What is agent view?


The Agent View option in the Online Client Portal allows you to see exactly what our Customer Experience Associates see while they’re taking our calls. We give you the option of reviewing this so we can troubleshoot any call-answering issues together.

Here’s how to get to Agent View after logging into your account online:

  1. Click Manage option from the left pane.
  2. You will find Agent View on the left side of the screen.


Note: If you have multiple sub-accounts, you will need to select the relevant sub-account to view the options corresponding to that account.