Agent Roles

Each support agent has a set of roles that define what that agent can see and do. Here are the available roles:

  • Admin: can manage billing, agents and their roles, office hours, and canned responses
  • Developer: can see installation instructions, manage allowed domains, and access ID Verification Secret
  • Assigner: can assign conversations to self or another agent
  • Router: can manage how new conversations are assigned to agents
  • Editor: can manage knowledge base documentation (coming soon)

When and admin invites an agent to join their organization, the roles for that agent must be selected.