Agent Mapping

Your working hours, working days, and break times can all be changed from here. You must invite agents to your organization before adding any to the call-answering team.

Steps for adding agents to your organization.

1. Go to settings icon.

2. Select Users and roles tab.

3.Click on Invite tab.

4. Now you need to add your agent’s email address and assign roles as agent/admin to them.

Once executed, click on the invite button.

Steps for Agent/Salesperson :

Once an admin invites any agent/salesperson, the agent/salesperson needs to create their account on my.saleassist.ai using the same email address which has been invited by their organization.

~ How to create an account with SaleAssist? Follow the steps mentioned below

1.Go to my.saleassist.ai.

2.Using the sign up now option or sign in with google, you need to create your account.

3. Once you add your email address and set a password you will receive one verification email on the same email address.

Now, you need to click on the verification link and sign into your account!

Thereafter, they will receive one notification which they need to accept.

1. Click on the notification icon

2. Tap on View all notifications.

1. After all, click the accept button.

After completing above steps by Agent side, below steps to be followed by Admin to map respective agent/salesperson.

Adding Agents: For Admin.

You can add your default agents for answering calls from here .The list of agents you added in your organization will be shown up in the drop-down.

Form Based Routing:

If you have multiple categories like Sales/About us/Pricing etc. then as per the selection from customer the call can be routed to the specific set of people respectively. (The multiple options can be created in Lead capture form in “User Experience” widget settings)

Location based routing:

You can mark a particular location on the map, and assign an agent to answer the call of the same location store by adding their Email address or phone number with country code.

Scheduled calls routing:

You can adjust your call slots and days from here.

Availability:- You can set your working hours, break hours, working days and non working days from here.

Note:- Always remember to save the modifications.

Questions?

Please feel free to reach out via [e-mail] if you need any help:)