How to Invite Help Desk Agents

Help Desk agents are your team members who handle conversations that the AI escalates. You invite them from VoxeDesk, and they set their own Help Desk password via the invite email.

Availability: STARTER and above, or an active 14-day trial.

How to invite an agent

1. Go to Dashboard → Integrations → Add Integration → Help Desk Agent Setup
2. Go to the Invite Agent tab
3. Enter the agent's real email address (avoid email aliases — use their actual login email)
4. Optionally enter their Full name
5. Click Send Invite

The agent receives an email invitation. They click the link to set their own password and activate their Help Desk account. You do not create or share their password.

How to assign agents to inboxes

1. Go to Dashboard → Integrations → Add Integration → Help Desk Agent Setup
2. Go to the Manage Collaborators tab
3. Find the agent and assign them to the relevant inbox

Important: Inbox assignment only becomes available after the agent has accepted their invite email and finished setting up their account. If the assignment button is greyed out, the invite is still pending — ask the agent to check their email and complete the signup.

Agent limits by plan

• FREE: 1 agent
• STARTER: 2 agents
• TEAM: 3 agents
• BUSINESS: 5 agents
• ENTERPRISE: Unlimited

What's next

• How to Configure Response Timing — set how long before conversations escalate to your team
• Troubleshooting: Agent inbox assignment is disabled — fix common invite issues