---
title: "Manage your call agents"
description: "Add call agents, assign them to call campaigns and understand what they can and cannot do."
url: https://help.nocrm.io/en/articles/143-manage-your-call-agents
collection: "Call Campaigns"
updated: 2026-11-05
language: en
alternates: [fr, es, pt-br, it, de]
---

# Manage your call agents

Add call agents, assign them to call campaigns and understand what they can and cannot do.

This article guides you through setting up and managing call agents in noCRM. You'll learn how to assign agents to campaigns, configure their access and understand what they can and cannot do.

Call agents work within a simplified environment focused entirely on outbound calling and lead follow-up, making your operations more efficient.

## What is a call agent?

Call agents are noCRM users who are assigned to call campaigns. They operate in a simplified view where they can access one lead at a time, log calls, update statuses and add notes, without accessing the full list of leads or campaign settings.

## How do you add a call agent?

Follow these steps:

1.  Click your avatar at the top right.
    
2.  Go to **Admin panel** > **Account management** > **Users**.
    
3.  Click **Add users**.
    
4.  In the **Invite teams members** window, select the **Call agent** role.
    

## How do you assign agents to a campaign?

When creating or editing a call campaign, follow these steps:

1.  Click your avatar at the top right.
    
2.  Go to **Admin panel** > **Sales process** > **Call campaigns**.
    
3.  Create a campaign or open the one you want to edit.
    
4.  Select one or more users to assign as agents to the campaign.
    

Agents can be assigned at any point, even after the campaign is published.

> **Info:** **Note**: Only admins can assign call agents to campaigns.

## What can call agents access and do?

### Can multiple agents be assigned to a campaign?

Yes. You can assign multiple agents to a single campaign. Each agent receives one lead at a time and can proceed independently through the call flow.

### What level of access do call agents have?

Call agents only have access to:

-   The campaigns they're assigned to.
    
-   The leads currently assigned to them through the campaign.
    

They don't have access to prospecting lists, all leads or admin settings.

### Can agents access prospecting lists directly?

No. Prospecting lists are only visible to admins. Agents receive leads created from those lists through the call campaign logic.

### Can agents update lead details or add notes?

Yes. When a lead is assigned, call agents can:

-   Change its status.
    
-   Add a comment or activity.
    
-   Use pre-configured lead actions.
    

This ensures agents can follow up effectively while maintaining a clean and structured process.

## What happens if no agents are assigned?

If no agents are assigned, the campaign is live but inactive: no leads are distributed until at least one call agent is assigned.

> **Success:** **Best practice**: Review agent assignments before launching a campaign.