How to add Agents & Managers in Aicubix?
How to create Managers and Agents in Aicubix App?
There are two types of Agents in the Aicubix App:
1. Live Chat Agent- Agents only have permission to intervene & respond to chats in Aicubix 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 Aicubix App easily.
In this tutorial, you’ll know how to assign roles of managers & agents in Aicubix App.
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Steps to create Agents & Managers in Aicubix App
1) Go to Agents Page in Manage Section
Only the owner can add Managers & Agents to Aicubix 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 Aicubix App. E.g. Shivam411.
2. Display Name– The Display Name is the name of the agent that will appear in the Aicubix App.
3. Password– Add a login password for your agent to log in to Aicubix 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 Aicubix App.
Click the dropdown button as shown in the image on the right & assign them roles accordingly.
Still having Doubts? Here are some FAQs
How to change Agent Login Password?
If you forget your password, don’t worry- you can change it easily.
To change the User Password, go to your profile & click ‘Edit’. Change the password and re-enter the latest password to confirm the change.
How many agent dashboards can I use in Aicubix Platform?
You can have unlimited agents answering customer queries 24×7 with the AiSensy platform.
You can create 5 Free Agent Dashboards with Free Trial while you can create Unlimited Agents with any paid plan.
Can the Agent make changes in the User Profile in History Page?
Yes, the Agents can make changes in the User Profile by adding/removing Tags. Only the intervention can not be done.
