Before you start
You must be a Chat admin to manage agents.
Learn more in Roles and permissions of chat
You must have available agent licenses on your account. To purchase more licenses, contact your Customer Success representative.
Add agents to your team
Expand the User menu, then go to Settings > Chat > Chat settings.
Select your team name tab.
Under Overview, for Team agents, select CHOOSE AGENTS.
Select the user's email address to make them a chat agent. To add another agent, select SELECT AGENTS.
Or you can hold ctrl to select multiple agents at once.Once you’ve added all the agents you want, collapse the Chat team management side panel to go back to team settings.
Select SAVE at the bottom of the page.
Remove agents from your team
Expand the User menu, then go to Settings > Chat > Chat settings.
Select your team name tab.
Under Overview, for Team agents, select CHOOSE AGENTS.
Select the X next to the agent's email address to remove them.
Collapse the Chat team management side panel to go back to team settings.
Select SAVE at the bottom of the page.