What it is
Invite staff who handle conversations.
Tenant menu: Connect → Agents
As a partner
Workspace agents are tenant-level users.
Step-by-step (for your customers)
Invite agent by email.
Assign role with permissions.
Agent receives login to chat app URL.
Deactivate when staff leaves.
Common mistakes
Skipping WABA connection before using this feature.
Missing role permissions — if menu item is hidden, check agent role in Admin.
Testing with production contacts before validating in a small test segment.
Related
Integrate WABA
Dashboard overview