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:
- Click Add Agent.
- Set Agent First Name, Last Name and Phone Number.
- Optionally, create an Agent Login.
Creating a Login will allow the agent to log into Call Assist.
Creating an Agent Login:
- Check Create Login.
- Provide a valid Email address.
- Set Agent Role (Agent or Admin).
- Agent: Allows limited access to Profile, Dashboard, Calls, Leads, Agents, Teams.
- Admin: Allows full access to all sections.