Agent Management

Overview

Whoxa CRM supports a multi-agent model where a business owner can invite team members (agents) to handle customer conversations. Each agent logs in with their own credentials and has access to the shared chat inbox.

Agent vs Business Owner

Capability	Business Owner	Agent
Connect WABA	✅	❌
View all conversations	✅	✅
Send/receive messages	✅	✅
Assign conversations	✅	✅
Manage templates	✅	❌
Manage automation	✅	❌
View analytics	✅	Limited
Manage agents	✅	❌
Billing & subscription	✅	❌
API access keys	✅	❌

Invite an Agent

1. Go to Settings → Agents.
2. Click Invite Agent.
3. Fill in:
   • Full name
   • Email address
   • Phone number (optional)
4. Click Send Invite.

The agent receives login credentials via email and can immediately access the CRM.

Subscription limit: The number of agents you can invite depends on your active plan. Upgrade your plan to add more agents.

Conversation Assignment

Conversations can be assigned to specific agents so workload is distributed clearly.

Assign from Chat

1. Open any conversation in the Chat inbox.
2. In the right panel, click Assign Agent.
3. Select an agent from the dropdown (only active agents appear).
4. Click Assign.

The assigned agent receives a real-time notification instantly.

Agent Profile

Each agent can view and update their own profile:

• Go to Agent Profile page (top-right avatar menu).
• Update name, profile photo, about text.

Remove an Agent

1. Go to Settings → Agents.
2. Click the Delete icon next to the agent.
3. Confirm deletion.

The agent's account is removed from the system. Their previously handled conversations remain intact.