Agent resources
Everything You Need to Succeed
Guides, checklists, and answers — all in one place. Bookmark this page for quick access during onboarding and beyond.
Before day one
Onboarding Checklist
Complete these steps before your first training day.
Complete your I-9 and W-4
Forms are sent to your email within 24 hours of your offer letter. Complete them in the DocuSign portal before your start date.
Set up direct deposit
Log in to the Contractor Portal and enter your bank routing and account number under Payroll Settings.
Install required software
Download the softphone application and Chrome extension from the links in your welcome email. Test both before Day 1.
Test your equipment
Run the equipment check tool in the Contractor Portal. It verifies your connection speed, headset, and browser version.
Join your team Slack channel
Your team lead will send an invite link. Introduce yourself and confirm your training schedule.
Attend Day 1 training
Log in 10 minutes early. Training runs 9 AM–5 PM ET. Have your headset plugged in and your workspace ready.
Tech setup
Equipment Requirements
You must meet all requirements before your first shift. Use this checklist to verify your setup.
Common questions
Frequently Asked Questions
General
Pay & Schedule
Technical
Training
Need Help?
Submit a Support Request
Can't find what you're looking for? Submit a support request and your team lead will respond within one business day.