"Easily add and manage agents in your Customer Support team. Invite team members via 'Invite Team Member' or use Settings → Agents to add, edit, or remove agents."

Add Agents

An Agent is a member of your Customer Support team. Agents will be able to view and reply to messages from your users.

To add agents to your Bevatel account, you can use the 'Click on Settings → Agents.

You will be redirected to the Agents management page as shown below.

Your Name will be listed by default as Administrator. Administrators have access to all Bevatel features enabled for your account, including Settings.

Click on the Add Agent button on the Top Right-Hand Side.

A pop-up window will open in which you can enter the details of the Agent like name, role , email address, Restriction Level, Teams and Inboxes .

Click on the Add Agent Button to confirm. You will see an Agent Added Successfully message. This agent will be enlisted on your Agents management page now.

Update Agents

You can also use the edit option given along with the Agent’s name to change details like Agent Name, Role, Availability, Restriction Level, Status, TEAMS, and INBOXES

"You can utilize the 'edit' option next to the Agent's name to modify details such as Agent Name, Role, Availability, Restriction Level, Status (active for access, or not active for no access), TEAMS (reflecting on related team assignments in the Agent section), and INBOXES (impacting inbox collaborations in the Agent collaborators section)."

If a particular agent no longer works with you, you can delete them by selecting the delete button on the dashboard. Before the deletion, you must assign the agent's open conversations to another agent using the dropdown menu. Once the new agent is selected, you can confirm the deletion.