Before you start
You must be a Chat admin to add agents to your team.
Agents must already have agent permissions set up on their account.
βLearn more in Roles and permissions of ChatYou must have available agent seats on your account. To purchase more agent seats, contact your Account or Customer success manager.
Watch the video
Some information in this video has changed. We are working on updating the video, but in the meantime, use the article for accurate navigation instructions.
Add agents to your team
Expand the User menu, then go to Settings > Chat > Settings.
Select your team name tab.
Under Team agents, select + Choose agents.
Select the user's email address to make them a Chat agent. If you accidentally add the wrong email address, select the red x next to their name to remove them.
Once complete, select the x in the top-right to go back to your Chat settings.