Helpdesk Setup

Create and manage helpdesk agents for human handoff.

• Navigate to Dashboard → Integrations
• Click Add Integration → Helpdesk Setup
• Create Agent Tab:
• Enter agent name
• Set password (8+ characters, 1 number, 1 special character)
• Click Create Agent
• Manage Collaborators Tab:
• View all agents
• Assign agents to inboxes using checkboxes
• Click Save Assignments