Agents

 

Who are agents?

Agents are the most important part of every live chat. They are people, who are communicating with visitors on your website. They answer questions or help your visitors to find the product they are looking for. But, before they can chat with your visitors, you need to create access for them in your Smartsupp account. In this tutorial, we will show you how to add new agents.

How to invite new agents?

Inviting a new agent is simple. Just go to Settings → Agents and click on the Invite button.

You fill in the agent’s email address and they will receive the invitation by email. After accepting the invitation, the agent will be redirected to our Smartsupp page where they will need to enter their name as agent and create a new password.

Note: If you are already logged in Smartsupp, the invitation will redirect you to the dashboard. If you want to accept the invitation and you are already logged in, it is necessary to log out or to open the invitation in another browser.

 

Agent invite

Edit agent info and access

To edit the agent’s information (name, email, description), you click on the three dots in the arent’s row and choose Edit agent. 

edit agent

You can also change the agent’s access level in the same place.

  • Full access – This agent can access all personal and company settings, including billing info/details. They can also chat with visitors. Recommended only for senior employees or management.

Limited access – This agent can only access conversations, visitors, recordings, and personal settings (i.e., their profile, shortcuts, notifications). They can also chat with visitors.

samrtsupp agent

How to activate/deactivate agents?

After you created agents, you still need to give them permission, whether they can chat with your visitors or not. There are two types of agents based on this:

  • Active agent – This agent can chat with your visitors.
  • Inactive agent – This agent can access only statistics and settings, but can’t communicate with visitors on your website. Ideal for management, or owner, to check statistics of agents, change settings, or access billing.

So, how can you activate or deactivate agents? Just slide the button to the right (activate) or to the left (deactivate).

active agent

How many agents can I add?

 

Package Number of agents
Free 3
Standard 3
Pro 3*
Ultimate unlimited**

* In the PRO package it is possible to upgrade up to 10 agents. You can choose the number of agents when creating your package (the price of your package depends on the number of agents). If you are not sure how many agents you have, you can check your current package in the billing section.

** In the Ultimate package it is possible to set custom limits. If you are interested in buying the Ultimate package, contact our sales department by clicking on the Contact sales button in our pricing.


Still confused? Contact us via the chat box in your dashboard and we’ll be happy to get in touch with you. Please note that customer service is included only in paid packages.