Overview
You can create multiple assistants within your account. You can create one assistant when you create a new account, and if you would like to purchase more assistants, reach out to us at [email protected].
How to
- To manage your assistants, navigate to the Assistant dropdown in the top right.
- You can switch to view settings, contacts, conversations, and reports based on an assistant by selecting the desired assistant in the Assistant dropdown.
- To create new agents…
- Click “Manage Assistants” in the Assistant Dropdown.
- Click on the Plus button and enter in the required details.
- You can edit the remaining assistant settings by navigating to the settings page while that assistant is selected in the dropdown.
- You can change the name of the Assistant on the Settings pages where you will see the Assistant name in the title and can edit by clicking on the edit pencil icon.
Troubleshooting
If the plus button is disabled then you have reached your limit on number of Assistants within this account. You can reach out to [email protected] to purchase more.
If you would like to delete or deactivate an existing agent, you can reach out to us at [email protected]