Agent Management

The Agents section allows you to manage the support agents on your team. You can view, edit, activate, deactivate, or delete agents from this page.

Agent List

The main agent table provides an overview of all registered agents.

  • Name: The agent's name and email address.
  • Open Tickets: The number of tickets currently assigned to the agent.
  • Closed Tickets: The total number of tickets the agent has resolved.
  • Last Signed In: The last time the agent logged into the system.
  • Status: Active/Inactive toggle switch. Blue = Active, Grey = Inactive.
Actions
  • Delete Agent: Remove an agent permanently.
  • View Agent: Open the agent's administrator profile.
  • Edit Agent: Modify the agent's details.
  • Tickets: Show tickets assigned to the agent.
  • Analytics: View agent ticket analytics history.
Assign Agent

The Assign Agent page is used to designate an existing user as a support agent.

  1. Create a Role: Go to Create Role.
  2. Create an Administrator: Go to Create Administrator.
  3. Assign the role to the administrator.
  4. Designate the administrator as a Support Agent.
Assign Agent Form
  • Agents: Select the administrator to assign.
  • Designation: Enter the agent's job title.
  • Bio: Short description or biography.
  • Is Active?: Toggle to activate the agent immediately.
Editing an Agent
  • Designation: Update the agent's role.
  • Bio: Edit description of the agent's work or expertise.
  • Is Active?: Activate/Deactivate the agent.
Bulk Actions
  • Activate: Activates selected agents.
  • Deactivate: Deactivates selected agents.
  • Delete: Deletes selected agents.

The Create button next to the Actions dropdown allows you to add a new agent to the system.