Assigning AR Agents to Customers

Assigning Agents

Learn how to assign AR Agents to customer accounts, manage agent engagement, and understand monitoring versus active outreach.

Understanding Account Assignments

By default, all customer accounts are assigned to the Friendly / Neutral Agent until they are reassigned.

Agent engagement can also be enabled or disabled independently for each account, allowing you to control when Agents actively communicate with customers.

STEP 1

Manage Customer Assignments

The Accounts page allows you to view every customer, see which Agent is assigned, monitor communication status, reassign Agents, and enable or disable Agent engagement for individual accounts.

Access the Accounts Page

From your FlexPoint dashboard navigate to: Agents → AR Agent → Agents → Accounts

Manage Assigned Accounts

From the Accounts page you can filter customers, view account activity, reassign Agents, and quickly enable or disable Agent engagement using the account controls.

Assign Agents

Reassign customer accounts to the Agent that best matches your communication strategy.

Manage Engagement

Enable or disable Agent activity independently without changing the assigned Agent.

Monitor Account Status

Review account activity and communication status before making assignment changes.

Key Concept: Agent assignment and Agent engagement are managed independently. An account can be assigned to an Agent while Agent communication remains disabled.

STEP 2

Assign Agents & Manage Engagement

Try it yourself

Follow a live, step-by-step walkthrough to assign Agents and manage customer engagement.

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