Agent Dashboard Banners

Feature Overview:
Agent Dashboard Banners are a new feature in Call Tools that allow admins and managers to display messages directly at the top of the Agent Dashboard. Use them to share real-time updates, bonuses, important notifications, or motivational messages with your team.

How to Create an Agent Dashboard Banner

1. Navigate to the Banners Page

   • Go to the Account menu.

   • Click on Agent Dashboard Banners.

2. Create a New Banner

   • Click the “Create New” or similar option.

   • Enter a title for your banner (e.g., Bonus Banner).

   • Add your message content (e.g., "Next appointment set gets a $50 bonus!").

3. Customize Your Banner

   • Activate the banner by toggling the Active switch.

   • Choose your background and text colors to make it stand out.

   • Select whether to show the banner to:

     • All Agents

     • Specific Agents (based on your team preferences)

4. Save the Banner

   • Click Save to publish the banner.

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📌 How It Appears to Agents

Once active, the banner will appear at the top of the Agent Dashboard screen for the selected agents. It’s highly visible and ideal for:

• Real-time announcements

• Sales contests

• Daily goals

• Important system updates

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💡 Pro Tips

• Keep messages short and clear.

• Use colors strategically to highlight urgency or importance.

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❓Need Help?

If you have any questions or run into issues, reach out to our Support Team for assistance.