# Agent Mapping

**Steps for adding agents to your organization.**

1\.  Go to settings icon.

<figure><img src="https://lh7-us.googleusercontent.com/IInNiYnS5pzlx1tbxLBE9CCoI1JBfZnkc__ktVOFLFGeXUCVsJCorzwhyIY7UpGpJaultog_oSnk6FCFTyibHti_g3mYZuRyHB57BM-eyp7twWbje53EJA4fjI2YSMQP5zqNqDOdFPA7" alt=""><figcaption></figcaption></figure>

2\. Select Users and roles tab.

<figure><img src="https://lh7-us.googleusercontent.com/MPuM4mt9GtLBwubU0xbAwsO2IDgKrRQs0ttW4_vdk5bjTkWXa90P24A1DCkbR5ZPhFBWjKtZsAeqUBFw_l92rX3NIxa6xAz8Ljw_EMeskBXewDowHFF6o-kjdfqrd-hIZFwZK5RSoZRGfJzQ0-IITg" alt=""><figcaption></figcaption></figure>

3.Click on Invite tab.

<figure><img src="https://lh7-us.googleusercontent.com/J6g6oJjfim6rJmNZhIB-DZmcqw-U-wgIlvSDJoBpX28Ctj2YzWOuytqo5wMlDvcA0eIClfFyQFw-Ml_aChgA-e0KFLvFEzVKVbTmCwVzMqIPET8qwHHbB0XiIXw52lvsIB6WSwQ9E4sDoMUECJpPbQ" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://lh7-us.googleusercontent.com/gltSKeJZ7pP4TvYGuSn-b5UBitYuzPOaaTxu4p_8GE2b21RoXEbonQ9smjvUb9GZWw1M5NCD69EtI5Jh4jDJ_xytxL6I5wdR7SIZpvZCp82rL8YAIfuEz7YipnK56Gzp7ICZf2Ui3iTY" alt=""><figcaption></figcaption></figure>

\
\&#xNAN;*<mark style="color:yellow;">**Once executed, click on the invite button.**</mark>*

\
**Steps for Agent/Salesperson :**

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

*<mark style="color:yellow;">**\~ How to create an account with SaleAssist? Follow the steps mentioned below**</mark>*

1.Go to [my.saleassist.ai](http://my.saleassist.ai).

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

<figure><img src="https://lh7-us.googleusercontent.com/df-RmrqwqffaRqCbI_KCIdItXTrgmqyXa1oTf5QZYCJVoX0QsqwdR-1lXBj7KTVPv-sFLLFvTxn_gKfuehWAMABWnY7Bx06anT3dcyzFNllx4uURXR-J7Y7UsRqNKyXDbPdvMu4pZ37IVt6qBqmpO8g" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://lh7-us.googleusercontent.com/Rd_rH7dNkiHeoReJncW_Lsfi5fWLc6qKyYYhnBwfaVPZc9nOyfSvvNRdQy9H_sXscqwM6OOOQH6sveugM0_zI3zDxQMh79JW5NLaBfxw6oYYcyxPFNdk54SXWj_BJIisTSMzhriJIzGTB1dX2_Qk5_s" alt=""><figcaption></figcaption></figure>

*<mark style="color:yellow;">**Now, you need to click on the verification link and sign into your account!**</mark>*

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

1. Click on the notification icon&#x20;
2. Tap on View all notifications.

<figure><img src="https://lh7-us.googleusercontent.com/URHNLVEv7NZEnns7WrAPy-Pw-MWdX8kz9RiL5TjjWMRUr6Xcu0P5KrK-WHeB7xqYE0VF1VLhmwHbOMtynhb4gFuM0rsRhMml9kS6V427hUkvMa8P1GjJPyViYnHLz7vdrzI7xnkjA3ZMet3Nh0QWMYY" alt=""><figcaption></figcaption></figure>

3. After all, click the accept button.&#x20;

<figure><img src="https://lh7-us.googleusercontent.com/NhMUXBx5KT7PABve3RN4aLnUzMj-0p9DAEvuN_5fyYr6UgV9yxWFUD9EU37_JR86zBB6ngObeLH5h3sy7JhCQPioxdNcVEQQNxkbtS2N-01r_--I8Fv-C5FkS8ZMX8c0SaSQzDZOpv7oMbYJFwCRik4" alt=""><figcaption></figcaption></figure>

<br>

***After completing above steps by Agent side, below steps to be followed  by\*\*\*\*&#x20;**<mark style="color:red;">**Admin**</mark>**&#x20;\*\*\*\*to map respective agent/salesperson.***

\
**Adding Agents:&#x20;**<mark style="color:yellow;">**For Admin.**</mark>

&#x20;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.&#x20;

<figure><img src="https://lh7-us.googleusercontent.com/RPF3SfB-dYo9-BPc5Jh6BJ369188i9Ey3m9hobBcLxdMUvVjQMnDnhiD4VmVIbIyPBtUsYzdrvOQ-kTSW3c7CPG1DhWRpFxwpX9-XUgt7aKroHU0h99VLk6CHrPm0kEFpVSVFO7-Rz10MRHvQf40OA" alt=""><figcaption></figcaption></figure>

<br>

**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)

<figure><img src="https://lh7-us.googleusercontent.com/TaKA3NHOn_xLiTUMM0NetqyQ7foCQRmtJN4szssFrQIHufJWZ4Oc_jv5En9V-nbjMCHDaYVUbSnZAMNfY9iWGI_aOENHPMyLHBtq4xk6ktj2m7gAfCzNlMqkgz9nQCgvI1hHRpB1TIVO" alt=""><figcaption></figcaption></figure>

<br>

**Location based routing:**

&#x20;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.

<figure><img src="https://lh7-us.googleusercontent.com/xLziC9kwGeHBR2Rw46aUIKs7ECxtnQnztK0Xl6iNLOzn6XegRETrGomR_uViwZ82cIUENWpVrQQ468spqZNw2K-0DvNMGIenrtkObpDT-g3GpG9A9xz6QPhYF-ntQAvMjr0RPwHxfpHT" alt=""><figcaption></figcaption></figure>

<br>

**Scheduled calls routing:**

**Y**ou can adjust your call slots and days from here.

<figure><img src="https://lh7-us.googleusercontent.com/e4y9XVCLsOuTX7sLfKdLpNX2303qSijO1cNwyk5QwITA3lb7drZVi9AcsFisSyyw3N0oD4zWmIS3cBk91QMpKCm_1JhPz_IEy6_8zrxC34iZ2LXGIrGI-bDqKnUH2JpO4ZzYlcVXAmNgGfuveho3vw" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://lh7-us.googleusercontent.com/tkIJvhQCfMcbET3cGeq-aY5PadCAa8z00Zhx3pJsrdyZRw6I55o9IUnAiQ7ZMGET81qiheZeW8ut1X3p9K1Bq2GQLGlpv0vg6YSfe9DXkxopnCNsgq_i7pvEL4-l2m583D2Vg047boOl" alt=""><figcaption></figcaption></figure>

***Note:- Always remember to save the modifications.***

**Questions?**

**Please feel free to reach out via&#x20;**<mark style="color:blue;">**<support@saleassist.ai>**</mark>**&#x20;if you need any help:)**<br>

<br>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.saleassist.ai/integration-guide/agent-mapping.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
