Getting Started

For a smooth start, here's how to access CloudAgent:

  • Select the blue-highlighted "Agent Login" to sign in as an agent. Don't use the other login meant for Admin.

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Bookmark the main login page for quick access. This ensures agents can reach the login screen easily.

  • Enter the appropriate agent login credentials. Once all the required fields are filled, click "Login" to access the home page.
    • In the case of agents using the 'SIP' Login option - SIP number input is not needed
      • Note: Ensure SIP numbers are added in the 'Agent Phone' section of the 'Manage Numbers' configuration page (see details)
      • Note: Make sure the SIP locations are configured appropriately (see details).

Refer to the below table for further details:

Phone Number

  • *SIP:** Choosing this option automatically assigns a SIP number to you.
  • *Phone:** Select this option if you're using a CloudAgent registered phone number. Enter the number accordingly.

Account ID

CloudAgent account ID

Agent ID

The unique ID assigned to an agent

Password

Password for authentication, assigned by the admin

Multi-Factor Authentication

If multi-factor authentication is enabled, please note the following:

  • If you log in using your phone number, the OTP will be sent to your registered number.
  • If you log in with a SIP number, the OTP will be sent to your configured email address.
    • If no email is configured, please contact the administrator.