Call Center and Agents

The call center lets you add independent agents to confirm and follow up on orders on your behalf, each with their own separate login.

Note: the call center feature is available starting from the Pro plan and above. See Subscription and Billing for details.

Adding a new agent

1. From the dashboard, open the Call Centers section.
2. Click Add Agent and enter their username and password.
3. The agent gets a separate agent-only login link (different from the main dashboard login link).

How order distribution works

• When a new order arrives, it can be assigned to an available agent automatically or manually.
• Each agent only sees the orders assigned to them, and can confirm them, edit their details, or contact the customer to confirm the order.
• Once an agent confirms an order, it's automatically uploaded to the selected delivery company — see Delivery Company Setup.

Important notes

• Agent accounts are completely separate from store user accounts (don't use your own login to sign in as an agent).
• You can disable an agent's account at any time without deleting their data or the record of orders they handled.
• When re-enabling a disabled agent's account, don't do it just by editing their name — use the dedicated activation control, so login access isn't unintentionally restored.