To create Agents who will answer the calls, please go to the My Team tab and start adding your team members.
Let’s begin by adding an Agent:
1. Click on the My Team tab
The first Agent by default is always the Account Owner - the person who registered and set up the account
2. Click +Add Teammate:
3. Enter the necessary details of your Agent (name, phone number). Here you can also choose the role for your Agent (level of access in the CallPage account):
4. For security reasons, please verify the number. You can choose either: Send the code via SMS or Call. Type the validation code and submit it using the form below.
5. Assign your Agent to the widget by clicking Edit teammate > Assignments:
6. Choose widgets for the Agent:
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 Agents.