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Assign agents to clients so they can use them in their dashboard. An agent can be assigned to at most one client — reassigning moves it to a new client, while its conversations and knowledge base stay with the original client.

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Why assign an agent to a client?

Before you can configure an agent’s knowledge base, tools, or phone numbers, it must be assigned to a client. Assigning makes the agent appear in that client’s dashboard and lets them use it.

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Steps

1

Open the client's Assigned solutions tab

Go to Clients, select a client, then click the Assigned solutions tab.
2

Click Assign agent

Press the Assign agent button in the top right.
3

Choose an agent

Select an agent from the list. Agents already assigned to another client show an amber warning with the current client’s name. Choosing one will move it to this client.Unassigned agents appear with “Unassigned” on the right.

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Reassign or remove an agent

To move an agent to a different client or unassign it:
1

Find the agent in the list

On the client’s Assigned solutions tab, locate the agent you want to change.
2

Open the menu

Click the three-dot menu on the right side of the agent’s row.
3

Choose an action

  • Select Reassign to and pick another client to move the agent
  • Select Remove from client to unassign it (it stays in your agency but belongs to no client)
When you reassign an agent, its conversation history, knowledge base documents, and phone numbers remain recorded under the original client. Only the agent itself moves.
Unassigned agents cannot be configured. You must assign an agent to a client before you can add its knowledge base or tools.