Deleting an Agent

This section provides step-by-step instructions for deleting an agent from your company.

Deleting an Agent:

To remove an agent from your company, follow these steps:

1. Navigating to the Agents Section:

   • Log in to the admin panel using your credentials.

   • Look for the "Agents" tab in the menu bar or navigation panel. It should be the second option.

   • Click on the "Agents" tab if necessary to access the agent's section.

     
2. Selecting the Agent to Delete:

   • Within the "Agents" section, locate the agent you want to delete from the list of accessible agents.

   • Click on the agent's name to access it's editing panel.

     
3. Initiating the Deletion Process:

   • Within the editing panel, look for a button at the bottom labeled "Delete Agent" or similar.

   • Click on the "Delete Agent" button to initiate the deletion process.

   
4. Confirming Agent Deletion:

   • A confirmation prompt may appear to ensure you intend to delete the agent.

   • Review the confirmation message carefully.

     
5. Finalizing Agent Deletion:

   • Confirm the deletion action if prompted.

   • Once confirmed, the agent will be permanently deleted from the system.

To watch a video demonstration, click here.

Note: Deleting an agent is irreversible and will result in removing user's access to the deleted agent. Ensure that you intend to delete the agent and review the action carefully before confirming.

Note: All interactions within the platform are recorded for compliance purposes. These records will remain in the system even after an agent is removed.

Additional Information:

• Company Admin Privileges: Please note that only users with company admin privileges can access the admin panel and manage agents.