Creating Your Account & First Login
Creating Your Account & First Login
Welcome to AgentTech Dialer! This guide walks you through everything you need to do to create your account, log in for the first time, explore the dashboard, set your status, and make sure your browser is ready for calls. By the end of this article, you will be fully set up and ready to use the platform.
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How Accounts Are Created
There are two ways your AgentTech Dialer account gets created, depending on your role:
Admin-Created Accounts (Most Common)
In most cases, your Agency Admin or a Super Admin creates your account for you. Here is what happens:
- Your admin navigates to the Users page in the sidebar
- They click the Create User button
- They fill out a form with your details: Username, Password, First Name, Last Name, Role (Agent, Supervisor, or Agency Admin), Phone Number, Agency Assignment, and optionally your Agent NPN Number (National Producer Number for licensed insurance agents)
- They click Create to finalize your account
- You receive your login credentials — typically your username and a temporary password — from your admin via email, text, or in person
Important: When you receive your credentials, keep them safe. Your username is how the system identifies you, and your password should be changed after your first login for security.
Self-Registration
In some configurations, you may be directed to a signup page where you can create your own account. You will fill in your personal details, choose a username and password, and your account will be created. Depending on your agency's setup, an admin may need to approve your account or assign you to the correct agency and queues before you can start working.
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Logging In for the First Time
Once you have your credentials, follow these steps to log in:
- Open your browser — Launch Google Chrome or Microsoft Edge. These are the only fully supported browsers.
- Navigate to your AgentTech Dialer URL — Your admin will provide you with the web address for your organization's AgentTech Dialer instance. Type it into your browser's address bar and press Enter.
- Enter your credentials — On the login page, type your Username in the first field and your Password in the second field.
- Click Log In — Click the login button to access the platform.
- Change your password (recommended) — If this is your first time logging in, we strongly recommend changing your password. Navigate to your profile settings to update it.
Troubleshooting Login Issues
- "Invalid credentials" error — Double-check that you are typing your username and password exactly as they were given to you. Usernames and passwords are case-sensitive.
- Account locked — If you have entered the wrong password too many times, your account may be temporarily locked. Contact your Agency Admin to have it unlocked.
- Forgot password — Click the "Forgot Password" link on the login page (if available) or contact your admin to reset your password.
- Page not loading — Make sure you are using the correct URL. Try clearing your browser cache or using an incognito/private browsing window.
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Exploring the Dashboard
After logging in, you will land on your dashboard. The interface is divided into three main areas: the sidebar, the top navbar, and the main content area. Let's explore each one.
The Sidebar (Left Navigation)
The sidebar is your main navigation hub. It runs along the left side of the screen and contains links to all the pages you have access to based on your role.
Key sidebar behaviors:
- The sidebar is collapsible — you can collapse it to show only icons, giving you more screen space for the main content area
- When collapsed, hover over the sidebar to temporarily expand it and see the full labels for each navigation item
- Navigation items are role-based — you will only see the pages you have permission to access. For example:
- Supervisors see all agent items plus: Supervisor Dashboard, Call Caps
- Agency Admins see everything plus: Users, Queues, Phone Numbers, Dispositions, Skills, Settings, Reports, Compliance, Automations, and more
- Badge indicators — Some sidebar items display small badges showing unread counts. For example, if you have 3 unread text messages, the SMS item will show a badge with the number 3. This helps you quickly see where your attention is needed without clicking into each page.
The Top Navbar
The top navbar runs across the top of every page and contains several important controls:
- Status Dropdown — On the left side of the navbar, you will see a dropdown that shows your current status. Click it to change your status (more on this below).
- Dark Mode Toggle — A toggle button that switches the interface between light mode and dark mode. Choose whichever is easier on your eyes.
- Notification Badges — Small icons with badge counts for:
- Voicemail — Shows the number of unread voicemails
- Chat — Shows the number of unread chat messages
Click any of these icons to jump directly to that section.
- Profile Menu — Your profile icon in the top-right corner. Click it to access your profile settings, change your password, or log out.
- Call Button with Dial Pad — A phone icon that opens a dial pad, allowing you to make outbound calls by typing in a phone number.
The Main Content Area
The large central area of the screen displays the content for whichever page you have selected in the sidebar. This is where you will do most of your work — whether that is taking calls on the Dialer page, managing contacts, reading texts, or reviewing reports.
