Agents (Supervisor)

1. Description

All Agents are displayed for which the User who entered this page (or someone on behalf of this User) is a Supervisor or Team Admin.

The Agent on this page can only see data about himself.

It consists of the following elements:

  1. Search field (Fig.1(1));

  2. Export CSV (Fig.1(2));

  3. Filter block (Fig.1(3));

  4. Registry (Fig.1(4));

  5. Pagination (Fig.1(5)).

Fig. 1. Agents page

1.1. Search field

The search is performed on the Name column.

Consists of an input field and a close button (), which is displayed when you enter data in the input field.

You can create a search query in regex format, and the system will display the results that match it.

1.2. Export CSV

It is designed to export data from the registry. When you click on the Export CSV button, the agents.csv file is downloaded, which contains information about Agents.

1.3. Filter block

It is designed to filter the data that is displayed in the registry.

It consists of the following elements:

  1. Filtering fields (Fig.2(1));

  2. Reset filters button (Fig.2(2));

  3. Expant filters button (Fig.2(3)).

Fig. 2. Filter block

1.3.1. Filtering fields

Available fields for filtering:

  • Status;

  • Queue;

  • Skill;

  • Team;

  • Supervisor;

  • Auditor;

  • Location;

  • Utilization progress. 

 

Depending on the user's rights to view the page, the number of displayed fields may differ.

1.3.2. Reset filters button

1.3.3. Expant filters button

1.4. Registry

It is designed to display entries with data about Agents.

It consists of the following elements:

  1. Select visible columns (Fig.3(1));

  2. Refresh button (Fig.3(2));

  3. Registry (Fig.3(3)).

Fig. 3. Registry

1.4.1. Select visible columns

It is designed to select the columns displayed in the registry.

The Select visible columns modal window opens (Fig.4) when you click the button.

Fig. 4. Select visible columns modal window

Select the checkbox (Fig.4(1)) - this column is displayed in the registry;

Clear the checkbox (Fig.4(2)) - this column is displayed in the registry.

1.4.2. Refresh button

(Fig.3(2)).

1.4.3. Registry

The data in the registry is updated every 10 seconds.

The following columns are available in the registry:

  • Checkbox;

  • Name - the name of the Agent; Clicking on the Agent's name opens the Agent's tab;

  • Status - Status in which the Agent is now;

  • Status duration - the amount of time during which this Agent is in the status;

  • Team - the Team to which the Agent belongs;

  • Queues - Queues served by the Agent;

  • Utilization - displays the percentage of time in online status to time in the system;

  • Call time - the amount of time during which the Agent was in conversations;

  • Chat time - the amount of time during which the Agent was in chats;

  • Transferred - the number of calls that were transferred to other Agents;

  • Missed - the number of calls missed by the Agent;

  • Occupancy - conversation to online time ratio (in percents).

 The tool for listening to the call appears in the Call time column. (Fig. 5) if the Agent is currently in a conversation.

Fig. 5. The tool for listening

Listening is only available to a User with Eavesdrop call permission. You can configure this permission on the Role Permissions tab for the Role assigned to the User.

The window for listening to an active call opens (Fig. 6) when you click on the button

Fig. 6. Call listening window

1.5. Pagination

2. Opportunities

2.1. Selection of displayed columns in the registry

Goal

Select of displayed columns in the registry

Goal

Select of displayed columns in the registry

Preconditions

  1. Access to the Supervisor application;

  2. Access to the Agents section in the Supervisor application;

  3. The presence of at least one Agent.

Steps

 

  1. Click the 

    button. The Select visible columns modal window opens (Fig.4).

  2. Columns to display in the table - select in the checkbox: columns that should not be displayed - clear checkboxes.

  3. Click the Add button.

Result

The modal window closes. The selected columns are displayed in the registry.

2.2. Export of Agent data

Goal

 Export of Agent data

Goal

 Export of Agent data

Preconditions

  1. Access to the Supervisor application;

  2. Access to the Agents section in the Supervisor application;

  3. The presence of at least one Agent.

Steps

  1. Click the Export CSV button.

Result

The agents.csv file is downloaded, which contains information about the Agents.

2.3. Filter the displayed data in the Registry

Goal

Select to display Agents with VIP Skill

Goal

Select to display Agents with VIP Skill

Preconditions

  1. Access to the Supervisor application;

  2. Access to the Agents section in the Supervisor application;

  3. The presence of at least one Agent;

  4. The presence of a VIP Skill.

Steps

  1. Click on the Skill field. A drop-down list with existing Skills opens.

  2. Select the VIP Skill. If the required Skill is not in the displayed list, then use the Skill field as a search field - enter VIP.

  3. Click on VIP.

Result

The data registry is reloaded, and the data for the selected filter is displayed.