Manage - Agents - Agent Info section

Questions / Support Articles related to the Agents - Agent Info section

How can I update an Agent’s email address?
To update an agent's email address, navigate to Manage --> Agents, click Edit for the user you wish to update, click in the Email area and update the...
Thu, Jul 8, 2021 at 4:26 AM
What is the “Contact #” used for on the Agent's profile?
The "Contact #" on the Agent's profile is to add an alternate phone number for the Agent (a non-Ricochet phone number) which can be used, with...
Thu, Jul 8, 2021 at 4:27 AM
Can I cap my Agents’ ability to receive new leads?
You can set a cap for an Agent's new/fresh leads by going to Manage --> Agents, click Edit for the user you wish to adjust, and in the Fresh Lead Cap...
Thu, Jul 8, 2021 at 4:31 AM
Can I cap my Agents’ ability to receive Inbound IVR calls?
You can set a cap for an Agent's ability to receive a certain number of Inbound IVR calls by going to Manage --> Agents, click Edit for the user you ...
Tue, Aug 17, 2021 at 6:56 AM
Can I add a Custom Caller ID for my Agent?
To add a custom outbound caller ID for an Agent, two steps need to be completed: 1. Navigate to Configuration --> Company Settings --> User Experienc...
Thu, Oct 7, 2021 at 12:32 PM
Can I have my Agent see Company Voicemails inside the Ricochet system?
If you want to have your Agent or any other non-Admin user see Company Voicemails in Ricochet, you can enable the setting by going to Manage --> Agents, ...
Tue, Aug 17, 2021 at 7:06 AM