{"id":1139,"date":"2022-09-14T10:50:04","date_gmt":"2022-09-14T10:50:04","guid":{"rendered":"https:\/\/support.grispi.com\/knowledge-base\/how-do-i-add-a-agent\/"},"modified":"2025-05-28T13:00:46","modified_gmt":"2025-05-28T13:00:46","slug":"how-do-i-add-a-agent","status":"publish","type":"ht_kb","link":"https:\/\/support.grispi.com\/en\/knowledge-base\/how-do-i-add-a-agent\/","title":{"rendered":"How do I add a agent?"},"content":{"rendered":"\n<p>To manage customer interactions across channels like email, chat, and call center, you need to add agents to your Grispi panel.<\/p>\n\n\n\n<p>1. On the <strong>Home<\/strong> page, click the <strong>Add<\/strong> button. From the dropdown menu, select <strong>User<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"340\" height=\"380\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user1-1.png\" alt=\"\" class=\"wp-image-1449\" style=\"aspect-ratio:0.8947368421052632;width:259px;height:auto\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user1-1.png 340w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user1-1-268x300.png 268w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user1-1-45x50.png 45w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user1-1-54x60.png 54w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_user1-1-89x100.png 89w\" sizes=\"auto, (max-width: 340px) 100vw, 340px\" \/><\/figure>\n\n\n\n<p>2. On the <strong>Create User<\/strong> page, click on the <strong>Role<\/strong> section. In the pop-up window, select the <strong>Agent<\/strong> role.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/10\/people5-1.png\" alt=\"\" class=\"wp-image-393\" style=\"aspect-ratio:0.9843260188087775;width:288px;height:auto\"\/><\/figure>\n\n\n\n<p>3. Fill in the agent\u2019s <strong>contact details<\/strong> and set a <strong>password<\/strong>. Then click <strong>OK<\/strong> to create the user.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"541\" height=\"496\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_agent.png\" alt=\"\" class=\"wp-image-1446\" style=\"aspect-ratio:1.090725806451613;width:365px;height:auto\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_agent.png 541w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_agent-300x275.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_agent-50x46.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_agent-60x55.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/11\/add_agent-100x92.png 100w\" sizes=\"auto, (max-width: 541px) 100vw, 541px\" \/><\/figure>\n\n\n\n<p>4. You can view the newly added agent by navigating to <strong>Settings \u2192 Users<\/strong>.<\/p>\n\n\n\n<p>5. The <strong>Users<\/strong> page displays all users along with their assigned roles. From here, you can enable or disable users and manage their roles as needed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2023\/10\/people3-1.png\" alt=\"\" class=\"wp-image-396\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>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&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"googlesitekit_rrm_CAowiMm_DA:productID":"","footnotes":""},"ht-kb-category":[43],"ht-kb-tag":[],"class_list":["post-1139","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-account-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v18.7 (Yoast SEO v20.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I add a agent? - Grispi Support<\/title>\n<meta name=\"description\" content=\"How to add a new agent to Grispi? 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