How to invite and manage agents
The instructions below are for desktops and laptops only.
You don’t have to do it alone. With tawk.to, you can invite other people to help you respond to chats and manage your account. Someone who has access to your dashboard and can respond to incoming chats is referred to as an agent. There is no limit to the number of agents you can add to your account (and it’s free).
An agent can be given access to a property with a page or a website on which the widget has been added. For example, if you add a friend to one of your properties, they will be able to see visitors on your website and answer any incoming chats.
tawk.to is an agent-centric chat application. When logging into an account, an agent can be associated with multiple properties and will be able to respond to any incoming chats from those properties.
See these guides for Android and iOS:
Inviting agents
3. Click Administration in the top menu.
4. Click Property Members under User Management in the left menu.
5. Your Property Members list will appear. Click Invite Member to add a new team member.
6. In the Invite Members page, enter the team member’s Email and set the Role (Admin or Agent). You can click + Add Another to add more team members.
7. Once you’ve added the agents’ details, click Send Invitation.
The invited agents will receive an email with instructions to join your property. They’ll be asked to log in to their account and accept the invitation. Once they log in, they’ll see a notification on their dashboard (bell icon in the lower-left corner).
Note:
Agents must accept the invitation before they appear in your list of active agents.
If the link has expired or the agent didn’t receive the email, you’ll need to resend the invitation.
See this guide to learn more about accepting invitations to a property:
Viewing pending invitations
Managing agents’ access
To change an agent’s role or remove them from a property:
1. Select an agent from the list.
2. To change the Role, select Admin or Agent, and click Save.
To remove the agent from the property, click Delete. Then, click Delete in the confirmation pop-up, and the agent will be removed.
Invitations are property-specific. If you’d like team members to handle multiple properties, you'll need to invite them separately to each property.
Email addresses must be unique. An email address can only be used once across all tawk.to accounts.
AI Assist can support your team
AI agents can help resolve customers’ queries even when you or your team are unavailable.
See these guides to learn more:
Getting started with AI Assist
Deploying multiple AI Agents across support channels
How to get your AI agent to greet visitors when they start a chat
Using Suggested Message and AI Assist to create scripted chat sequences
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