How to add agents?
Start managing your team by adding your consultants!
Piotr Wiśniewski avatar
Written by Piotr Wiśniewski
Updated this week

To create consultants who will answer the calls, please go to the My Team tab and start adding your team members.

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 Teammember

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 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 consultants.

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