1. Description

Here you enter information about the Agent or Supervisor.

Consists of fields (Fig.1):

1. User;
2. Description.

Состоит из полей:

1. Поле "Пользователь";
2. Переключатель "Супервизор".
3. Поле "Команда";
4. Поле "Супервизор";
5. Поле "Аудитор";
6. Поле "Площадка";
7. Поле "Медиафайл";
8. Поле "Количество одновременных звонков";
9. Поле "Количество одновременных чатов".

Рис. 1. Страница детали "Общее" для оператора

Рис. 2. Страница детали "Общее" для супервизора

1.1. Поле "Пользователь"

When you click on the User field, a drop-down list opens from which a choice is made. You can use the User field to search if the required list is not shown.

The drop-down list only displays Users who are not yet Agents or Supervisors. How to create a new User is included here.

1.2. Переключатель "Супервизор"

It is designed to set the rights of the Supervisor:

- the User does not have Supervisor rights. The Supervisor field is available (Fig.1);

- the User has supervisor rights. The Agent tab is available (Fig.2).

1.3. Поле "Команда"

It is designed to select the Team of the Agent. The Agent can work within the same Team.

When you click on the Team field, a drop-down list opens from which a choice is made. You can use the Team field to search if the required list is not shown.

How to create a new User is included here.

1.4. Supervisor field

Available only for the Agent (see point 1.2). It is used to select a Supervisor for this Agent.

When you click on the Supervisor field, a drop-down list opens from which a choice is made. You can use the Supervisor field to search if the required list is not shown.

One or more Supervisors can be assigned to one Agent.

1.5. Поле "Аудитор"

It is designed to select an Аудитор for the Agent.

When you click on the Аудитор field, a drop-down list of Users opens from which a choice is made. You can use the Аудитор field to search if the required list is not shown.

One or more Аудитор can be assigned to one Agent.

1.6. Поле "Площадка"

It is designed to select the Location from which the Agent will work. The Locations determine the Agent's time zone.

When you click on the Location field, a drop-down list opens from which a choice is made. You can use the Location field to search if the required list is not shown.

How to create a new Location is included here.

1.7. Поле "Медиафайл"

The field for selecting a sound file for a personal greeting.

1.8. Поле "Количество одновременных звонков"

Determines how many simultaneous outgoing calls can be made to this Agent when using Progressive (this parameter is also used in cases where the Predictive dialer switches to Progressive) Dialer.

1.9. Поле "Количество одновременных чатов"

Here enter the number of simultaneous Chats that the Agent can handle.

2. Opportunities

2.1. Change the Name/Flow schema/Description 

2.2. Назначение пользователя супервизором

2.3. Изменение количества одновременных звонков/чатов