To manage customer interactions across channels like email, chat, and call center, you need to add agents to your Grispi panel.
1. On the Home page, click the Add button. From the dropdown menu, select User.
2. On the Create User page, click on the Role section. In the pop-up window, select the Agent role.
3. Fill in the agent’s contact details and set a password. Then click OK to create the user.
4. You can view the newly added agent by navigating to Settings → Users.
5. The Users page displays all users along with their assigned roles. From here, you can enable or disable users and manage their roles as needed.
