Agents

Add agents, use the browser softphone, log dispositions, and manage callbacks.

Create agent accounts and send invite links from the admin dashboard.

Import multiple agents at once using a CSV file upload.

Set geographic state and product category restrictions on individual agents.

How to connect, receive calls, and use the browser-based softphone as an agent.

Record call outcomes after each call — Sale, Appointment, No Sale, and more.

How the automatic wrap-up pause works after each call ends.

Capture carrier, premium, policy number, and split agent details when logging a sale.