How to create an agent?

Modified on Mon, 9 Dec, 2024 at 9:49 PM

How to create an agent?

  1. Click on create agent here (https://kwikos.tellephant.com/settings/agents
  2. Give first name and last name.
  3. Set a specific credentials for that agent.
  4. Give a number or agent’s number
  5. Select Channel for this particular agent (For Example - WhatsApp, IG, FB, Email)
  6. Set a maximum ticket limits for that agent.
  7. Set a maximum keyword ticket limits for that agent.
  8. You can set a set of keywords for that agent on which the chats will get assigned.


Note : 

  1. You can also choose the Supervisor status for an agent. If 'Yes', then no tickets will be assigned to an agent. However, the supervisor will be able to view all chats on the panel.
  2. In case a Supervisor is required to address chats, they will have to assign the chat to themselves and then respond to the customer. 



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