Agency Accounts: Inviting New Agents

Inviting agents to your agency account is quick and straightforward. Follow these steps:

1. Sign In to Your Agency Account

• Open Chrome and log in to your Agency Account on AllCalls.io.
  
  

2. Invite Agents

• Navigate to the Invite Agents tab in the left-hand menu.

• Click the Add New button at the top of the page.

• Fill in the following details:

  • Agent’s Email

  • Agent Type

  • Call Vertical(s) you want the agent to access.

• Click Invite to send the invitation.
  
  

3. Agent Types Explained

• Internal Agents:

  • Designed for LOA agents whose managers cover the cost of leads.

  • Call costs are deducted from the agency’s balance.

  • Agency owners must set a daily call limit for these agents in the My Agency tab before they can start taking calls.

• Independent Agents:

  • Independent agents pay for their own leads and can add funds to their accounts.

  • Managers have the option to contribute additional funds to these accounts.

• Sub Agencies:

  • Sub Agencies have all the capabilities of a regular agency, except they cannot view their upline’s downline agent information.

4. Agent Registration

• The invited agent will receive an email with a registration link.

  • Note: Ask the agent to check their spam folder if they don’t see the email.

• Agents must complete their registration before they can log in and start taking calls.

By following these steps, you can seamlessly invite and onboard agents to your agency account. If you encounter any issues, feel free to reach out to our support team for assistance!