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

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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 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):

Department's agent - Have access to the calls and recordings of the departments to which belongs.
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​Agent - Have access to the calls and recordings that they handled.
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​Manager - Have access to all calls and recordings from widgets to which he/she is assigned.
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​Editor - Can make changes to the widgets he/she is assigned to, and have access to all calls and recordings.
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​Admin - Have access to all functionality, and can change and edit any settings. Don't have access to the payment tab.
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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 consultants.