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Assigning a Phone Agent to an End Customer

These actions can be taken by admin users in the Admin Dashboard.

After purchasing a phone agent, navigate to the Phone Agent Tab.

  1. Click Create New Agent

    Create New Agent button on the Phone Agent page.

  2. Select a Phone Number

    Create New Phone Agent dialog showing phone number selection and the Next button.

  3. Click Next

  4. Configure the New Phone Agent

  5. In the "Permission Setup" Section, decided which tenant you would like this phone agent to belong to.

    Phone agent setup form showing the Assign to Tenant dropdown in the Permission Setup section.

  6. Continue with the Settings Configuration

  7. Finalize the Email Confirmation

  8. Click Create Agent

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