1. Description
It is designed to add Agents to the Team.
It consists of the following elements:
- Search field(Fig.1(1));
- Creation tool (Fig.1(2));
- Refresh button (Fig.1(3));
- Registry (Fig.1(4));
- Pagination (Fig.1(5)).
Fig. 1. Agents tab
1.1. Search field
The search is performed on the Name column.
It consists of an input field and a close button () displayed when the cursor is placed in the input field. To search by part of a word or a number, use the * symbol. You can also use the * character to replace any number of characters.
Click the add button to add an Agent. The Agent modal window (Fig. 2) opens after clicking the add button. It consists of the Agent field and the Add and Close buttons.
Fig. 2. Agent modal window
The drop-down list with Agents opens when you click on the Agent field.
How to create a new Agent can be found here.
Updating the register table is performed by clicking on the refresh button -
1.4. Registry
The registry is a list of entries of existing objects in this section, each of which consists of a set of fields:
- Checkbox;
- Name;
- Status
- Supervisor;
- Skills;
- Editing tool;
- Removal tool.
1.4.1. Checkbox
Used to select one or more entries. An additional removal tool appears after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool. When you click on it, a modal confirmation window appears. It contains the Yes, No, and close () buttons. Clicking the Yes button deletes the entries. Clicking the No button closes the modal window, and the entries are not deleted.
All records on the page will be selected if you select the checkbox in the header.
Fig. 3. Confirm deletion modal window
1.4.2. Name
The name of the Agent is displayed here. Clicking on the Agent's name opens that agent's General tab.
1.4.3. Status
It shows what status the Agent is in.
There are such statuses:
Offline;
Online;
Pause;
Break out.
1.4.4. Supervisor
Displays the Supervisor assigned to the Agent. If there are multiple Supervisors, the name of one Supervisor and the number of other Supervisors are displayed. The field is empty if no Supervisor is assigned. Clicking on the name of a Supervisor opens the Supervisors modal window (Fig. 4), which displays a list of Supervisors assigned to this Agent.
Fig. 4. Supervisors modal window
1.4.5. Skills
Here Agent Skills are displayed. The name of one Skill and the number of other Skills are displayed if there are multiple Skills. The field is empty if no Skills are assigned. Clicking on a Skill opens the Skills modal window (Fig.5), which displays a list of skills assigned to this Agent.
Fig. 5. Skills modal window
The Agent modal window opens (Fig.2) after clicking the button.
It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.
It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.
2. Opportunities
2.1. Add an Agent to the Team
2.2. Delete an Agent from the Team
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