Pre-activated Agent creation on CallHub

Want a volunteer or new agent logging in and taking calls the moment you create their account, instead of waiting on an activation email? Here's how to create a pre-activated agent.

Why use this

A pre-activated agent account is active the moment you create it. It can log in right away, join campaigns instantly, and doesn't need to wait for an email activation link before it's usable.

This is worth using whenever activation delays would slow you down: when you need volunteers calling immediately, when you're managing a large team (100+ agents), when you're setting up shared devices for calling, or whenever you'd rather not wait on activation emails at all. Creating agents this way removes the onboarding bottleneck entirely, so you can build and deploy your calling team on your own timeline.

Before you start

• Role required: Campaign Manager access.
• Time: instant activation, whether you're adding one agent or importing many.

⚠ Save the agent's password as soon as you set it. CallHub doesn't display or store it anywhere after creation, so if you lose it, you'll need to reset it before the agent can log in with it again.

Create a single pre-activated agent

1. On the left navigation bar, click Agents, then open the Add Agent dropdown.
2. Choose Individually.
3. Enter the agent's username and email address.
4. Turn on the Activated Agent slider.
5. Enter a password for the agent.
6. Click + Create Agent.

Create pre-activated agents in bulk

7. On the left navigation bar, click Agents, then open the Add Agent dropdown.
8. Choose Import Agents, then upload a CSV file listing the agents you want to add,
9. Map the CSV columns to the default agent contact fields.
10. Select the Activate All Agents checkbox.
11. Enter a password to apply to all imported agents.
12. Click Start Import.

What unverified agents can (and can't) do

Pre-activated agents can work immediately, but you still manage email verification separately. Until an agent verifies their email, they'll see a prompt on the agent console asking them to verify it to receive campaign notifications.

To verify, the agent goes to their profile or settings, clicks Verify Email, and completes the verification from the email CallHub sends them.

Notes & limits

ⓘ If an agent changes their account's email address, CallHub resets their verification status. They need to verify the new email before notifications resume, and nothing goes to the new address in the meantime.

FAQs

Can I see the agent's password after I create the account? 
No. CallHub doesn't display or save it anywhere. Save it yourself before you move on, since you'll need to share it with the agent.

Can pre-activated agents work before verifying their email? 
Yes. They can log in, join campaigns, make calls, and use the dialer immediately. They just won't receive campaign notifications or system emails until they verify.

How does an agent verify their email? 
From their profile or settings, they click Verify Email, then complete the verification from the email CallHub sends.

What happens if an agent changes their email address? 
CallHub resets their verification status, and they need to verify the new email before notifications resume.