Complete your profile

Fill in required profile information as a new user.

After you receive an invitation to join Agent Connect, you can complete your own profile by adding information about yourself. The team leader or admin that sent the invitation will have already provided some information for you, such as your First Name and Last Name. Remember to provide a profile image and a bio. If your team leader or admin has guidelines for your bio, it appears near the Profile field.

Including a profile image increases the number of customers who respond to your Feedback requests. Speak to your team leader to see if there is a particular style of image they prefer. Profile images must be in PNG, JPEG, TIFF, or BMP format.

Your bio is a brief description of you that appears in Feedback requests sent to customers after you resolve a support interaction. Your bio helps to highlight your personality and enables you and your company to build closer relationships with customers, so make it fun and engaging! You might want to mention your hobbies or a product or service that your company offers.

  1. On the profile page, complete any missing information.
    A Team Member profile
  2. Click Save when finished.
The saved profile must be approved by a team leader or admin before you can send survey requests to customers.