Managing agents

Go to Dashboard > Agents in the portal.

Click Add agent. Fill in:

• Agent username (4-20 characters, letters and digits, will be uppercased)
• Agent password (you choose, 4+ characters)
• Full name

The agent is created instantly on your platform. You can then share the agent magic URL with them, or have them log in via the agent URL with their username and password.

Each package has a fixed maximum number of agents. The portal will refuse to create more than that. If you need more seats, contact us to move up.

Go to Dashboard > Agents.

Find the agent. Click Reset password.

Type the new password. Click confirm. The change takes effect immediately. The agent must log out and back in with the new password.

You can repeat this as often as you need. There is no rate limit on password resets from the portal.

Go to Dashboard > Agents.

Find the agent. Click Delete agent (or the trash icon).

Confirm in the dialog.

What this does:

• Disconnects the agent immediately if logged in
• Removes their account from the platform
• Releases their seat (so you can add a replacement)
• Cleans up their phone configuration

The agent's historical call logs and dispositions are kept for your records.

Open the live floor report (the real-time report linked in your activation email, also available from your admin interface) to see your whole floor at a glance - who is on a call, who is paused, who is idle, plus calls in progress and the campaign's pacing as it happens.

Supervision is built in, on every package:

• Click LISTEN next to any agent to hear their calls silently - and monitoring stays locked on that agent across call endings and wrap-up, so you can coach through a whole run of calls
• Press a key to whisper (coach your agent privately; the customer hears nothing) or barge (join the call three-way)
• An on-screen status shows when monitoring is active, with one-click stop

Your portal sidebar also has an Agents page that shows status and lets you quickly reset passwords or kick stuck sessions.