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How to add live agents

After setting up your live agent takeover settings, the next step is to add live agents to your interface. This allows you to ensure that users can receive personalized support when needed.

Last updated on Jan 04, 2025
Customizing your Live Agent Takeover

After setting up your live agent takeover settings, the next step is to add live agents to your interface. This allows you to ensure that users can receive personalized support when needed.

  1. Click on the Human Handover button.
  1. Click Add Live Agent.
  1. Invite new agents by entering their Name and Email and setting appropriate permissions. Click Confirm
  1. Agents will receive an invitation via email and can create their logins at https://live-agent.dante-ai.com/log-in

You will see a list of the live agents you have invited. If you need to change the permissions, click Edit under the Action column. If you need to remove anyone, click Remove next to the relevant agent.

Agents will need to click Accept Invitation in the email invite from Dante AI before they can access the live agent dashboard. You will know when the agent has accepted once a "Yes" appears under the Confirmed column.

Next steps for agents to log in  

Great job adding your live agents! After they have accepted your invitation, there are two methods for them to log in. Click Next to learn more.

For additional support and to connect with other users, join our Discord community.

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