To create consultants who will answer the calls, please go to the My team tab and start adding your team.
Let’s begin by adding a consultant:
1. Click on the My Team tab
The first consultant by default is always the Account Owner - the person who registered and set up the account
2. Click Add Consultant
3. Enter the necessary details of your consultant (name, phone number). Here you can also choose the role for your consultant (level of access in the CallPage account):
4. For security reasons, please verify the number. You can choose either: Send code via SMS or Call. Type the validation code and submit it using the form below.
5. Assign your consultant to the widget by clicking Edit consultant > Assignments:
6. Choose widgets for the consultant:
Congratulations! You’ve just configured the basic settings of your widget work.
If you have any problems with managing the team, contact us :)
We will help you to set up a team of consultants.