How to Add or Manage Agents in Chattrik

Managing your support agents in Chattrik is simple and efficient. You can view, edit, or add new agents directly from your dashboard to ensure your team is always up-to-date and ready to assist customers. Follow the steps below to add or manage your agents with ease.

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Chattrik makes it simple to manage your support team by allowing you to add, edit, or organize agents directly from your dashboard. Whether you need to update details, assign roles, or add new team members, the process is quick and user-friendly. You can also filter agents by department for faster access. Follow the steps below to easily manage agents and keep your support team well-organized and efficient.

Step 1: Access the Agents Section
  • Log in to your Chattrik dashboard.
  • Navigate to Settings and select Agents.
Step 2: View All Agents
  • You will see a complete list of all active and inactive agents in your account.
Step 3: Filter Agents by Department
  • For quick access, use the filter option located at the top-right corner.
  • Sort agents by department to easily manage specific teams.
Step 4: Edit Agent Information
  • Click on the agent’s name to edit details.
  • From here, you can:
    • Enable or disable the agent.
    • Edit their display name.
    • Add or update their skills.
  • Once changes are complete, click Update.
  • For additional guidance, click Quick Tips on the right-hand side.
Step 5: Add a New Agent
  • On the Agents screen, click the Add Agent button.
  • Enter the agent’s name, email, and role.
  • Click Add to finalize.
Related articles

How To Add And Manage Departments?

How To Manage Roles & Permissions?

Frequently Asked Questions

Have questions? We’ve got answers. Here are the most common things people ask about Chattrik.

The number of agents you can add depends on your subscription plan. If needed, you can upgrade your plan for more seats.

Yes, you can disable an agent from the dashboard. This removes their access without permanently deleting their profile.

You can update an agent’s display name, role, skills, and account status directly from the agent management screen.

Yes, you can use the filter option at the top-right corner of the Agents section to view and manage agents department-wise.

Absolutely. You can change an agent’s role anytime by editing their profile from the dashboard and updating their role.