GETTING STARTED

Whether looking to greatly increase customer experience, increase your conversion rates, or automate your office to improve its efficiency Active Agent is the system you need.

Follow these next steps to get started with your Active Agent account:

  1. Book your free demo HERE.

  2. We'll then send you out a proposal if you want to go ahead.

  3. When this is signed we will then send you out an information request for asking for basic details for your office including; user tasks, brand colours & logos, offer letter text, etc.. 

  4. Upon completion of this, sit back and relax whilst we create your bespoke system (usually anywhere between 7-21 days).

  5. Once your system is ready to go we will send out the contract following that your onboarding document containing all your login details plus extra guide materials. 

  6. Book your free training session with one of our expert team members for yourself and/or any of your staff.

  7. Enjoy the benefits of being an Active Agent customer!