How to edit an agent?

Change the existing settings of your agent.

Aleksandra Dynowska avatar
Written by Aleksandra Dynowska
Updated over a week ago

Learn how to change the existing settings of your agents. 

To edit, select the consultant and click Edit the consultant

Go ahead and change general settings (phone number, email, or role) as well as the assignments and notifications. 

When you change the phone number, you will need to undergo the verification process to ensure the security of your account.

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