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Default Agents

📌 What is the Default Agents Module?​

The Default Agents sub-module in HelloMe lets admins assign default sending and receiving agents (and their branches) for each Tenant and Country.

This means the system knows which agent and branch to use automatically when:

  • There’s no specific agent manually chosen.
  • A new transaction, payout, or remittance needs a fallback agent.

It’s a way to keep operations smooth and automatic, even when customers or API calls don’t specify an agent explicitly.

✅ Purpose​

The Default Agents module helps HelloMe:

  • Map each Tenant to the right default agent and branch for personal and business transactions.
  • Ensure payments are always routed through an approved, pre-configured local agent.
  • Make transaction processing faster and more reliable.

📋 How It Works​

✅ Home Page​

Shows a table with:

  • Tenant: Which tenant this default applies to.
  • Country: Country for which the default agent applies.
  • Personal Agent & Branch: Default agent and branch for personal transactions.
  • Business Agent & Branch: Default agent and branch for business transactions.
  • Status: Active or inactive.
  • Actions: Edit or Delete the mapping.

✅ Filters​

Use filters at the top to search:

  • By Tenant
  • By Country
  • By Status

➕ Set New Default Agent​

Admins click “Set New Default Agent” to add a new default setup.
Here, they choose:

  • Tenant: Which tenant this default belongs to.
  • Country: Which country it covers.
  • Personal Agent & Branch
  • Business Agent & Branch
  • Status: Active or not.

🔗 How It Connects to Other Modules​

Related ModuleHow It Works Together
Manage TenantsEach default agent setup must belong to an existing tenant. The tenant provides the secure workspace and API keys for operations.
Manage AgentsThe default agent must be an existing agent in HelloMe. It’s the fallback helper for sending/receiving money when none is specified.
Manage BranchesThe default agent is linked to a specific branch to clearly define where the transaction flows physically or operationally.

✅ Practical Example​

Example:

  • Josh has a Tenant called Josh Wallet Nigeria.
  • For Nigeria, the default Personal Agent is Josh Agent Ltd with its Lagos Branch.
  • The Business Agent is Josh Corp, using its Abuja Branch.
  • When a customer sends money to Nigeria under this tenant, the system automatically routes it through these default agents if no other agent is chosen.

📌 Key Benefits​

  • Removes guesswork — HelloMe always knows which agent to use for a country and tenant.
  • Keeps operations running smoothly with clear fallback logic.
  • Ensures compliance by controlling which agents can process transactions for each country.

✅ Actions​

ActionWhat It Does
EditUpdate the default agent, branch, or country mapping.
DeleteRemove a default setup if no longer needed.

✅ How It All Fits Together​

Sub-ModuleRole
Manage TenantsCreates the secure workspace for an agent or branch.
Manage AgentsRegisters and configures the actual sending/receiving partners.
Manage BranchesDefines specific branch locations under an agent.
Default AgentsConnects it all — telling HelloMe which agent & branch to use by default for each tenant & country.

In summary:
The Default Agents module keeps HelloMe’s global payment flows automatic, predictable, and well-controlled — by connecting each tenant, agent, and branch into a clear map for every country served.