Agents
Add and manage agent accounts, status, and lifecycle actions.
Agent settings control who can handle conversations and how each account is maintained.
In the app: Dashboard → Settings → Agents
The main agents screen supports status filtering (Active, Inactive, Blocked) and search for quick account lookup.
Use Add Agent to create a new agent account with login credentials and initial active state.
The edit flow updates profile details, password, and account status from a single dialog.
Deleting an agent is irreversible and requires explicit confirmation.
Deactivate temporarily disables login while keeping the record available for reactivation later.
Block applies a stronger access restriction state for the selected agent account.
Available status actions
| Action | Impact |
|---|---|
| Edit | Update profile and account status |
| Deactivate | Temporarily disables account login/access |
| Block | Blocks account usage until unblocked |
| Delete | Permanently removes the agent account |
Filtering
Use top status filters (Active, Inactive, Blocked) and search to quickly locate target agents.
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