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To make a user as agent in the Creatio system (Fig. 1), in the "Webitel Users" section, select the record of the required user and click "Open" (1)
Fig. 1. Open the user's record page
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After saving the record in Creatio, the agent will be created on the Webitel telephony server.
Fig. 2. Agent and team assignment
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Note: skills must be previously created on the Webitel side.
Fig. 3. Add a skill
In the new window (Fig. 4) fill in the "Skill" field (1) by selecting the required value from the list. You must also specify the "Skill capacity" (2). Skill capacity can be set from 1 to 100, where 100 is the maximum value. Fill the checkbox "Active" (3). When distributing calls, the system will take into account only active skills. Then you can "Save" (4).
Fig. 4. Choose a skill and capacity
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To delete a skill from an agent, you need to do the following: select the desired agent in the "Webitel Users" section (Fig. 5), click on the skill to be deleted (1), then "Context menu" button (2), and then "Delete" (3). Confirm the action in new window by clicking "Yes". The skill has been removed from the list.
Fig. 5. Remove skills