Know how you can add agents & managers to your projects in Serri App.

Know how you can add agents & managers to your projects in Serri App.

There are two types of Agents in the Serri  App:

1. Live Chat Agent- Live Chat Agents only have permission to intervene & respond to chats in Serri  App. Also, they have access to modify user profiles on the Live Chat & History Page.

2. Managers- Managers, on the other hand, can overlook everything and shoot WhatsApp Broadcasts & API campaigns.

As the owner, You can add multiple agents & assign roles to those agents in Serri  App easily.

In this tutorial, you'll know how to assign roles to managers & agents in Serri  App.

Steps to create Agents & Managers in Serri  App

  1. Go to Agents Page in Manage Section

    Only the owner can add Managers & Agents to Serri  App.

    Once you have the owner's access, go to the Agents Page in Manage Section.

2. Click 'Add Agents'

Now, click 'Add Agents' as shown in the image on the right 👉

3. Fill Agent Details

Clicking this will open a pop-up box where you need to fill in the details of your agents.

These details include:

1. User Name- This is the name the agent will use to log in to Serri  App. E.g. Shivam411.

2. Display Name- The Display Name is the name of the agent that will appear in the Serri  App.

3. Password- Add a login password for your agent to log in to Serri  App

After adding the details, press ‘Create’.

4. Assign Roles

The final step involves assigning roles & responsibilities to the Agents. You can either assign 'Agents' or 'Managers' in Serri  App.

Click the dropdown button as shown in the image on the right & assign them roles accordingly.


Q. How to change Agent Login Password?

If you forget your password, don’t worry- you can change it easily.

To change the User Password, go to your profile & click ‘Edit’. Change the password and re-enter the latest password to confirm the change.

Q. How many agent dashboards can I use in the Serri  Platform?

You can have unlimited agents answering customer queries 24×7 with the Serri  platform.

You can create upto 5 Free Agents in Free Trial & Unlimited Agents with all paid plans.

Q. Can the Agent make changes to the User Profile on History Page?

Yes, the Agents can make changes in the User Profile by adding/removing Tags. Only the intervention can not be done.