You can invite team members to Freshchat by going to Settings > Agents and adding them there.



When you add an agent, you can do the following,

  1. Define their role - the agent's access to your Freshchat account will be restricted based on the role you assign to them. 
  2. Define your agent's skill level - based on the skill levels you have configured under IntelliAssign, and
  3. Add them to any Group* such as Pre-Sales, Customer Support, or Customer Success.



For a first time implementation, set the the properties as:


Role = agent

Skill = ignore for now

Group = add the bot to the group you have created for it i.e. "Chatbot Group"


If you haven't created a group for your chatbot in Freshchat, you can do so by following the instructions in THIS article.