How to add an agent?

Agents are the bulk of your support staff. They are assigned tickets and interact with customers as needed to resolve support issues. The agent's role and privileges are defined by administrators.

Only Admin can add agents.

To add an agent, login as an administrator and go to Admin >Staff  > Agents

  1. Click on the [New Agent] button.
  2. Now enter all the agent details: Agent Email, Time zone, Agent role (agent/administrator/newly added role), Ticket scope (which kind of tickets will be accessible by the agent), group (at least one group is needed to be selected).
  3. Chat and status can be manually selected active or inactive. 
  4. After adding all the data, click on the submit button. The agent will be successfully added.
  5. Agent will get an activation email to set up his credentials. After which agent can log into his zaidesk account.

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