How to activate an agent account?

Need to add a new team member to CallHub? This guide shows you how to create and activate an agent account so they can start making calls or sending messages in Call Center and Peer-to-Peer Texting campaigns.

Step 1: Add Agents

From your manager account, go to Agents > Add Agent. You will now see two options:

1. Add Individually – Enter Email and Username for each agent one at a time.
2. Import Agents – Upload a CSV file to add multiple agents at once.

Step 2: Agent Account Activation (Web Version)

1. Once the agent has been added, CallHub sends an activation email to the agent’s email address.
2. The agent must click the activation link in the email to activate their account.
   
3. They will then be prompted to set a password for their account.
   
4. To log in directly after setup, agents should go to https://app.callhub.io/login/ and enter their username and password (the username is provided in the activation email).

Step 3: Agent Account Activation (Mobile App)

1. Agents should tap the activation link from their mobile device.
2. The link opens in the default browser, where they can set their password.
3. Next, they tap “Open CallHub” to switch to the CallHub Mobile App.
4. Using their username and password, they can now log in to start making calls or sending texts.

Note: Usernames and passwords are case-sensitive.

That’s it! Once agents are created and activated, they can log in from the web or mobile app and start participating in your campaigns. For teams adding multiple agents, the CSV import option makes setup faster and easier.