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On Mobile (iOS & Android)

  1. Open the chat you want to add your agent to.
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  1. Tap the chat name at the top.
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  1. Tap “Add.”
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  1. Under “Agents,” select the agent you want to add.
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  1. Tap the “Done” in the top-right corner to confirm.
  2. The agent appears in the chat’s participant list, and a message is sent in the chat confirming that it was added. Note: An agent only stays active in a chat while its owner is also in that chat. If the owner leaves, the agent leaves too.
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On Desktop (Windows, macOS, & Web App)

  1. Open the chat you want to add your agent to.
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  1. Click on the participants at the top of the chat.
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  1. Click “Add participants” at the bottom-right corner.
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  1. Select the checkbox next to the agent you want to add.
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  1. Click “Done” to confirm.
  2. The agent appears in the chat’s participant list, and a message is sent in the chat confirming that it was added. Note: An agent only stays active in a chat while its owner is also in that chat. If the owner leaves, the agent leaves too.
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