Create Users
To create users, follow these steps:- Open the Cognigy.AI interface. If the Agent or Admin you want to add already exists as a User in Cognigy.AI, proceed to Adding Live Agent Roles to Users.
- On the Main page, in the upper-right corner, click User Menu
> Admin Center.
- In the Admin Center interface, select Access Control from the left-side menu, then click + Create new User.
- In the New User window, fill in the following fields:
- Display Name — enter the name that you want to be displayed for this user. For example,
John Doe
. - Email Address — enter the user’s email address. For example,
johndoe@example.com
. - Password — set a password for the user’s account. A user can change a password later.
- Display Name — enter the name that you want to be displayed for this user. For example,
- Click Save.
Add Live Agent Roles to Users
Cognigy Live Agent has three different user roles:Administrator
Agent
Supervisor
- On the Main page of the Cognigy.AI interface, click User Menu
> Admin Center in the upper-right corner.
- In the Admin Center interface, select Access Control from the left-side menu, then click + Create new User.
- Select a user you would like to assign roles to.
- On the User page, go to the Global Roles section.
- Click + and select the desired role.
- Assign one of the following roles:
liveAgentAdmin
— for users intended to have Admin rights in Live Agent.liveAgentAgent
— for users intended to have Agent rights in Live Agent.
Add Agents to an Inbox
To add an Agent to an Inbox, follow these steps:- In the left-side menu of the Live Agent interface, select Settings.
- Go to Inboxes, select an Inbox and click the gear icon next to your Inbox.
- Open the Collaborators tab.
- Go to the Agents section, click the Agent list and select Agents from this list.
- Click Update.