On this page: How to use it
For workspaces · How-to
Agent referrals
Choose whether agents may invite new agents into your workspace and how the referring agents are rewarded.
In your console:
/console/agent-referralsHow to use it
- Turn on the programme. If agency agents may participate, turn on their separate switch; their recruits join the same agency after the usual signup and approval steps.
- Choose a one-time reward after the new agent's first billable call, or a fixed reward for each billable call up to a limit you set. Set the amount and choose one payment method for the workspace.
- For wallet rewards, the agent claims their available amount into their wallet. For cash, the agent requests a payout, you pay outside the app, then enter a payment reference and mark the request paid. Void a request with a reason if it should be released for another claim.
- Review the referred agents, earned amounts and payout history here. A refunded call reverses its reward. Changes to the reward amount or rule apply to new referrals; existing referrals keep their original terms.
Common problems
An agent cannot find a referral link. The programme is off, or their agency is not allowed to participate. A previously earned reward remains in their history.
A cash request is pending. It stays pending until you mark it paid or void it. The app does not send the cash.