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 Service icon at the top of the Conversation
  3. Click on the “Request Service" tab at the bottom of the sidebar
  4. Within the popup select the Crew you'd like to invite to join the Conversation OR 
  5. Select the "Add Agent" tab, enter the name of a specific Agent, and click “Send invite”

Inviting Contacts 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 Contacts icon at the top of the Conversation
  3. Enter the email of the Contact you'd like to invite. If this person is already in the system, you can use the field to search for them.
  4. Click "Add to Conversation" and they'll receive an email with a link to join this Conversation.
  5. You can also copy the Shareable Link and give it to the Contact, but please note that anyone with this URL will be able to access this Conversation.

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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