Users are the people who access Vixiees to manage contacts, make calls, and carry out sales tasks.
User Types
Salespeople
Users marked as "salesperson" are active salespeople who:
- Receive assigned tasks
- Can make and receive calls
- Appear in performance metrics
- Consume a paid license
Non-Salespeople
Users without the salesperson role who can:
- Access reports and dashboards
- Configure the account
- Supervise teams
- Do not receive tasks or calls
User Information
| Field | Description |
|---|---|
| First Name | Given name |
| Last Name | First and last surname |
| Login email (unique in the system) | |
| Phone | Contact number |
| Position | Job title at the company |
| Email Signature | Text appended to sent emails |
Availability Status
Online/Offline
The system automatically detects whether the user is connected:
- Connected - Online and available to receive calls
- Disconnected - Offline or inactive
On a Call
When a salesperson is on an active call:
- They do not receive new inbound calls
- The time on call is displayed
- The system records how long they have been busy
Looking for Task
Indicates whether the salesperson is actively looking for their next task.
Vacations and Absences
Salespeople can activate vacation mode with different configurations:
Vacation Modes
- Full - Receives no tasks or calls
- Inbound Only - Only tasks from incoming contacts are reassigned (calls, WhatsApp)
Reassignment Strategy
When activating vacation mode, you can choose which contacts to reassign:
- All - Reassigns all contacts to other salespeople
- None - Keeps contacts assigned
- Only with started task - Reassigns only contacts with tasks in progress
Work Schedules
Each user can be assigned a work schedule (Time Table) that defines:
- Working days
- Start and end times
- The system uses this to determine if the salesperson is within working hours
Permissions and Skills
Assigned Sales Brains (Playbooks)
Each salesperson can be assigned to one or more Sales Brains (Playbooks). They will only receive tasks from the Sales Brains (Playbooks) they belong to.
Teams
Users can belong to multiple teams, which allows them to:
- Receive tasks assigned to that team
- Appear in team reports
- Share workload with colleagues
Skills
Users can have specific skills that determine which tasks they can receive. See the article "07. Contact Assignment" for more details.
Personal Integrations
Each user can connect their own accounts:
- Google (Gmail) - To send emails from their personal account
- Microsoft (Outlook) - Integration with Azure/Office 365
Calendar
- Calendly - To automatically manage meetings
CRM
Users are synchronized with integrated CRMs:
- HubSpot - User ID in HubSpot
- Pipedrive - User ID in Pipedrive
Call Configuration
Call Language
Preferred language for transcriptions and AI analysis.
Predictive Calls
Number of simultaneous calls in predictive mode (between 3 and 10).
Coaching
A user can access the coach section to:
- Listen to other agents' calls in real time
- Monitor their performance
- Give direct feedback
Dashboard Views
Each user can configure which views they see in their panel:
- Team Summary - General team metrics. Common for supervisors.
- My Tasks - Personal list of pending tasks. Common for agents.
Licenses
Active salespeople consume paid licenses:
- Active Salesperson - User counted for billing
- License Country - Country associated with the license (affects pricing and the sum of call minutes for the license country)
The license is activated when the user is marked as a salesperson and is active.
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