Create and Manage Call Agents
This article answers the following questions:
This article guides you through setting up and managing Call Agents in noCRM. You'll learn how to assign agents to campaigns, configure their access, and understand what they can and cannot do.
Call Agents work within a simplified environment focused entirely on outbound calling and lead follow-up, making your operations more efficient.
What is a Call Agent?
Call Agents are users in noCRM who are assigned to Call Campaigns. They operate in a simplified view where they can access one lead at a time, log calls, update statuses, and add notes—without accessing the full list of leads or campaign settings.
How to assign agents to a campaign?
When creating or editing a Call Campaign:
- Scroll to the Call Agents section.
- Select one or more users to assign as agents.
- Save the changes.
Agents can be assigned at any point, even after the campaign is published.
Only admins can assign Call Agents to campaigns.
Agent access rights and limitations
Can multiple agents be assigned to a campaign?
Yes. You can assign multiple agents to a single campaign. Each agent will receive one lead at a time and can proceed independently through the call flow.
What level of access do Call Agents have?
Call Agents only have access to:
- Campaigns they're assigned to
- Leads currently assigned to them through the campaign
They do not have access to the prospecting lists, all leads neither any admin settings.
Can agents access prospecting lists directly?
No. Prospecting lists are only visible to admins. Agents receive leads created from those lists through the Call Campaign logic.
Can agents update lead details or add notes?
Yes. When a lead is assigned, Call Agents can:
- Change its status
- Add a comment or activity
- Use pre-configured lead actions
This ensures agents can follow up effectively while maintaining a clean and structured process.
What happens if no agents are assigned?
If no agents are assigned, the campaign will be live but inactive—no leads will be distributed until at least one Call Agent is assigned. Make sure to review agent assignments before launching a campaign.
