Organization and agent settings

In this section, you manage your organization, agents, and team member access. Here you'll find how to edit or delete an organization, how to create or remove an agent, and how to invite colleagues and set their roles.

Organization management

Edit basic organization details, create another organization, or delete an organization.

Agent management

Create a new agent, switch between agents, or remove them.

Managing multiple agents

Create separate agents for different websites, languages, or sections of one website.

Access and roles

Invite colleagues, assign roles, and designate operators for user contact.