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Add Agents

An agent is a member of your customer support team. Agents are able to view and reply to messages from your users.

To add agents to your Hoory account, you can use the 'Click here to Invite Team Member' link, or click Settings → Agents.

Hoory Home Screen

You will be redirected to the agents management page, as shown below.

By default, you will be registered as Administrator. Administrators have access to all Hoory features, including settings.

Hoory Agent Screen

Click the Add Agent button on the top right-hand corner.

A pop-up window will open up where you can enter the agent's details, like name, role and email address.

Agent Details window
Field NameValueRemarks
Agent NameEnter Name of the Agente.g. Don Pete
RoleEnter the Role - agent or administratorAgents can only access inbox, reports, and conversations. Administrators have all the agent privilages and have access to all Hoory features.
Your email addressEnter the email ID you registered

Click the Add Agent button to confirm. You will see an Agent Added Successfully message. The agent will get listed on your agents management page at this point.

You can also use the edit option given with the agent’s name to change their details.

Edit Agent Screen

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

Delet Agent Screen