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 first 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.

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