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 within the Neo platform.

How to Add Agents to Neo

• Navigate to Agent Management

• Click on Settings → Agents.

Administrator Access

• You will be redirected to the Agents management page.

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

Add a New Agent

• 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.

Agent Details Window

The fields in the form are described below:

Field Name	Value	Remarks
Agent Name	Enter Name of the Agent	eg: Don Pete
Role	Enter the Role - Agent or Administrator	Agents can only access inbox, reports, and conversations. Administrators have all privilages of agents and have access to all features of Chatwoot
Your e-mail address	Enter the e-mail id you registered

• 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.

Edit or Delete an Agent

• You can use the edit option given along with the Agent’s name to change details.

• In case the particular agent no longer works with you, you can use the delete button to remove the agent from the dashboard.