Setup account

2 articles

Adding Agents

An Agent is a member of your Customer Communications team on WhatsGPT. Agents will be able to view and reply to messages from your users. To add agents to your WhatsGPT account, you can use the 'Click here to invite a team member' link, as highlighted in the screenshot below. Alternatively, you can navigate from Settings → Agents. You will be redirected to the Agents management page as shown below. Your name will be listed by default as Administrator. Administrators can access all WhatsGPT features enabled for your account, including Settings. Click on the Add Agent button on the Top Right Hand Side. A window will pop up where you can enter the Agent's details like name, role and email address. Click on the Add Agent Button to confirm. You will see an Agent Added Successfully message. This agent will be enlisted on your Agents management page now. How to modify or delete an agent? Step 1. Open the list of your agents from Settings → Agents. Locate the agent you want to edit. Click the Edit button (pencil icon) if you want to edit it. Click the delete button (red cross icon) if you want to delete it. Step 2. If you are editing the agent's info, you will see a modal with prefilled information. You can edit the Agent's name and their role. Click on Edit Agent to save the changes. Click on Cancel if you want to discard the changes.

Adding teams

Teams let you organize your agents into groups based on their responsibilities. A user can be part of multiple teams. You can assign conversations to a team when you are working collaboratively. To start adding teams, follow the steps described below. Step 1. Go to Settings → Teams → Create new team. Step 2. You will see the screen shown below. Give your team a name and description as per your needs. The fields are described here: 1. Team Name Assign a name for the team. For e.g., Sales, Support, Engineering. 2. Team Description Give a short description about the team. For e.g., Team to resolve queries related to sales of Hopkins products. 3. Auto assign check box Tick this box if you would like to auto assign the conversations to this team. If this is not ticked, the conversation will remain as unassigned. Click "Create Team". Step 3. Add agents to this team. Whenever a conversation is assigned to this team, all the added agents will be notified. Select the Checkboxes for Agents needed for this team. Click on ‘Add Agents’. Only these agents will be able to see these teams on their screen. Step 4. Click on 'Finish' on the next screen. You will be able to see the team added to your list of teams. How to modify or delete a team? Step 1. Open the list of your teams from Settings → Teams. Locate the team you want to edit. Click the Edit button (pencil icon) if you want to edit it. Click the delete button (red cross icon) if you want to delete it. Step 2. If you are editing the team's info, you will be taken through the same steps while adding a team. Edit information as needed. Click on the update button. If you want to discard the changes, click the "Back" button from the top-left of screen.