InboundXWorkspace help

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-referrals

How 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.

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