On this page: How to use it
For workspaces · How-to
Onboarding call
Your booking link for new agents' onboarding call, and where your agents see it.
In your console:
/console/settings/onboarding-callHow to use it
- Only the workspace owner can change it.
- Paste the link to your own booking page. It must start with https://.
- Choose where agents see it: right after sign-up (also while they wait for approval), a card on their Overview, a link in their menu, and the welcome email.
- Save. Leave the link blank to show it nowhere, whatever the switches say.
- The owner's assistant can set the booking link and where it shows (
set_agent_onboarding_call). It shows you the change first and saves only when you confirm.
Common problems
Agents don't see the link. Check the link is saved and the place is switched on. The Overview card goes away once an agent marks it booked or dismisses it.