How to create users in Voxloud Chat
Before you start
The Voxloud Administrator user has already been used to create the Voxloud Chat account. Now you only need to create users for the other members of your PBX.
Step 1: Access the Control Panel
Log in to the Voxloud Control Panel and select Chat.
Click on the Teams icon.
Open the Members tab.
Then click Add Team Member to add a new user.
Fill in the required fields as shown in the next step, then click Add Team Member.
Step 2: Fill in the user details
When creating a new user, enter the following information:
Name: The user’s name.
Email: The user’s email address.
Phone Number (optional): Does not affect Voxloud Chat usage.
Select Role: The user’s role (default: Agent). You can create custom roles to limit available actions.
Select Lead Visibility:
Assigned: Can only see chats assigned to them.
All: Can see all chats.
Select Lead Reassign Permission:
Can Reassign Own Chats: Can reassign only their own chats.
Can Reassign For All Chats: Can reassign all chats.
Can Not Reassign: Cannot reassign any chats.
Mask Attributes: Hides specific customer data from the user.
Password / Confirm Password: Credentials to access Voxloud Chat directly (without the Voxloud app).
💡 Tip: Use the same name, email, and password already used in Voxloud to avoid inconsistencies.
Step 3: Repeat for each user
Repeat the process for every team member who needs access to Voxloud Chat.
Next step: Configure your Chatbot
Once your users are created, you can proceed with setting up the Chatbot to automate conversation management.
👉 Learn how to configure your Chatbot here.
Need help?
The Voxloud support team is here for you.
Contact us at [email protected] or use the chat at the bottom right of the website.