Overview

The Agents module allows you to create and manage agent profiles, where an agent is a contact centre employee who is responsible for external interactions, and who is registered to use the Agent Toolbar as their communications interface.

An agent profile informs the contact centre software about what accesses and permissions the agent has been granted when logged into the Agent Toolbar.

Where to find the Agents module:

  1. Open the Workspace

  2. Select Agents from the Administration menu


1. Display Agents

A list of agents is displayed when you first open the Agents module.

For each agent, the list displays the following details:

Column

Contents

Click the Selection Checkbox to select the agent.

This icon is black when the agent login status is enabled and is grey when its login status is disabled. The enable/disable control is located in the Add Agent or Edit Agent dialog

Agent ID

On the top line, the Agent ID is displayed.
On the second line, the Username of the agent is displayed.

First Name

The First Name of the agent is displayed

Last Name

The Last Name of the agent is displayed

Agent CLI

If a CLI number is assigned it is displayed; otherwise, the Organisation CLI is the default CLI

Timezone

The Timezone in which the Agent will work

The Edit icon appears if the mouse pointer is located above a row. If this is clicked, the Edit Agent dialog is opened


2. Search Agents

Initially, there is no filtering applied to the list of agents, which are displayed in pages of 15 records. Two search options are presented:

  • Quick Search
    If you know the Agent ID or Agent Name, enter it, or a part of it, into the Quick Search field and click the Search icon to locate the agent with that ID.

  • Search Options
    This advanced search feature allows you to reduce the list of agents displayed by adding one or more search criteria.

  1. Click Search Options to open the advanced search options.

  2. Enter your search criteria.

  3. Click Search.

The search criteria include:

Search Parameter

How to use this control

First Name

Enter the first few characters or all of the first name

Last Name

Enter the first few characters or all of the last name

Agent User Name

Enter the first few characters or all of the user name

Agent ID

Enter the first few digits or all of the agent ID

Agent CLI

Select a CLI from the drop-down list

Agent Status

Select from All, Active-Only, or Inactive Only


3. Add a new agent

  1. Open the Workspace

  2. Select Agents from the Administration menu

    1. To create a new profile, click the Add icon (plus symbol) in the header of the display

    2. To edit an existing profile, click the Edit icon (pen symbol) that is visible to the right of the record when you hover over the row

Input the new agent's details as described in the following table:

Log In name

See also Enable Agent Login in the Agent Permissions section below

First Name

Enter the first name. Use only alphanumeric characters and spaces. An apostrophe or hyphen is permitted

Last Name

Enter the last name. Use only alphanumeric characters and spaces. An apostrophe or hyphen is permitted

Agent Username

The Username must be a unique identifier. It can contain alphanumeric characters but cannot contain any Prohibited Characters

Agent Email

Enter the Agent's email Address

LDAP Enabled

LDAP can be configured at one or more of three levels: System, Tenant, or Organisation. The default setting is Organisation
Your service provider may offer an LDAP service at the System or Tenant level
You can configure an organization-level LDAP service in the Organisation Settings

LDAP User Name

Enter the name known to the LDAP server for this agent

LDAP Level

The default setting is Organisation

Password

The Password must comply with the password policy established by the Administration Team
This field is not visible when LDAP is enabled.

Display Name

Enter the name to be displayed on the Agent Toolbar and in Queues and Wallboards

Agent Toolbar Registration

These selections will be presented as the default in the login dialog on the Agent Toolbar however the agent can alter each setting to suit their need at the time

Phone PIN

Enter a Personal Identification Number that the Agent can use to register on the Tool Bar

Connection Mode

Choose between System Calls Agent and Agent Calls System. This setting will be presented as the default on the login dialog on the Agent Toolbar however the agent can alter the setting to suit their need at the time

Connection Persistence

When checked, the connection between the agent and the system is maintained between agent/contact interactions. This setting will be presented as the default on the login dialog on the Agent Toolbar however the agent can alter the setting to suit their need at the time

Default Phone Number

Enter the default phone number for this agent. This setting will be presented as the default on the login dialog on the Agent Toolbar however the agent can alter the setting to suit their need at the time

Chat

Further Chat configurations can be found in Administration>Organisation Settings>Chat Settings

Maximum active chats

Set the number of concurrent chats in which an agent is allowed to participate. Select between one and five.
This setting overrides the Organisation Setting

Avatar

Click on Choose File to browse for the image that is to be used for this agent's avatar.
Use the Remove Avatar checkbox to remove the currently selected image

Timezone Settings

These settings are used when displaying times for events that are specific to the agent - for example, the agent's last logged in date and time. The fields in the drop-down lists are those used in the IANA Timezone database (see IANA Timezone database). 
The IANA convention is to refer to timezones using a concatenation of the region and the local timezone description, separated by a '/' character. For example, "Australia/Sydney". The default agent timezone setting is the same as the organisation timezone

Timezone Region

Enter the region in which the agent is located from the drop-down list

Timezone

Enter the timezone in which the agent is located from the drop-down list

Agent Permissions

Enable Agent Login

Enables the agent to log in. The default setting is enabled

  • If this checkbox is not checked, the agent's account is effectively disabled

  • If the agent's account is inactive for more than the Max Inactivity Period (days), as specified by the system administrator in the Organisation Security Settings, then this checkbox is cleared

  • If the Maximum Wrong Password Attempts, as specified by the system administrator in the Organisation Security Settings, is exceeded during logging into the Toolbar then this check box is cleared

Agent CLI

Select a specific Caller Line Identification (CLI) number for the agent or set the default Organisation CLI from the drop-down list

This number will be used for every campaign with which the agent is associated. It will override any Campaign CLI and the Organisation CLI

Pause Reasons

Ensure the checkbox is checked to enable the presentation of a list of pause reasons to the agent when they click on Pause. The agent can select a pause reason from the list but may not be required to do so

In Resources > Toolbar > Pause Reasons, there is a control that enforces a valid agent pause reason. 

