How to activate an agent account?

Want to add a new team member to CallHub? A quick guide to activating a fresh agent account and getting them started on campaigns.

Agent accounts are used in the Call Center and Peer to Peer Texting campaigns to make calls or send messages. To create agents, you need to navigate to "Agents" in your manager account and click on "+ New Agent."

After the agents are created, you may assign them to the active campaigns. Below are step-by-step instructions to activate an agent account.

Activate an agent account(Web version) - 

• When an agent is created in the dashboard, an account activation email is sent to the email ID given in the account creation.
• The agent will have to click on the activation link in the email to activate the agent account.

• The agent can set the password for their account and log in by clicking on the link in the email.

• To log in directly after the account is set up, you need to go to https://app.callhub.io/login/ and enter your agent username and password. The agent username will be provided in the activation mail, which is sent while the account was created.

Agents using the Mobile App - 

The agents need to tap on the activation link from the mobile devices to activate the agent accounts. Here, the link will open in the default browser. The agents need to set up a password to complete the activation steps.

Next, they need to tap on "Open CallHub" to navigate to the Mobile App and use the username and the password to log in to make calls or send messages.

Note: Usernames and passwords for both agent and admin accounts are case-sensitive.