Accounts

Creating an account

Select the 'Accounts' tab and click on 'Add New Account'.

Fill out the information for the new account and click on 'Save' at the bottom of the screen. A single OpenAnswer account number may contain multiple sub-accounts. Each sub-account can be customized independently with its own agent scripts, delivery methods, etc.   Once the account has been saved, scroll down to the bottom and click on 'Add Sub-Account' and fill out the necessary information about the new sub-account. Refer to the section 'Creating a Sub-Account' for more information.