How to Add Agents to a Live Campaign

On the “Assign Agent” tab, select the campaign you’re allocating to agents using the dropdown menu.

The Agents section manages the users assigned to campaign operations. These agents are responsible for calling leads within campaigns. Administrators assign agents to specific campaigns to distribute workload efficiently.

The Agents section manages the users assigned to campaign operations. These agents are responsible for calling leads within campaigns. Administrators assign agents to specific campaigns to distribute workload efficiently.

How to Add Agents to Campaign

How to Add Agents to Campaign

Open Campaign Manager then click Agents.

2. Once this is done, pick a user from the “User” menu 3. After picking an agent, the next step is assigning campaign roles; Agent, Supervisor, Admin 4. Check these campaigns details for accuracy, then click; “ASSIGN TO CAMPAIGN” to complete this process.

Assigned Agent

Once agents are assigned to a campaign, their activity can be viewed in the Assigned Agents tab. This section displays key information about each agent, including Agent Name, Email, Extension, Role, Status, and Action. If multiple campaigns or a large number of agents are involved, the tab provides dropdown filters that allow administrators to quickly sort agents by role or status, making it easier to monitor availability and manage campaign participation. The search bar at the top indicating “Search Agents” also lets you search for an agent individually by name. You can: View agent activity. Assign agents to campaigns. Monitor agent availability.

Best Practices

Assign enough agents to handle the campaign volume. Monitor agent performance regularly. Ensure agents are properly trained before assigning campaigns.