Agent is the person who uses Subiz to work and interact with customers. Agent can be a Manager, a Customer Service Staff or any Officers in your company. Each Agent has their own Subiz login account.
Agent types
There are two types of Agent:
Agent owner is that initially registered Subiz Account and has full of account permission.
Agent member is that was invited to join Subiz by the Agent owner.
Agent Permission
An Agent will have 3 permission when using the Subiz account.
1.
Account Management
This permission allows you to manage agent information including inviting agents, customizing agents or deleting agent accounts. You also can access the Payment Settings page to manage your Subiz package such as upgrading your account, purchasing more agents, upgrading your Subiz packages, extending your account and more.
You can choose whether Agent permisson are "No access" or "Full access."
2. Account setting
This permission allows you to manage Agents including Invitation Agent, Agent customization or Agent account deletion. And, you can customize account settings like Automation, Rule, Subiz chat widget,..
You can choose whether Agent permisson are "No access" or "Full access."
3. Conversation:
This permission allows you to export User data and view the contents of other Agent conversations.
You can choose either Full Access or Limited Access one of the two permissions.
Agent Permission
Some notes on Agent Permissions:
Agent owner will have all 3 permission of Account Management, Account Settings, and Conversation. Another agent can't customize the permission of the account owner.
You can not customize your Agent delegation. Only Agents with Account Management or Account Settings are allowed to customize the permission of other Agents.
Agent profile
The Agent's profile is your Subiz login information, which will be displayed in Subiz widget on your website. When you fully set up the agent information, your image will be more professional and reputable in the eyes of the customer.