2. Agents
This module enables users to onboard new agents.
The Agents module includes the following features:
- New Agent
- Bulk Upload
2.1 Agents Dashboard
Here, the user can view the list of agents, as shown in the following screenshot. Agents dashb...
2.2 Pre-Requisites For Agent Onboarding
To onboard agents, the user must configure roles, skillset, and resource groups in the settings m...
2.3. New Agent
This feature allows users to create individual agents; new agents can be onboarded on this page. ...
2.4. Agent Login Procedure
Registered users will receive an account confirmation email containing temporary credentials and ...
2.5. Forgot Password
When a user forgets their password, they may click on the "Forgot Password" option on the login p...
2.6. Bulk Upload
This feature allows the user to onboard multiple agents in bulk. Agents -> Bulk Upload: It h...
2.7. Agent Detail View
Agent detail view page: The user can view and edit agent details by clicking on the agent from th...
2.8. Agent Edit
Agent Edit: On the agent details view page, the user can edit and update the agent details by cli...