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User Management

Settings → Users — Manage agents and permissions.

Page title: User Management · Manage agents and permissions.

Inner tab: Agent Management (the Role Management tab is not shown — see Role Management (Not Shown)).

Create an agent​

  1. Click Create Agent.
  2. In Create New Agent fill Name, Email, optional WhatsApp number, Role, Status, Max Conversations, and Skills.
  3. Click Create Agent.

Roles include Support, Agent, Teacher, Specialist, Supervisor, Supervisor Teacher, Manager, and Admin.

Status options: Available, Online, Offline, Busy, Locked.

Manage existing agents​

  • Search: Search agents...
  • Filters: All Status / Online / Busy / Offline / Locked · All Roles and per-role filters
  • Total Agents count

Row actions (vary by role):

  • View Agent · Set Online / Set Offline · Edit
  • Copy invite link · Duplicate
  • Admins: Change Password · Lock Agent / Unlock Agent · Delete

Agent Details shows Basic Information and Status & Role (name, email, phone, status, role, max/active conversations, created, last login).