Manage Users:

Due to a limitation of the Sierra API, each User must have a Sierra Agent Profile, as well as a Lead assigned to them in Sierra, before they can be enabled in the Manage Users page of the CBX.


Setup Sierra Agent Profile:

  • On the Sierra Interactive home page click Users in the nav bar and select Users from the dropdown menu:
  • Next, click the + icon in the Agent Profile column row for a given User:
  • Click Save and Exit:
  • Finally, refresh your CBX Manage Users page to see the added User:

Note: a Lead must be assigned to an Agent in Sierra before the Agent can appear in the Manage Users page of your CBX.


Sierra CBX Demo


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