Adding users

Users in the Proto AICX platform are equivalent to the employees in a contact centre.

You can add users as one of three resources in Proto's AICX platform: Company, Chatbot and Team. Your users can then be assigned specific roles.

Company users

Company users can manage other users in the company. To add this type of user, go to the Company page and click the Users tab. Click the ADD USERS button.

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

Chatbot users

Chatbot users can manage chatbots under your company. To add this type of user, go to the Company page and click the Users tab. Select the chatbot in the left panel and then click the ADD BOT USERS button.

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

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Requirement

Chatbot users must have at least a company member role.

Team users

Team users can chat with customers. To add this type of user, go to the Company page and click the Users tab. Select the chatbot in the left panel and then click the ADD TEAM USERS button.

A popup will appear. Enter the email of the user and choose the appropriate role, and then select CREATE.

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Requirement

Team users must have at least a company company member role.