Everyone who answers customers or manages Texa Desk needs their own sign-in. That way every reply, note and change shows who made it.
Add a person
You need to be the Owner or an Administrator, or to have a role that may manage people.
- Go to Settings → Agents.
- Choose Add agent.
- Enter their Name and Email address, and choose a Role.
- Choose Add.
They get an email with a link to set their password. Until they open it, their status reads Verification pending. If the email doesn’t arrive, ask them to check their spam folder.
Which role to give
A small company usually needs two roles:
- Administrator: runs Texa Desk, including settings, Texa AI, people and billing.
- Agent: answers customers in the inboxes they’re a member of.
There are also Supervisor (a team lead), Viewer (compliance and audit, read only) and ready-made roles such as Approver and Finance. See Roles and what each one can do.
Put people in teams
Teams decide where conversations go when Texa AI hands them over, such as Payments, Cards or Fraud.
- Go to Settings → Teams and choose Create new team.
- Give it a Team name and a short Team description.
- Tick Allow auto assign for this team if new conversations for the team should go to its members in turn.
- Choose who is in the team.
Give people their inboxes
An agent sees the conversations of the inboxes they’re a member of.
- Go to Settings → Inboxes and open the inbox.
- Open Collaborators.
- Add the people who answer this inbox, and choose Update.
Supervisors, administrators and viewers see more than their own inboxes. What each role sees is explained in Roles and what each one can do.
How many people you can add
| Stage | People |
|---|---|
| Signed up | 3 |
| Starter | 5 |
| Business name | 15 |
| Limited company | No Texa limit |
To add more, verify your business.
What a person costs
The first person in your company is free. Each person after that costs 10,000 credits (₦10,000) a month, taken a little each day, so you only pay for the days they’re in Texa Desk. See How credits work.
When someone leaves
Go to Settings → Agents, open the ⋯ menu beside their name, and choose Delete. Their past replies and notes stay in the conversations, under their name. The Owner can’t be removed. Hand the Owner role to someone else first.