User call control

Everything on this tab answers one question: which calls is this person allowed to take? The Campaigns card decides where they can work; the other four cards narrow which calls they can receive there.

They all work the same way. Click a chip to tick it, click again to untick. Each card counts what’s ticked in it and carries its own Clear button — Clear only empties the card it sits under, never the others. There’s no select-all.

You don’t create attributes here, you grant them. The account-wide list lives in Settings → Attributes.

Campaigns

Tick every campaign this member may select and work in the dialer. The same assignment is editable from the campaign’s Assigned agents card under Campaigns → General; changing it from either screen updates the same setting.

Deactivated campaigns stay visible and are marked deactivated, so you can prepare assignments before switching one back on. An empty card reads No campaigns yet. Add one under Campaigns.

Attributes

The custom eligibility attributes this member holds — Spanish, VIP, whatever your account has defined. Every chip carries a #tag after its name, because that’s all a custom attribute is. The hint says so: Each of these is a contact tag (shown after the name). A caller whose contact carries the tag can only be routed to an agent ticked here — and it goes on to say to tick the ones this member is able to handle.

The rule is an and, not an or: a caller reaches this member only when they hold every attribute the call carries. A call that picks up two attributes — one from the number it came in on, one from the caller’s tags — needs an agent holding both. Ticking more attributes on a person always widens who they can take; tagging a caller always narrows who can take them.

If nothing’s been set up yet the card says No attributes yet. Add one under Settings → Attributes to route callers by their contact tags.

State attributes

A chip for each of the 50 US states plus DC. Tick the ones this member is licensed to sell in.

These only bite when a campaign asks them to. Turn on state-licensing routing on a campaign’s Outbound or Inbound tab and that campaign will only hand this member leads and callers from the states ticked here. Leave the toggles off and this card changes nothing.

The count you tick shows up in the States column on the Users list, so you can see the whole team’s coverage at a glance.

No states ticked means no state-routed calls at all

An agent with an empty card isn’t treated as “licensed everywhere” — they’re licensed nowhere. On a campaign with state routing on, they’ll be skipped for every lead and caller whose state is known. Only leads whose state can’t be worked out will reach them.

Shared numbers

Every shared number you own has its own attribute; this card hands them out. This member is only handed callers who dialled a number ticked here — an unticked number’s calls go to other agents.

An empty card reads No shared numbers yet. Buy one under Numbers → Shared. — that’s Numbers → Shared.

The same grant is editable from the other end, on a number’s own Agents card in its number settings. It’s one setting with two doors, not two settings.

Vendors

The same idea for bought calls. Every vendor has its own attribute, and this member is only handed live transfers from a vendor ticked here. Unticked vendors’ calls go to other agents. The other door is the Agents card on the vendor’s General tab.

An empty card reads No vendors yet. Add one under Vendors. — that’s Vendors.

A number or vendor nobody holds reaches nobody

A new shared number or vendor arrives with its attribute held by no one, so every call from it finds no eligible agent and falls through to the campaign’s no-agent handling. The Agents card at the source end does say so — Nobody can take these calls. — but nothing warns you from this side, or from the Users list. After buying a number or adding a vendor, tick somebody.

Saving

Nothing on this tab is written when you click a chip. The header’s single Save changes commits every card at once, and the unsaved count beside it tells you how many individual ticks are still pending. Switching to General or pressing Back with changes outstanding asks Discard unsaved changes? first.