Adding users
Users in the Proto AICX platform are equivalent to the employees in a contact centre.
You can add user as one of three resources in Proto's AICX platform: Company, Bots and Teams. Your users can then be assigned specific roles.
Company users
Company Admin can manage other users in the company. To add a new user, go to the Company icon on the bottom left corner. Select Members and click the ADD USERS button.
A popup will appear. Enter the email of the user, click on invite and choose the appropriate role, and then click ADD.
Bot users
Bot users can manage chatbots under your company. To add this type of user, go to the Bots tab, select the chatbot you would like that user to manage, select a role and then click the ADD USERS button.
A popup will appear. Enter the email of the user, click on invite and choose the appropriate role, and then click ADD.
Team users
Team users are the customer support agents that can chat with customers. select the team you would like that user to manage, select a role and then click the ADD USERS button.
A popup will appear. Enter the email of the user, click on invite and choose the appropriate role, and then select ADD.
Updated 16 days ago