Adding Agents and Users

Agents are members of your sales team.

Call Assist will call your Agents when:

• A new lead comes into your system.
• A lead dials 1 after listening to your recorded sales message.

Add an Agent for each person within your organization that you would like Call Assist to call.

• Agents can be targeted directly or as part of a Team.
• Agents must have a valid phone number.
• Agent can set their own schedule.
• Allow Agents to log into My Call Assist by also creating an account.

Creating an Agent:

1. Click Add Agent.
2. Set Agent First Name, Last Name and Phone Number.
3. Optionally, create an Agent Login.
   Creating a Login will allow the agent to log into Call Assist.

Creating an Agent Login:

1. Check Create Login.
2. Provide a valid Email address.
3. Set Agent Role (Agent or Admin).
   

Roles:

• Agent: Allows limited access to Profile, Dashboard, Calls, Leads, Agents, Teams.
• Admin: Allows full access to all sections.