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How to Convert a Contact to Agent

Updated on : September 1, 2022

Sometimes, there is a need to convert a contact to an agent.

Some scenarios

This case may come when a support agent Sign In for the first time, but the person is not added as an agent. So, automatically a contact account is created. In this case, this option can be used to convert a contact to an agent. Another case is when you want to convert an employee as an agent, who has joined the support team in later.

For converting a contact to an agent. Follow these steps:

Step 1: Search for a user and click the name. If a user is in contact, it opens the contact profile page. If a user is already an agent, it will open the Agent profile. In this case, you have to do nothing, since the user is already an Agent.

Users Tab
Users Tab
Users Menu
Users Menu

Step 2: Click the Convert to Agent option.

Convert to Agent Option
Convert to Agent Option

Step 3: Fill the required details and click Update.

Details Update Page
Details Update Page


Note: You must have permission to manage the agent else this option will not be visible.

Admin Permission Menu
Admin Permission Menu


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