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Invite agents & Update roles

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

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

Go to Settings → Agents & Roles

  1. Click Add Agent. A pop-up will appear

  2. Add the name & email and assign permissions​

  3. Click Save & Invite


🔍 Didn't receive the invitation email? Try these steps:

  1. 📁 Check your spam or junk folder — The invitation email may have been filtered out. Make sure to check your spam or junk folder before requesting a new one.

  2. Double-check the email address — Ensure that the email address entered during the invitation process is correct and free of any typos.

    🚨 If you face any issues adding the agent to a universe, don't hesitate to reach out to our support team via the 💬 chat bubble, we're here to help!

    Password requirements:

    The minimum password length is 15 characters minimum.


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