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Agent Add-on

If you are an agency and you want to enable the Automation add-on for a downline follow these steps.

  1. Navigate to your Agency Platform

  2. Click your profile picture or initials at the top right corner of the screen

  3. Click Agency Settings

  4. In the Agency Settings page click "Agent Accounts"

  5. On the row of the agent click "Actions" -> "Add-ons"

  6. From the popup, select "Automations"