Editing an Agent

This section provides step-by-step instructions for editing an existing agent.

Editing an Agent:

To edit an existing agent in 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 Edit:

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

   • Use the search bar to narrow down the list of agents based on specific criteria such as agent name, description, and type.

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

     
3. Editing the Agent:

   • In the agent's editing panel, make any appropriate changes needed.

   • After making the desired changes in the editing panel, review it for accuracy.

   • Once satisfied, click save and exit the editing panel to save the changes.

     

To watch a video demonstration, click here.

Additional Information:

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