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Knowledge Base Agents & B2B

Create Agent Apps

If your agents need to create orders on their own, you can set up a dedicated app for them. The Agent App is a simplified, mobile-friendly portal where agents can manage their customers and submit orders without needing access to your full system. This guide walks you through how to create the app and give your agents access to it.

Agents & B2B Last reviewed 2026-04-28
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Related

  • Create an Agent Price List
  • Introduction to B2B
  • Set up an Agent Workflow Account
  • Track Agent Orders
  • Add Agent Groups
  • Add an Agent

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