Get started in the platform by inviting agents into the platform to help manage your new WhatsApp channel.


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<aside> 💡 An agent is a charles user who can be invited as an Admin or to manage Conversations, Studios and Settings.

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How-to:

  1. Go to Settings → Agents & Roles:

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  1. Click Add Agent. A pop-up will appear
  2. Add the name & email and assign permissions

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  1. Click Save & Invite

The new agent will receive an email (make sure to check the spam folder).