1. Description

It is designed to create Teams. The Team is used to customize the work of Agents by task types.

It consists of the following elements:

1. Creation tool (Fig.1(1));
2. Search field (Fig.1(2));
3. Refresh button (Fig.1(3));
4. Registry (Fig.1(4));
5. Pagination (Fig.1(5)).

Fig. 1. Teams page

1.1. Creation tool

Use the Add button (Fig.1(1)) to create a new object. Access to a General tab opens after clicking. You can open tabs for an existing Team through the entries editing tool (see paragraph 1.4.4).

Tabs:

• General;
• Timing;
• Supervisors;
• Agents;
• Permissions.

1.2. 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.

1.3. Refresh button

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:

1. Checkbox;
2. Name;
3. Strategy;
4. Editing tool;
5. Removal tool.

1.4.1. Checkbox

Fig. 2. Confirm deletion modal window

1.4.2. Name

The name of the Team is displayed here. Clicking on the team's name opens that team's General tab.

1.4.3. Strategy

Displays the call distribution strategy for the Agent for this team—more information about strategies is here. 

1.4.4. Editing tool

The General tab opens after clicking on this button. You can change the object's data and go to other tabs for editing.

1.4.5. Removal tool

Fig. 3. Confirm deletion modal window

1.5. Pagination

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. Create a new Team

2.2. Delete a Team

2.3. Delete several Teams

2.4. Edit a Team