How to View Agents Dashboard?
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Upon successful login, you land on the Campaigns dashboard.
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Navigate to the left-hand menu.
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From the options available here, click the
button. Doing so takes you to the Agents dashboard.
Figure 84 Agents
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Here, all the existing agent profiles are listed.
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The count for leads assigned to each agent is displayed on the right corner of their profile picture.
Figure 85 Leads Count
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A count of the integrations an agent is assigned to is displayed below their profile picture.
Figure 86 Integrations Count
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The status of the agent is displayed below their profile picture.
Figure 87 Status
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The company(s) assigned to the agent are listed at the bottom of their profile.
Figure 88 Companies
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If you are logged in with a company account, only the agents to whom your company is assigned are displayed.
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In case you have an agency account, agents assigned to all companies are displayed and you can filter the agents using the Company filter at the top-left corner.
Figure 89 Companies Filter
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Moreover, you can search for a specific agent profile using the search box at the top-right corner.
Figure 90 Search Field
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To create a new agent, click the
button next to the search field.
Figure 91 Create Agent
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Clicking an agent profile opens their performance stats in a panel on the right side of the screen.
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You can filter the leads the selected agent got on the basis of a specific date range using the date range filter.
Figure 92 Date Range
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Moreover, you can also filter the leads on the basis of a specific company using the Company filter.
Figure 93 Company Filter
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A pie chart below these filters depicts the response time of the selected agent.
Figure 94 Response Time