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:AdministratorAgentSupervisor
- 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.