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Add Inbox admin/Inbox agent/Inbox group supervisor

In this article, you will learn how to accept/add inbox roles.

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  • Admin (of the bot) can give access to Inbox Admin/Agent to any user (or themselves).
  • Users with Inbox Admin access can add Inbox Agents (these agents can become Suprevisors of a particular group).
  • Any user provided with Inbox Agents invite can join as a inbox agent.
  • Users with only Inbox Admin/Agent roles can access only Inbox module on the yellow.ai platform.

  • There are two major roles to access the inbox module, Inbox Admin and Inbox Agent. Inbox Supervisor role can be provided to an inbox agent based on the industry requirement.

  • Incoming live chats and email tickets (from the customers) are assigned only to the Inbox agents (support agents).

  • Inbox agents will have access to the chats/tickets/analytics/performance to help understand and resolve queries in Inbox.

  • Other modules in the yellow.ai platform such as Studio, Channels, etc. will not be visible to the Inbox Admin/Agent.

  • If you have Admin access(to the bot), you can give yourself the Inbox Agent/Inbox Admin access to explore the Inbox functionalities. In the Users tab, Edit your row to add Inbox agent access along with Inbox admin access.

Supporting document to add/accept bot access for different roles: Access control.

1. Provide inbox agent/admin/supervisor access​

To add an inbox role, follow the below steps:

  1. Open Access Control from the overview page.

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  2. On Users tab, click +Invite users.

  3. Enter Email ID of the use you want to invite. From the Access control dropdown menu select the required role (Inbox (Agent)/ Inbox (Admin)). Click Invite.

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  • Email tickets are assigned only to an Inbox agent (although Inbox admin will have the permission to see and contribute to the operations in Inbox).

    • For an inbox admin, all the chats/tickets will be accessible.
    • For an inbox agent, only the chats/tickets assigned to them will be accessible.

  • Each Role will have different permissions to use Inbox features, you can select a suitable role based on the access you want/want to provide. click here to know more.

Add Inbox supervisor to groups​

  1. Supervisor role can be added for agents.

    • You can make your agents supervisors to a group where they can monitor & supervise the group's incoming chats as well as the agents.
    • When you share Inbox agent access, you will get an additional option to make them the supervisor for a respective group.
    • From the dropdown, select the Group that you want them to be a supervisor.

      Click here to configure a Group.

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  1. You can open the Invites tab and Resend/Revoke the invite.

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  2. Once the agent accepts the request, their information will be listed in the Users tab.

  3. You can Edit or Delete the users from the User tab (if required).

2. Accept invite to join as a Inbox admin/agent/supervisor​

To join the inbox team, follow the steps below:

  1. If you don't have an account on Yellow.ai Platform, you will receive an email from Yellow.ai to Sign Up on the platform and accept the invite to join the platform as a support agent once the admin has provided you the access.

  1. If you already have an account on the Yellow.ai platform, check the notification icon on the overview page.

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  1. Click on the tick mark to accept the invite.

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  • 1. Provide inbox agent/admin/supervisor access
  • 2. Accept invite to join as a Inbox admin/agent/supervisor