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How to create a Dialer user in Brightcall

This article explains how to create Dialer users in Brightcall.

  1. Assign a DID Number

  • Navigate to the ā€œDialer & AI Agentā€ section and open the ā€œMy Numbersā€ tab.

  • Choose an unused number, or contact the Brightcall Support Team to add a new DID number.
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2. Add a New Agent

  • Go to the ā€œAgentsā€ tab and click on ā€œAdd New Agent.ā€

  • Fill in the agent’s name, phone number, and email.

  • In the ā€œOutbound Call Flowā€ dropdown, select the DID number assigned to this agent.

  • In the ā€œResponsible for inbound call flowsā€ dropdown, select the same DID number assigned to this agent.

  • From the ā€œStatistics Accessā€ dropdown, choose the appropriate access level for the agent, then click Save.

  • Leave "Extension" number blank, it will be filled automatically
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3. Configure Email Notifications

  • Click on the ā€œSettingsā€ tab and navigate to ā€œInbound Call Flows.ā€

  • Select the DID number assigned to the agent.

  • From the ā€œResponsible Agentā€ dropdown, select the appropriate agent.

  • Turn on ā€œSend Email to Responsible Agentā€ if you’d like the agent to receive email notifications about missed calls.


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4. Testing

  • Once the setup is complete, perform test calls to confirm everything is working correctly.

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