Applicable Plans: Sprout, Blossom, Garden, Estate.
ADDING NEW AGENTS
Click on Admin > Agents (Users) > New Agent (User)
Add agent email address and the role you want for your agent
The various agent roles you can assign in Freshcaller are:
Agent: Can take or make calls, access the agent dashboard and call logs, can also access contact information.
Supervisor: Can perform all agent related activities and access reports but cannot access or change configurations in the Admin tab.
Admin: Can configure all features through the Admin tab but is restricted from viewing Account or Billing related information.
Account Admin: Has complete control over the product including access to account or billing related information and receives invoices.
- Once the role is assigned, click Add Agent. After adding your agent, the agent name and their email address would be visible in the Agents tab.
ADDING NEW TEAMS
NOTE: Teams cannot be added under the Sprout plan
Click on Admin > Teams > New Team
Add a team name and the agents from the list of agents you have added in your Freshcaller account
Click Add Team
Once team information is added, the team name and the number of agents in the team can be viewed in the Teams tab.