TL;DR: Invite agents by email from the team admin Dashboard. They accept, sign in at app.asksayso.com, download Sayso, and start calling on your team's hours. Invites expire after 7 days.

Invite an agent

1. Sign in at app.asksayso.com as a team admin
2. Open the team admin Dashboard
3. Click to invite a team member and enter their email
4. Choose their role: Agent or Admin
5. Send the invite

Ask agents to use a personal email they'll keep. Login emails can't be changed later.

What the agent does next

1. Opens the invite email and accepts
2. Signs in at app.asksayso.com
3. Downloads Sayso from app.asksayso.com/download (Mac or Windows)
4. Sets up headphones and their dialer. Send them the Sayso cheat sheet: the rules that matter.
5. Connects their own CRM under Settings › Connections

Allocate hours

New members draw from your team's pool. Set how many hours each agent gets. See Allocating hours to team members.

If an invite doesn't work

• Invite link says it expired: invites expire after 7 days, or after the link has been opened twice. Have the agent sign in directly at app.asksayso.com with the invited email. If that fails, resend the invite.
• Agent already made their own account: email [email protected] and we'll remove the solo account so the invite goes through.

Change roles or remove a member