You can easily create multiple agents on the dashboard to manage customer chats from a single number Each agent logs in with their own credentials and can only access the chats specifically assigned to them or their designated team.

To create an agent:

1. Go to Settings.

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2. Click on Agents.

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3. Click on Add New Agent.

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4. Enter your team member’s name and email address in the provided field, which they will use to log in to their Zoko account.

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5. Assign a role to the agent. In our case, we have set it to Owner. For more information on the different roles, refer to the article on Agent Access Levels (Roles)

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6. Choose the agent's status from the dropdown menu. If your agent is online, set it to Online; if not, set it to Offline. In our case, we have set it to Online.

Note: Once your agent is back online, they will need to update their status to Online. To understand better, refer to our article on How to update the status.

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7. If you want to add the agent to a team, click on Add Teams and select the teams you have previously created. To learn more about creating teams, refer to the article on How to Create Teams

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8. [Optional] You can also add a profile picture for the team member.

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9. Click on Save.

Important Note: The agent will receive an email to create their new account using the email address you provided. They will need to enter this email address and set up a new password.

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Pro Tip: You can set up auto distribute rules to save the times of assigning the chats to each agent or team manually. It is going to help you facilitate chat routing to the right agent or team based on your criteria. To understand better, refer to our article on How to Set-up Auto Distribute Rules

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Keywords: Create agents, Multiple agents, Chats assign, Add agents, Team.

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