Agent Identifier Name
When creating a sales agent, one of the key details you need to provide is the Agent Identifier Name. It helps in managing sales agents.
Here are a few important points to note regarding the Agent Identifier Name:
- The Agent Identifier Name is a mandatory field when creating a sales agent.
- It must be unique within your organization to enable easy identification and differentiation between agents.
- The Agent Identifier Name is for internal usage only and is not visible to end users.
Agent Personality Name
When creating a sales agent, another important detail to provide is the Agent Personality Name. This name is how the agent introduces itself to your customers.
Here are the key points to note about the Agent Personality Name:
- Multiple agents can share the same personality name for consistency.
- If unspecified, “Ciara” is used as the default name.