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NooviChat

Interact with NooviChat — manage conversations, contacts, pipeline CRM, lead scoring, campaigns and WhatsApp

Actions264

Agent → Create

AI-generated

Summary

Create a new agent in a specified NooviChat account by providing the account ID, agent's full name, email, role, and optionally a custom role ID.

Inputs

  • Account ID (required) — NooviChat account ID where the agent will be created, supports expressions for workflows managing multiple accounts.
  • Name (required) — Full name of the agent to be created.
  • Email (required) — Email address used by the agent for login.
  • Role — Base permission level for the agent; options are Standard Agent (limited permissions) or Administrator (full access). Defaults to 'Agent'.
  • Custom Role ID — ID of a Custom Role within the same account to provide additional granular permissions on top of the base role. Use 0 to skip assigning a custom role.

Output shape

a single record representing the newly created agent

The created agent object includes the assigned roles and is returned upon successful creation. Errors such as invalid account ID or duplicate email will be reported.

Examples

Example 1: Create a standard agent named Jane Smith with email jane.smith@example.com for account ID 1.

Set Account ID=1, Name='Jane Smith', Email='jane.smith@example.com', Role='agent', Custom Role ID=0.

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