Manage Teammates

Reply CX agents are the trusted experts who, at any moment, can lend a helping hand to guide visitors along their journey. These highly-skilled professionals have access to the powerful portal and equip every visitor with helpful knowledge during their time on the website.

Agents with Reply CX make customer support an even more personable experience; visitors will be able to get faster resolution and assistance from real humans, offering a level of service not traditionally seen online.

Unlock the power of selection, defining accessible roles for agents - from full administrator control to more limited access.

Adding Teammates:

  1. Click on 'Teammates' option under the 'Account' section.

  2. Click on ‘Add Teammates’ on the top right corner to create a teammate.

  3. Define their roles:

    • Admin role: By entrusting a teammate or agent with this role, they'll gain valuable administrative access that enables them to make adjustments in the account - such as reconfiguring teams and customizing settings.

    • Agent role: By assigning this role to the teammate/user, their contact with visitors will be limited ensuring that they have no access or power over changes in accounts.

  4. Click on ‘Add Teammate’.

Last updated