Agents

0online

0idle

0offline

0external agents

0internal users

Name	Role	Status	Assigned queues / campaigns

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External Agents are lightweight, project-scoped contacts — they receive appointment hand-offs and calendar invites without becoming full platform users. Invite by email; they authenticate only to their assigned calendar. Useful for offshore teams, partner closers, or field reps.

0 External Agents

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Select an agent

External Agent

Contact info

First Name

Last Name

Work Phone

Dialing profile

Area Code (outbound caller ID region)

Used to match the agent to callers with local numbers in this region.

Time Zone

Appointments are scheduled in the agent's local time.

Calendar integration

Google Calendar Integration

Appointment dispositions are pushed directly to the agent's Google Calendar.

Marks the agent as invited and links their calendar in the record. (Email delivery configured separately.)

Agents

Invite User

Add External Agent