Admin Guide
SAVVii Help Docs

Managing Agents & Offers

Add and manage your sales agents, working hours, offers and call identifiers.

Managing Agents

Adding a new agent

Go to Team → Invite user. When you select Agent as the role, additional fields appear to build their full profile at the same time:

Full name — displayed throughout the system
Email — must match the email they use to log in
Phone number — displayed on their card, tappable on mobile
Zoom / Calendly link — quick access link on their card
Timezone — used to calculate working hours and calendar times correctly
Working days & hours — set active days and start/end times per day
Assign to offers — tick the offers they will be working on

After inviting: Go to Firebase Console → Authentication → Add user and create their login with the same email address. Share the credentials with them.

Editing an agent

Go to the Agents tab. Each agent appears as a collapsed card showing their name, email, timezone, phone, hours per week, assigned offer pills and a capacity bar. Click any card to expand it and see full details. Click Edit to open the edit form.

Offer load / capacity bar

Each agent card shows a capacity bar indicating how loaded they are with offers relative to a maximum of 3 offers. Colours indicate:

Green — comfortable load (under 60%)
Amber — getting busy (60–85%)
Red — at capacity (over 85%)

Removing an agent

Expand the agent card, click Edit then use the delete button. Note: this removes their profile but not their Firebase login — remove that separately from Firebase Console if needed.

Managing Offers

Creating an offer

Go to Offers → Add offer. Fields:

Field	What to enter
Offer name	The name of the programme e.g. Executive Mastermind
Client / company	Who the offer belongs to e.g. Sarah K. Coaching
Ticket price	The full sale value e.g. `5000`
Call identifier	The keyword that appears in calendar event titles for this offer (see below)
Payment links	Add labelled payment links e.g. Cash link, Finance link

The Call Identifier — most important field

The call identifier is the keyword the system uses to match your agents' Google Calendar events to this offer. For example, if your calendar events are titled "Goal Setting Call — John Smith", your call identifier should be Goal Setting Call.

Important: Without a call identifier, call counts for this offer will show as "—" in all reports. Every offer should have one set.

Assigning agents to offers

You can assign agents to an offer from two places:

During agent invite — tick offers in the invite form
From the agent edit form — edit the agent and tick/untick offers

The Offers tab also shows a collapsible list of assigned agents on each offer card.