Adding an Agent

Last Updated : Jan 27, 2025 |

Procedure

  1. In the navigation pane, click Proactive Outreach > Manager.
  2. On the Agents menu, click Agent Configuration.
  3. On the Agent Configuration page, click New Agent.
  4. Type the appropriate values in the following fields:

    • Agent ID

    • Agent Name

    • Organization

  5. Click Save.