Chatku
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Administration

Managing agents & teams

06 Sep 2026 · Chatku Team · 2 min read

Managing agents & teams

Agents are the people who answer conversations. You manage them under Settings → Agents & Teams.

Adding, editing, and deleting agents is admin-only. Supervisors with the Teams permission can manage teams and members.

Add an agent

  1. Open Settings → Agents & Teams.
  2. Click Add Agent.
  3. Fill in Name, Email, Password (at least 6 characters), and choose a Role.
  4. Click Add. The agent can now sign in with that email and password.

Roles

Role What they can do
Admin Full access — users, teams, inboxes, and every setting.
Supervisor Monitor all agents, plus whatever the Supervisor permission set allows.
Agent Handle conversations and contacts, based on the Agent permission set.

What supervisors and agents can actually do is configurable — see Roles & permissions.

Teams

Teams let you group agents (for example by product or shift) and assign conversations to a whole team.

  1. In the Teams section, click Add Team and enter a Name and optional Description.
  2. Open the team card and use Add member to pick agents.
  3. Remove a member with the trash icon.

Teams require a plan that includes the teams feature. If you don't see the Teams section, it isn't part of your plan.

Two-factor authentication (2FA)

You can strengthen agent security from each agent row:

  • Enroll 2FA now — show a QR code on your screen for the agent to scan with their phone. Use this to set 2FA up in person.
  • Require 2FA — force the agent to set up 2FA at their next login.
  • Reset 2FA — clear an agent's 2FA (for example if they lost their device).

For privacy, an admin never sees another user's 2FA secret. Agents can also manage their own 2FA under Settings → Profile.

Deleting an agent

Use the trash icon on an agent row. Deletion is a soft delete — the account is deactivated and can no longer sign in, but their message history is preserved. You cannot delete your own account.

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