Onboarding

Step-by-step guides for new agents and publishers joining SureConnect.

Everything you need to know as a new agent: accept your invite, set up your account, connect the softphone, and take your first call.

Browser requirements, microphone permissions, and fixes for common softphone connection issues.

A walkthrough of what happens when your first call rings: accepting, whisper messages, call controls, and logging a disposition.

A condensed guide for new publishers: connect Twilio, create a campaign, add a tracking number, invite your first agent, and test.