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How to create a Dialer user in Brightcall

This article explains how to create Dialer users in Brightcall.

Updated over 2 weeks ago
  1. Assign a DID Number

  • Navigate to the “Dialer & AI Agent” section and open the “My Numbers” tab.

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

2. Add a New Agent

  • Go to the “Agents” tab and click on “Add New Agent.”

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

  • In the “Outbound Call Flow” dropdown, select the DID number assigned to this agent.

  • From the “Statistics Access” dropdown, choose the appropriate access level for the agent, then click Save.

  • Leave "Extension" number blank, it will be filled automatically

3. Set Up the Inbound Call Flow

  • Click on the “Settings” tab and navigate to “Inbound Call Flows.”

  • Select the DID number assigned to the agent.

  • Keep “Call Tree Type” as “Call Group.”

  • From the “Responsible Agent” dropdown, select the appropriate agent.

  • Turn on “Send Email to Responsible Agent” if you’d like the agent to receive email notifications about missed calls.

  • Under “Call Group,” choose the agent from the “Current Call Queue” dropdown, then click Save.

4. Testing

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

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