For Agents
Everything you need for your first week on careCycle, from the inbox to your first wrap-up.
You live in four places in careCycle: the Inbox for texts and follow-ups, the softphone for calls, the call workspace while you are talking, and your dashboard for what needs attention. This track walks through all of them in the order you will meet them.
Your Inbox
Where member conversations, tasks, and inquiries land, and how the Priority, In Progress, and Done lanes decide what you see first.
Making and Taking Calls
Set your availability, dial out from the top bar, and answer incoming calls and warm transfers.
Working a Call
The call workspace: follow the script, fill the form, and let the AI keep up with the conversation.
Wrap-Up and Dispositions
Close out every call with the right outcome, and see why that one choice matters downstream.
Your Dashboard and Tasks
Start each day from your action items, your queue, and your monthly numbers.