button opens a pop-up window.
  • Enter the agent's details, including their name, role (administrator or regular agent), and email address.

4. Editing Agent Details:

  • Use the edit option associated with the agent's name to modify their details.
  • Clicking "Edit" opens a window where you can make changes. Click "Edit Agent" to save the modifications.

    5. Removing Agents:

  • If an agent is no longer part of your team, use the delete button to remove them from the inbox.

That's it!

Wrapping up, as you learn the fundamentals, remember there's so much more to explore with Hoory AI. The journey doesn't end here—keep experimenting, learning, and innovating with your AI assistant to unlock its full potential.