User & Performance

What is Campaign Management? Campaign management refers to the process of planning, executing, tracking, and analyzing marketing or sales campaigns to achieve specific business goals. It helps to analyze data according to different campaigns and measure sales agent’s productivity for different campaigns. Need for Campaign Management: Efficiency: Streamlines sales and marketing efforts by organizing outreach activities. Performance Evaluation: Tracks and measures team and individual agent pro...

What is a Call Script? A Call Script is a ready-made conversation guide that helps sales and support agents handle customer calls smoothly. It includes key talking points, answers to common questions, and step-by-step guidance to resolve issues effectively. Why Use a Call Script? - Ensures accurate and consistent responses across all calls. - Reduces call handling time and errors - Builds agent confidence - Delivers a more professional and seamless customer experience. Call scripts he...

With the help of this feature, you can set the targets for your users and check whether they have achieved their targets or not. It would help you to analyze the performance of your users. You can set targets for various things like call target, login hours, and talk time. Call target- you can assign the number of calls needed to make by the users. Login hours- you can assign the number of hours needed to be online. Talk time- You can assign the minimum talk time needed to be achieved. To se...

If you’ve created teams in CallHippo that are no longer needed, it’s a good idea to clean them up to keep your account organized and easy to manage. This article walks you through the simple steps to delete unwanted teams from your CallHippo account. Steps to delete an already created team: 1. Log in to your CallHippo account. 2. Navigate to the ‘Users & Performance’ section and then click on the ‘Teams’ option. 3. Click on the “delete” button visible in red beside the team that you want to ...

How to create a team? Modified on: Mon, 20 Apr, 2026 13:08 Step 1: Log in to your CallHippo Dashboard https://web.callhippo.com/dashboard Step 2: Click on "User & Performance" in the left-hand side panel. Step 3: Under the “User & Performance” click on "Teams" Step 4: You will be able to see the page with the existing Teams. Select the orange colored button on the right hand side top and click on "Create Team". Step 5: Once you click on “Create team” a page will appear in which you need to...

CallHippo lets you assign different roles to users and set up reporting relationships to create a clear team hierarchy. This helps you manage teams under one account, keep data separate for each team, and control who can access what information. With the user role system, one team cannot view another team’s data. Access and visibility depend on roles and reporting relationships. How to Assign Roles When Inviting Users Go to Users → Invite User While inviting a new user, you can choose the use...

Refer to the steps below to delete a user: 1. Log in to your CallHippo dashboard. 2.Navigate to the “Users and Performance” section towards the left of the screen and click on the “Users” option. 3. You will be directed to the page where you will be able to check the list of active users. Click on the red delete user button, as visible in the screenshot. 4. Click on “Yes” to confirm the deletion of the user. The user is now deleted from your account. Important: - Deleting the user will ...

How to Add a User to Your CallHippo Account Modified on: Mon, 20 Apr, 2026 12:39 1. Important Information to Know Before Adding a User to Your Account Seat Charges: Please note that 1 user utilizes 1 seat in your account, which costs the same as the plan charges. For example: 1-If your plan costs $25 per month, then for 2 users/seats, you will be charged $50 per month. 2-For 5 users/seats, you will be charged $125 per month. Reason to Pay Full Plan Charges for a User in Your Account: Each u...