Add an Agent

This section explains how to register agents who will handle Consultations and Issues, and how to organize them into groups.


➊ Add an Agent

For detailed information about agent roles and group settings, refer to the Agent Menu Guide.

Role Type

  • Agent

    • Handles and responds to customer inquiries.

  • Administrator

    • Assigns tasks and manages permissions for agents.

    • Configures and manages detailed service settings to ensure smooth customer support operations.

1-1. Add an Agent

  • Go to Service Management → Agents.

  • From this menu, you can add new agents or create agent groups.


1-2. Invite Member

  • Click the Invite Member button and enter the IAM member information you want to invite.

  • After confirming, a password setup email will be sent to the entered email address. Once the password is set, the IAM member registration will be completed.


➋ Add a Group

What is an Group?

  • An Agent Group is a collection of agents organized based on the purpose or requirements of each client.

  • It can be used for ticket assignment or notification emails through trigger settings.

  • Go to Service Management → Agents → Group tab.

  • Click Add Group to create a new agent group.

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