Agents are field engineers who engage with people and businesses to capture specific data points for business analysis.

Agents can be added to UseForms by following these easy steps:

  1. Click on ‘Settings’ at the bottom left corner of your screen

  2. Click on ‘Agents

  3. Click on ‘Add New Agent

  4. Enter a single email address or multiple email addresses separated by commas

  5. Click on ‘Send invites

If you need additional help, please contact us using the live chat feature in the app or send us an email via xperts@softcom.xyz and we would be happy to help 😊

Related articles:

Invite team members to a workspace

Create agents groups

Remove agents from a workspace

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