Lead Manager

Ensure the checkbox is checked to allow this agent to open the Lead Management dialog in which they can specify a campaign name and search the leads imported to that campaign

Callback List

Ensure the checkbox is checked to allow this agent to open a list of Agent Callbacks assigned to them that are due on that calendar day. This display is view only

Language

Select a preferred user interface language to the agent from the drop-down list

Default Outbound campaign

Assign a default outbound campaign to the new agent. 
The default outbound campaign is used in Client Relationship Management (CRM) integration when an outbound call is initiated by the CRM. If the CRM does not specify a campaign for the call, this default campaign will be used to trigger the screen pop

Receive transferred calls when paused

Ensure the checkbox is checked to allow the agent to receive call transfers from other agents when they are in the paused state

Email Search

Ensure the checkbox is checked to allow the agent to search for an email from the agent toolbar, as described in Search for referenced emails in Agent Toolbar

Campaign Access

Running Outbound Campaigns Only

Ensure the checkbox is checked to set the agent's display to show only outbound campaigns during a Manual Call
If not checked, all campaigns are shown.

Agent Toolbar Display Settings

Click the checkbox below each of the following display options to hide or show them in the agent toolbar:

Display number of voice calls
waiting

Show or hide the number of calls waiting in the voice queue for all of the inbound voice campaigns to which this agent is assigned

Display number of emails
waiting

Show or hide the number of emails waiting in the email queue for all of the email campaigns to which this agent is assigned

Display number of chats
waiting

Show or hide the number of chat requests in the chat queue for all of the campaigns to which this agent is assigned 

Display Manual Call feature

Show or hide the Manual Call button that opens a popup window that allows the agent to make a manual call when in the paused state

Display Agent Call button

Show or hide the Agent Call button that opens a popup window that allows the agent to make an internal call to another agent or supervisor

Go to the Assigned Teams Tab

  1. In the Is Assigned column select All

  2. Select the Teams you would like to add the Agent to

  3. Press the Add (plus) button in the header

If the relevant Team doesn’t display you can create in the Teams module in the Administration menu


3. Setting up a Direct In Dial (DID) for an Agent 

 There are 3 main elements that you need to configure:

  1. Assign the phone number to the Agent  

  2. Choose or create a campaign that you want the call to be associated with for reporting purposes. This campaign will also define the settings that apply to the call like if the call is recorded and what Wrap Codes available to be added to the phone call

  3. Create a workflow that defines what happens if the Agent on pause or logged out (for example diverts to voicemail or another phone number)

 Configurations steps

These steps explain how to set up a DID for an Agent that will divert to voicemail if they are not available: 

  1. Create/Edit the Agent – ensure that their email address is filled in (this will be used to send an email to the agent with the voicemail recording attached if the agent is not available). Go to Administration>Agents

  2. Create an Inbound Campaign, assign Wrap Codes, and add the agents you would like to have a DID functionality. Go to Campaigns>Configuration, Wrap Codes, and Queues

  3. Ensure you have an email channel set up (go to Channels>Email)

  4. Create an email template and ensure that the ‘Destination Type’ is ‘Agent email’ (if you do not see this field contact ipSCAPE and ask them to enable DID functionality). Go to Resources>Email Templates

  5. Create a Workflow select the ‘Capture Voice’ object. Go to Resources>Workflows

  6. Assign a phone number to the Agent. Go to Channels>Voice and select Use as Agent Direct in Dial number


4. Agent Extensions

The native ipSCAPE agent extension allows agents to establish a connection with our voice servers rather than a third-party PABX or other landline. 

This is an ‘on-net’ connection which means there is no charge for agents regardless of whether they are using ‘system calls agent’ or ‘agent calls system’.

  • Acts as a ‘light’ PABX extension

  • Free-agent leg connectivity – on-net calls – no call costs

  • For agent connectivity to the ipSCAPE environment only

  • Can be used in conjunction with agent DID (additional DNIS will be required for agent DID)

  • Compatible with a softphone or sip handset

  • SIP handset – register IP address & match it to the ipSCAPE agent extension

Configuring Agent Extension

  • Confirm the following with the ipSCAPE Helpdesk:

    • your ipSCAPE instance’s agent extension prefix

      • the prefix will be added to the beginning of the agent number to give you your agent extension

      • for example; where the agent id is 1427 & the prefix is 50143, the agent extension will be 501431427

  • your ipSCAPE instance’s agent extension password

  • ipSCAPE SIP server settings

  • Associate your softphone or SIP handset with the agent extension, password & SIP server.  For example:

    • Username / ID =   501431427

    • Password =    50738748 

    • SIP Server / Domain =    180.92.199.7