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There are two options for signing up as an agent. One is through email ID and the other is through username. The signing option depends on the authentication method selected by your admin.
Sign Up with Email ID
If the admin (who has invited you as agent) has selected the authentication method as ‘Email ID’ then the agent will receive an invitation mail as shown below
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Accept the invitation by clicking on the ‘accept invitation button’.
If the link does not work then copy the alternate link give and paste given URL on the browser.
You will be redirected to the sign up page of central.
Configure the password according to the mentioned criteria
Complete captcha verification and agree terms and conditions once you read it
Click on ‘Submit’
You will receive a thank you message as shown and then you can login.
Login with your email Id and password and further you will be redirected to agent login.
Select the login type and enter the mobile number accordingly.
As soon as you enter a valid mobile number, option of ‘send OTP’ will be available.
Click on ‘send OTP’ and enter the OTP that you have received as SMS.
If you have not received any OTP then you can again click on ‘call’ or ‘SMS’ to receive an OTP.
In ‘call’ you will receive a call where you will be given OTP
In ‘SMS’, OTP will be send through SMS
As soon as you enter a valid OTP, the option to login as agent will get enable.
Click on ‘login as agent’ to finally login.
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Sign Up with Username
If the admin (who has invited you as agent) has selected authentication method as ‘Passcode’ then the authentication code will get generated. The admin should give you your username and authentication code for sign up. Once you get these things you can follow below steps -
Go to sign up page of central .
Select ‘have username/passcode ?’
Provide your username and passcode.
Configure the password according to the mentioned criteria
Complete captcha verification and agree terms and conditions once you read it
Click on ‘Submit’
You will receive a thank you message as shown and then you can login.
Login with your email Id and password and further you will be redirected to agent login.
Select the login type and enter the mobile number accordingly.
As soon as you enter a valid mobile number, option of ‘send OTP’ will be available.
Click on ‘send OTP’ and enter the OTP that you have received as SMS.
If you have not received any OTP then you can again click on ‘call’ or ‘SMS’ to receive an OTP.
In ‘call’ you will receive a call where you will be given OTP
In ‘SMS’, OTP will be send through SMS
As soon as you enter a valid OTP, the option to login as agent will get enable.
Click on ‘login as agent’ to finally login..
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2. Did not receive the Reset Password Link on my email ID?
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Supervisor to use the force log out option
Agent to use the troubleshoot option and reset the state
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16. Agent unable to login to the Central UI - Error message - Agent is not allowed to log in?
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Please click Pause or Break few seconds before disconnecting the last call to avoid getting calls right after while going on break, by doing this way break will be enabled after the call is terminated.
20. Incoming calls are getting reflected on the screen, but not landing on the device?
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The agent needs to be log in using LL without any prefix (0).
22. Customer waiting in queue and No agent is able to login?
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24. Unable to do Consultation or Transfer call from Agent UI (404 or 503 error)?
Need to get Get it checked with the HDFC Limited Network/Firewall/Proxy team.
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25. Agents are ideal but the dashboard is still showing Calls in Queue?
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Note: Queue ID varies from Region to Region.
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27. The call is disconnected but on the system, it’s on and unable to hang up?
Please refresh the screen and check the status of Agent in UI.
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