Requesting a new agent source

Overview:

Request a new agent source in Creovai.

Required:You must be a Creovai admin to perform this task.

Request an agent source:

  1. At the top of this article, click the Submit a request button.

    Tip: If you don't see the button, click on the Admin-request-new-agent-source-tip.png   icon. The button will appear on the left hand side of the screen below the Creovai logo.

    Admin-request-new-agent-source-step1.png
  2. Fill out the Submit a request form with your request information. An example of how the form should be filled out is shown below.
    Admin-request-new-agent-source-step2.png
  3. Once you have filled out the form, click the Submit button.
    Admin-request-new-agent-source-step3.png

What's next?

Assigning agents to an agent sourceAdding a new agent



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