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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.

Updated yesterday

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

Go to Settings β†’ Agents & Roles

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

  2. Add the name & email and assign permissions​

  3. Click Save & Invite


πŸ” Didn't receive the invitation email? Try these steps:

  1. πŸ“ Check your spam or junk folder β€” The invitation email may have been filtered out. Make sure to check your spam or junk folder before requesting a new one.

  2. βœ… Double-check the email address β€” Ensure that the email address entered during the invitation process is correct and free of any typos.
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    🚨 If you face any issues adding the agent to a universe, don't hesitate to reach out to our support team via the πŸ’¬ chat bubble, we're here to help!
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