👨💼 Agents
Flowbee allows you to add multiple agents to manage customer conversations efficiently. Each agent gets a separate login and can be assigned specific permissions to control access and responsibilities.
Agents are mainly used in Team Inbox to handle chats and improve response time.
What are Agents?
Agents are team members who can log in to Flowbee and manage customer chats.
👉 Each agent:
- Has a separate login
- Can be assigned chats
- Can respond to customers
- Can have controlled access
Why Use Agents?
- Manage multiple conversations easily
- Assign chats to specific team members
- Improve response time
- Organize team workflow
Agent Limits
Number of agents depends on your subscription plan
Where Agents are Used
Agents will be available in:
- Team Inbox (chat handling)
- Chatbot (Assign User / Team)
- Broadcast assignment (if needed)
How to Create an Agent
Step-by-Step
- Go to Agents
- Click Add New Agent
- Enter details:
- Name
- Phone Number
- Set Permissions
- Click Save
Permissions
Flowbee allows you to control agent access:
🧩 Menu Permissions
- Control which menus agent can access
👉 Example: - Chatbot
- Broadcast
- Contacts
💬 Chat Permissions
- Control chat-related actions
👉 Example: - View chats
- Reply to customers
- Assign chats
Agent Login
- Each agent gets a separate login credential
- They can log in independently
- Access is based on assigned permissions
Manage Agents
🟢 Active / 🔴 Inactive
- You can enable or disable agents
👉 Disable means:
- Agent cannot log in
- Access is restricted
✏️ Edit Agent
Update details or permissions anytime
🗑️ Delete Agent
- Permanently remove agent
👉 Use carefully:
- Data access will be removed
Teams
- You can group agents into teams
👉 Example: - Sales
- Support
👉 Useful for:
- Chat assignment
- Round-robin distribution
How It Works
- Add agents
- Assign permissions
- Agents log in
- Chats are assigned
- Agents respond
Why It Matters
- Improves team collaboration
- Reduces response delay
- Helps manage large volumes of chats
- Enables structured workflow
Tips
- Give only required permissions
- Use teams for better management
- Disable inactive agents
- Monitor agent performance
Summary
Agents in Flowbee help you scale your customer communication by allowing multiple team members to manage chats. With role-based permissions and team assignments, you can ensure smooth and efficient operations.