Inviting agents

Agents are the humans who handle incoming sessions from your kiosks. Depending on your plan, you can invite your own staff to work as agents, or use YumKiosk's shared agent pool where trained freelancers from the YumKiosk marketplace pick up your calls. This page focuses on inviting your own team — shared-pool routing is configured separately under Operations → Routing.

#Inviting a team member

In the owner panel, open Team → Agents and click Invite agent. Fill in:

• Full name — shown on receipts and in reports.
• Email — where the invitation link is sent.
• Role — see the roles section below.
• Hourly rate — how much this agent earns per hour while they're accepting sessions (see Setting your hourly rate).
• Locations — which of your physical locations this agent is allowed to handle. Leave blank to allow all.

Click Send invite. The agent gets an email with a signed link to agent.yumkiosk.com/accept-invite?token=.... The link is valid for 7 days. If it expires, you can resend from the agent list.

#Agent roles

There are three built-in roles:

• Agent — the default. Can accept sessions, build orders, and see their own earnings and shift history.
• Lead agent — everything an agent can do, plus the ability to see the team-wide incoming queue and reassign stuck sessions.
• Manager — can view team-wide reports, edit agent hourly rates, and invite new agents. Cannot access billing or catalog (that's owner-only).

You can change a role anytime from Team → Agents → Actions → Change role.

#The acceptance flow

When the invitee clicks the link in the email, they land on the Accept invite page, which asks them to:

1. Set a password (min 12 chars).
2. Review the signed contractor agreement (US operators only).
3. Complete a 5-question training quiz covering basic etiquette and the order-builder UI.

Once all three are done, they're redirected to the agent dashboard and their status in your team list flips from "Pending" to "Active".

#Deactivating an agent

To offboard someone, open Team → Agents → Actions → Deactivate. This immediately revokes their session, pulls them out of the routing pool, and prevents them from logging back in. Their historical shifts and earnings remain for payroll purposes, and you can reactivate them later without re-inviting.

#Auditing activity

Every agent action is recorded in the activity log under Operations → Activity. You can filter by agent to see exactly when they started and ended shifts, which sessions they handled, and which orders they built. This is invaluable for training and dispute resolution.