The Update team section of Settings is where you maintain your agent roster. Forepost uses each agent’s ticket volume and CSAT score to populate the Team view in the dashboard and to personalise the AI Daily Brief. Flagging an agent for review lets Forepost call out specific performance concerns automatically so you don’t have to track them manually.Documentation Index
Fetch the complete documentation index at: https://docs.forepost.ai/llms.txt
Use this file to discover all available pages before exploring further.
Add an agent
Add a new agent
Click the + Add agent button (shown with a dashed border). A new row appears with fields for the agent’s name and performance data.
Fill in the agent details
Enter values in each field for the agent. See the field reference below for what each field expects.
Agent fields reference
| Field | What it captures |
|---|---|
| Name | The agent’s name as it appears in the Team view and the Daily Brief |
| Tickets (weekly) | The number of tickets the agent handled in the current week |
| CSAT % | The agent’s individual customer satisfaction score |
| Flag for review | Check this box to mark the agent for performance review |
| Note | Optional context displayed alongside the review flag — only visible when the agent is flagged |
Flag an agent for review
Check the Flag for review checkbox on any agent row. Once checked, a Note field appears beneath it — use this to record the reason for the flag (for example, “Response times elevated this week” or “CSAT dropped 4 pp month-on-month”).Remove an agent
Click the × button on the right side of the agent row you want to delete. The row is removed immediately on the page. Click Save changes to make the removal permanent.You can add up to 10 agents per workspace. The Team view in the dashboard displays all agents whose name field is not blank — make sure every agent row has a name entered before saving.