- In the left menu, go to Modules > Automation > Agents.
- Edit the desired agent with the pencil icon.
- Locate the Linked agent field.
- Click the field: a dropdown with a search bar appears.
- Type part of the agent name to filter the results.
- Click the desired option to select it.
- Save.
The link ensures tasks are routed to the correct agent and that attendance flow tracking stays organized.