Inviting agents to your team

Agents are the team members who handle customer conversations. You can invite as many agents as your plan allows.

Adding new agents

Navigate to Settings > Agents and click 'Add Agent'. Enter the agent's name and email address. They will receive an invitation email with a link to set up their password and join your account.

Agent roles

Deskwoot has two built-in roles: Administrator and Agent. Administrators can access all settings, manage agents, and configure inboxes. Agents can handle conversations and manage contacts but cannot change account settings. You can also create custom roles with specific permission sets.

Assigning agents to inboxes

After adding agents, assign them to the inboxes they should monitor. Go to Settings > Inboxes, select an inbox, and add agents to it. Only assigned agents will see conversations from that inbox.