This guide is built to help administrators and supervisors confidently navigate the CloudAgent Portal and make the most of its features.

You'll learn how to configure inbound, outbound, and chat campaigns step by step. It also walks you through setting up agents, skills, and using key admin functions within the portal.

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Note:

Throughout this guide, the terms Admin and Administrator refer to the same role, the person managing CloudAgent operations.

What You’ll Learn

By the end of this course, you'll be able to:

• Login to the CLOUDAGENT Portal as Admin
• Navigate the Admin Home Page
• Set up and manage campaigns
• Use the Configurations section effectively
• Understand Callback
• Understand Chat
• Add and manage Sub-Admins
• Work with templates
• Log out securely from the Admin portal