Field reference
Create an agent
Before creating the User record, make sure the supporting configuration exists.1
Create the SIP device
Register the agent’s endpoint in SIP Devices so it can be assigned as the default device.
2
Create or pick a User Role
Define permissions in User Roles. Set Call Center Mode to Yes for any agent handling campaign calls.
3
Create or pick a User Group
Group the agent into an operational team in User Groups so campaigns can route to them.
4
Create the user
Click + Create User, fill in Username, Full Name, Email, User Group, User Role, Default SIP Device, and Call Recording preference. Enable Status to activate the account.
Related
User Roles
Permission templates.
User Groups
Team containers.
SIP Devices
Voice endpoints.
