Adding Agents and Contacts

Anya Updated by Anya

Agents are anyone - generally an employee -  in your TABLE account that can view and manage Conversations. Contacts are anyone - generally a customer or someone outside your business - that is part of or has been invited to the Conversation. You can easily add both Agents and Contacts by following the instructions below.

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Adding Agents to the Conversation

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Add Agents from your team or different departments to provide specialized assistance for your customers, help move them through the customer journey, or just to simply hand off the Conversation to a colleague. 

To add an Agent to the Conversation:

  1. Select the Conversation 
  2. Select the People icon at the top of the Conversation
  3. Click on the blue “Add new contact” box in the sidebar
  4. Select the Add Agent tab 
  5. Search for the Agent by name or email
  6.  Click “Send invite”

The invited Agent(s) will receive a notification and will be able to join the Conversation.

Inviting People to the Conversation 

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Customers can invite anyone, including their friends, family, and colleagues to the Conversation, so they can share opinions and discuss details seamlessly within a single Conversation thread.

If you or your customer would like to invite someone to the Conversation:

  1. Select the Conversation
  2. Click the People icon at the top of the Conversation
  3. Select the blue “+Add” box in the sidebar
  4. Make sure you’re on the Add People tab
  5. Now you can either copy the unique URL and give it to the invitee, or you can enter their email address and click “Send Invite”. 
Please note that anyone with access to the URL can join, which will make Conversations less secure.

Resending a Conversation Invite to a Customer

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Agents can resend invites for easy access to the Conversation. 

To resend an invite:

  1. Select the Conversation 
  2. Click on the People icon at the top of the Conversation
  3. Hover over the person you’d like to re-invite
  4. Click on the 3 dots that appear next to their name
  5. Select “Resend Invite”

The customer will receive an email with a button that directly links to the Conversation. 

Removing Someone from a Conversation

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SuperAdmins and Conversation Owners can remove Agents and people from the Conversation.

  1. Select the Conversation
  2. Click on the People icon at the top of the Conversation
  3. Hover over the person you’d like to remove
  4. Click on the 3 dots that appear next to their name
  5. Select “Remove User”

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