How to Remove Agents from Observe.AI

Removing agents from the Observe.AI application will also remove the agent's historical data.  We do not recommend agents be removed from the application, however should you wish to remove agents , please reach out to your Observe.AI CSM.

If an Observe.AI CSM is not assigned to your account, please submit a support request using these instructions. 

PRO TIP: If an agent is no longer with the company, deactivating the user will allow their historical data to be preserved. The deactivated agent can then be placed on a ‘Team’ named Expired User or Previous Employee for archival purposes.

Reference Additional Articles Below:

How to deactivate a User

Creating Teams