Novocall

Set up your call reps and invite to your teammate to access your widget from their own Novocall account.

To add and manage your teammate, navigate to "Inbound" > "Call Reps" from the primary navigation bar on the left side of your screen.

Manage your teammates under the Call Reps tab. To add a teammate, click on the Add button.

Upon filling up teammate details, you're required to assign them to a specific role.

• Assigning a teammate to a None role will give them neither an invitation to create Novocall account nor the access to the widget. If you turn their availability on, they will be able to receive calls in their working hours, without access to the widget.

• Assigning a teammate as a Call Rep will give them an invitation to create Novocall account and access to his related information in the widget. He will be restricted from some information such as leads assigned to other call reps and some settings such as billing.

• A Manager will be able to receive calls, authorized to manage call reps, and access all features in the widget except Billing.

• An Admin will be able to receive calls and have access to all of Conversations features.

  
  
  

After saving their personal information, complete the Call Reps setting, and click save.

Once a call rep is successfully added, you can see if they have created their own Novocall account and received the invitation to the widget under the Status column.