Agency Call Pilot Multi-Agency (MOA) Setup: First Login, Agency Setup & Quick Tour

Welcome to Agency Call Pilot! This video is for multi-agency (MOA) accounts, where several agencies live under one login. We walk you through everything you need to get started: your invite email and first login with two-factor authentication, the 8-step Agency Setup wizard (including adding your Additional Agencies, choosing which agencies each user can access, and deciding which content is shared), and a quick tour of your new workspace. All you need is your mobile phone for a text code. Setup is quick, and you can change most settings later from the Admin dashboard. What you'll learn: Setting your password and turning on two-factor authentication (SMS) Agency Setup, Step 1: Agency Info (your main agency) Step 2: Additional Agencies (add the 2nd and later agencies in your MOA plan, with Add Another Agency and the trash icon) Step 3: Call Openings & Voicemail (inbound, outbound and voicemail greetings, dynamic fields) Step 4: Feature Options (needs analysis tools) Step 5: Users (adding your team, plus Agency Access & Roles to give each person access to one agency or all of them, as User or Admin) Step 6: Default Content (starter playbooks and conversation guides) and MOA Content Sharing (everything is shared across your agencies by default, or use Advanced options to choose what to share) Step 7: Announcements (including notifications and expiration dates) Step 8: Review & Finish (including your Additional Agencies and MOA Content Sharing summary) A tour of Home, the top bar, the left menu, the Admin dashboard, Settings, Support and the How-To Videos library CHAPTERS 0:00 Welcome 0:15 Your invite email and first login (password + two-factor setup) 0:36 Starting the Agency Setup 0:40 Step 1: Agency Info 1:15 Step 2: Additional Agencies 1:32 Step 3: Call Openings & Voicemail 2:09 Step 4: Feature Options 2:33 Step 5: Users 2:48 Agency Access & Roles (choose which agencies each user can access) 3:41 Step 6: Default Content 3:59 MOA Content Sharing (share everything or choose what to share) 4:16 Step 7: Announcements 4:55 Step 8: Review & Finish 5:13 Tour: Home, top bar and left menu 6:11 Tour: Admin dashboard 6:33 Tour: Settings 6:47 Support and the How-To Videos library 7:00 Wrap-up and how to reach support NEED HELP? Support is available Monday-Friday, 9am-5pm Eastern. Email: support@agencycallpilot.com Or open Support from the bottom of any page in the app.