How Can I Add Agent On My Platform?

Expanding workforce on Tookan is super easy, To learn how to add agent Please refer to this link for adding agents.

ADD AGENT

To Import Agents manually you can do so by clicking add agent or by importing CSV file in which you can add their details under the given templates. Sample file download is also available from where you can download the CSV file and edit it.

Steps to Import an Agent:

  • Click on the top left menu icon on the Dashboard and then select Agents.
  • On the top right corner, next to the add agent there is an open square symbol denoting import agent where you can add CSV file after adding agents manually in the CSV file.

EXPORT AGENT

Steps to Export An Agent:

  • Select Agents from the Menu.
  • On the top right corner, next to the add agents there is an open square symbol de
    noting export agents where you can add CSV file after adding agents manually in the CSV file.

MULTIPLE AGENTS

Multiple agents can be added to a task. This can be done by mentioning the number of agents in the ‘assignment tab’ of new task window or manually multi-select agents.

FILTER

This is used when you want to see only some of the details of Agents, for example, only name and id.

For any other queries related to Tookan please refer to Tookan Helpdesk.

So If you enjoyed reading this, then we’re sure you will also love checking out what we have in store on our Youtube channel. You can also head to our  home page for more info.

But If you still have any doubts, we are here to help you. Just let us know so that we can help you!

Happy Transacting!

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