Before you start
- A paid plan. Taking an agent live needs one, and the Free plan is for building and testing.
- A phone number, either bought from Brilo or one you already own. See Buy a phone number.
- A test call you are happy with. See Test your agent yourself.
- Run the go live checklist first if this is your main business number.
Steps
1
Open the Deployment tab
Open the agent you want to take live and go to Deployment.
2
Attach your phone number
Choose the number this agent should answer and attach it. The number shows as attached once it is
done.
3
Call the number yourself
Ring it from your own phone before you tell anyone else. This confirms the attachment worked
rather than assuming it did.
4
Tell your team
Say what your agent now answers, what it will transfer, and who to tell when a caller reports
something odd. An agent going live without your team knowing is how bad calls go unreported.
You know it is live when
- The number shows as attached in the Deployment tab.
- You called the number from your own phone and your agent answered.
- The call appears in your call history straight afterwards.
Turning it off again
Detach the number in the Deployment tab. Callers stop reaching that agent immediately, and calls already in progress finish normally. Nothing about your agent, its instructions, or its knowledge is lost, so you can attach the number again whenever you want. If you are handing calls back to your team, remember to undo any forwarding you set up at your phone provider as well. See Use your existing number.What else you can do here
- Decide what can be put on a schedule, including transfer hours.
- Route different callers to different teams.
- Attach the number to a different agent when you want to swap.
- Turn on texting for the same number.
- Watch the first calls closely on your first live day.
If it did not work
You are asked to pick a plan. Taking an agent live needs a paid plan. See Plans and what they include. The number is attached but nobody reaches your agent. Call it yourself to confirm. If it rings with no answer, see My agent is not answering. Your existing business number still rings your old phone. Forwarding at your provider has not taken effect. See Use your existing number.FAQ
How do I turn my agent on for real callers?
How do I turn my agent on for real callers?
Attach a phone number to it in the Deployment tab, on a paid plan. That is the whole step:
once a number is attached, anyone who dials it reaches your agent. Call it yourself first to
confirm.
Do I need a paid plan to go live?
Do I need a paid plan to go live?
Yes. The Free plan is for building and testing, including browser test calls, and taking an agent
live for real callers needs a paid plan. See
Plans and what they include.
How do I turn my agent off in a hurry?
How do I turn my agent off in a hurry?
Detach the number in the Deployment tab. Callers stop reaching that agent immediately and
nothing is lost, so this is the safe thing to do if something is going wrong on live calls. If you
forwarded an existing number, undo that at your provider too.
Does turning it off affect calls in progress?
Does turning it off affect calls in progress?
No. Calls already connected finish normally, and no new calls reach the agent. The same applies
when you attach a number to a different agent: the switch affects the next call, not the current
one.
Can I have my agent answer only after hours?
Can I have my agent answer only after hours?
Not from within Brilo: a number attached to an agent is answered whenever it rings. Do it at your phone
provider instead, by forwarding to Brilo outside your hours or only when nobody picks up. See
Business hours and after hours.
Do I get charged when my agent is on but nobody calls?
Do I get charged when my agent is on but nobody calls?
No. Your plan is the fixed part of your bill, and calls use minutes only when they actually
happen. An agent sitting attached to a quiet number costs nothing beyond the number itself. See
What will this cost me.
Why is my agent on but still not answering?
Why is my agent on but still not answering?
Usually the number is attached to a different agent than you think, or your existing business
number is not forwarding to the Brilo number. Ring the Brilo number directly to tell those two
cases apart. See My agent is not answering.
Related
- Go live checklist before your main number points at Brilo
- Test your agent yourself if you have not called it yet
- Business hours and after hours to answer only some hours
- Find and listen to a call to check your first live calls
- My agent is not answering if callers are not getting through
