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 user group in Proto's AICX platform: Company, Bots and Teams. Your users can then be assigned specific roles on the platform.

Company users

There are 2 managing roles in a Company. An Admin can manage other users in the company and access all features on the platform while a Manager have similar access except accessing the billing page, add/remove the company users and accessing the security page.

To add a new user, go to the Company icon on the bottom left corner. Select Members and click the ADD USERS button.

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A popup will appear. Enter the email of the user, click on invite and choose the appropriate role, and then click ADD.

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Bot users

Bot users can manage chatbots with 3 roles: Editor, Viewer, Annotator. Create a chatbot in BUILD page before adding a user to a bot.

To add a Bot 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.

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A popup will appear. Enter the email of the user, click on invite and choose the appropriate role, and then click ADD.

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Team users

Team users are the customer support agents that can chat with customers. There are 2 types of team user roles: Senior Agent and Agent. Create a team in CHAT before adding users into a team.

To add a Team user, select the team you would like that user to manage, select a role and then click the ADD USERS button.

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A popup will appear. Enter the email of the user, click on invite and choose the appropriate role, and then select ADD.

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Tips

You can invite multiple user email at once, by continue adding the user email and click invite before clicking the ADD button.

Setting up an Account

After the admin added the users to the platform, they should receive an email from Proto in their inbox or spam folder. Click the Get Started button or copy and paste the link provided. They will be redirected to the sign up page. This is where they can set their name and their password. When it comes to setting up their passwords:
● Must be at least 8 characters.
● Must have at least 1 Uppercase letter

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Once the user finish setting up their account, they should be able to access the platform.

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Delete users

An Admin can remove a user from the Company, Bot or Team. Hover your cursor to the row with the username. Click on the trash icon that appear on the right to remove the user from the platform.

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Reset user password

An Admin can also resend the reset password email to a user in the company by clicking the key icon on the right.

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Note

Please note that the link in the Invitation or Reset Password email will expired within 24 hours. You will need to reinvite the user if they haven't setup their account within 24 hours.


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