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Signing in as an agent

Your first sign-in, the difference between your account and the administrator's, and where you land.

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Aula gravada na plataforma real. O cursor, as legendas e o destaque existem só no vídeo.

As an agent you have your own sign-in inside the company's account. You use your own email and password, but you work on the company's data — conversations, contacts and numbers belong to the account, not to your sign-in.

Agent Inbox
The agent lands straight in the Inbox.
Side menu
The menu shows only what your role has unlocked.
A short menu is not a bugIf a colleague sees an item you do not, the roles are different. The menu is built from permissions — what is hidden is hidden on purpose.

Your identity

Agent identity
Your name and photo at the top.
Profile menu
Profile, theme and sign out.

What is yours and what belongs to the account

Working screen
You work inside the company's account.
  • Yours — sign-in, password, photo, language, theme and notification preferences.
  • The account's — conversations, contacts, labels, quick replies, connected numbers.
  • When you leave the team your access is switched off and nothing disappears: the history stays with the account.
Final screen
The day-to-day working screen.
Never share your sign-inEverything done through it is recorded under your name — including in the agent reports. If someone else needs access, ask the administrator to invite them.
  1. Open the link the administrator sent (or the panel address).
  2. Sign in with your email and your password.
  3. You land in the Inbox.
  4. Check in the menu which modules your role unlocked.
  5. Start with the conversations assigned to you.