Agents / Agent groups

Groups sort the agents on the Agents page into sections, such as by brand, team or campaign. Everyone in the workspace still sees every agent.

  1. 1
    On Agents, press New group and name it (admins). It appears as an empty container.
  2. 2
    Drag agents into it by their card, or press New agent inside it to make one that starts in the group.
  3. 3
    Drag an agent to Not in a group to take it out. Use the arrows on a group to change the order, or rename or delete it; deleting keeps its agents.
To keep agents and their data apart from other people, use a workspace instead.