How to Add Agents?

Hi. Welcome to Hoory!

In this article, we'll show you how to add agents to your Hoory inbox.

Let’s start from the beginning. Who is the agent?

An agent is a member of your customer support team. Agents can view and reply to messages from your customers if added to your inbox.

To add agents to your Hoory account, click Settings → Agents. You will be redirected to the agent's management page, as shown below.

The "Add Agent" button is at the top right corner of your screen.

Upon clicking the "Add Agent" button, a pop-up window will open where you can enter the agent's details - name, role (administrator or regular agent), and email address.

You can also use the edit option with the agent's name to change their details.

Upon clicking the "Edit" button, you’ll see the following window. Take your time editing the agent details and click "Edit Agent" to save the changes.

Or, if a particular agent no longer works with you, you can use the delete button to delete the agent from the dashboard.

That’s it. Easy as that!

Wrapping up, as you learn the fundamentals, remember there's so much more to explore with Hoory. The journey doesn't end here—keep experimenting, learning, and innovating with your AI assistant to unlock its full potential.