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Setting Your Status
Your status tells the system whether you are available to receive calls. It is one of the most important settings to manage throughout your workday.
How to Change Your Status
- Look at the status dropdown in the top navbar — it displays your current status
- Click the dropdown to open the status menu
- Select your desired status from the list
- Your status changes immediately
Understanding Status Options
- Available — You are ready to receive calls. The system will route incoming calls to you based on your queue assignments and skills. You must set your status to Available to receive calls.
- Custom Statuses — Your agency admin may have created additional statuses such as Break, Lunch, Training, Meeting, or After Call Work. These statuses tell the system you are not available for calls but are still logged in. Each custom status may have a different color indicator so supervisors can quickly see what everyone is doing.
Best Practices for Status Management
- Set your status to Available as soon as you are ready to start your shift
- Change your status when you step away, even for a short break — this prevents calls from being routed to you when you cannot answer
- Return to Available as soon as you are back and ready for calls
- Your supervisor can see your status in real time on their dashboard, and they can also change your status remotely if needed
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Allowing Microphone Access
Before you can make or receive calls, your browser needs permission to use your microphone. This is a standard browser security requirement — AgentTech Dialer cannot access your microphone without your explicit permission.
When the Prompt Appears
The first time you navigate to the Dialer page (accessible from the sidebar), your browser will display a permission prompt near the top of the screen that says something like:
> "This site wants to access your microphone"
or
> "[Your AgentTech URL] wants to use your microphone"
What to Do
- Click "Allow" — This grants the dialer permission to use your microphone for calls. You must allow this for calling to work.
- The permission is saved so you should not be asked again on the same browser unless you clear your browser settings.
If You Accidentally Clicked "Block"
If you clicked "Block" instead of "Allow," do not worry — you can fix it:
In Google Chrome:
- Click the lock icon (or site settings icon) in the address bar to the left of the URL
- Find Microphone in the permissions list
- Change it from Block to Allow
- Refresh the page
In Microsoft Edge:
- Click the lock icon in the address bar
- Find Microphone in the permissions list
- Change it from Block to Allow
- Refresh the page
Testing Your Microphone
After allowing microphone access, you can verify it is working:
- Go to the Dialer page by clicking Dialer in the sidebar
- Look at the Connection Status card — it should show the status progressing from Connecting to Connected
- If the status shows Connected with a green indicator, your microphone and connection are working properly
- If the status shows Disconnected, try clicking the Retry Connection button on the Connection Status card
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The Multiple Tabs Warning
AgentTech Dialer is designed to run in a single browser tab. If you accidentally open the dialer in a second tab, you will see the Multiple Tabs Modal — a warning dialog that tells you the dialer is already open in another tab.
Why this matters: Running the dialer in multiple tabs can cause audio issues, missed calls, and unexpected behavior. Always use just one tab for the dialer.
What to do if you see this warning:
- Close the extra tab
- Return to your original dialer tab
- If you are unsure which tab is the original, close all dialer tabs and open a fresh one
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Your First Day Checklist
Here is a quick checklist to make sure you are fully set up:
- [ ] Received your login credentials from your admin
- [ ] Logged in successfully using Chrome or Edge
- [ ] Explored the sidebar and noted which pages are available to you
- [ ] Checked the top navbar — found the status dropdown, notification badges, dark mode toggle, and profile menu
- [ ] Set your status to Available using the navbar status dropdown
- [ ] Allowed microphone access when prompted by the browser
- [ ] Verified your connection — the Connection Status card on the Dialer page shows "Connected"
- [ ] Tested your headset — make sure your headset microphone is selected as the input device in your browser or operating system audio settings
- [ ] Put on your headset and you are ready to take your first call!
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What's Next?
Now that your account is set up and you are logged in, here is where to go next based on your role:
- Agents — Read the [Agent Quick Start Guide](#) to learn how to take your first call, use the contact card, follow scripts, and submit dispositions
- Supervisors — Check out the [Supervisor Quick Start Guide](#) to learn how to monitor agents, listen to calls, and track KPIs
- Agency Admins — Head to the [Agency Admin Quick Start Guide](#) to set up your agency with users, queues, phone numbers, and more
Welcome to AgentTech Dialer — we are glad to have you on board!
Last updated: February 24, 2026