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HelpDesk

Your team and their roles

Everyone gets their own sign-in, so you always know who replied to whom, and each person sees only their part of the work.

Invite someone

  1. 1Open Settings > Team and press Invite someone.
  2. 2Enter their name and email.
  3. 3Choose what they can do (see the roles below) and their departments.
  4. 4Choose which channels they answer: WhatsApp, Instagram, Messenger.
  5. 5Press Send invite. They get an email to set their password.
Inviting a new agent
Inviting a new agent

The roles

Owner: everything, including billing. Admin: manages settings, the team and campaigns. Supervisor: sees and manages their departments’ chats. Agent: answers the chats given to them.

The team list
The team list

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