Agents are the team members that you invite to your Textline account. Inviting multiple Agents enables you to work seamlessly as a team, sending messages and answering customer requests all from within your main Textline Dashboard. Everyone has visibility into the latest activity, and anyone can jump in to help at any time.
To invite an agent, go to the Gear Icon > Organization Settings > Team Settings > Agents and click on the Invite Agent button.
You can invite your team members to join as Agents or Admins, roles which will entitle them to different sets of permissions.
Agents and Admins will all have their own individual logins (their business email), but will all have access to your Textline phone number(s). They can view & respond to all Conversations - all of which will reach your customer from your Textline phone number, just as if they were texting with one person.
Agents can Claim a Conversation to assign it to themselves (although all other Agents will still be able to view and respond if necessary), Transfer to another teammate, and Resolve a Conversation when complete.
Agents can also send Whispers - internal notes - to each other within Conversations.
Each Agent can set their own Notification preferences and avatar.