> For the complete documentation index, see [llms.txt](https://helpdocumentation.gitbook.io/user-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocumentation.gitbook.io/user-documentation/crm-v2/departments/agent-creation-and-scheduling-for-departments.md).

# Agent Creation & Scheduling for Departments

### Agent Creation & Schedule Setup

**1.** Go to **Menu → Departments**\
**2.** Click **Add Member** in your department\
**3.** Select a **Team Member**\
**4.** Choose Role: **Chat Agent** or **Manager**\
**5.** (Optional) Add **Agent Tags** (skills/language)\
**6.** Click **Save** to create the agent\
**7.** Click **View Agents → Calendar Icon**\
**8.** Set **Agent Status** (Available/Inactive)\
**9.** Select correct **Time Zone**\
**10.** Choose **Work Days**\
**11.** Set **Shift Timings** (add multiple slots if needed)\
**12.** Click **Save** to activate schedule

{% embed url="<https://youtu.be/XnIWuSYDZVY>" %}


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# Agent Instructions
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