Agent Profiles are directly associated to Call barring profiles. With agent profiles you can set call barring profiles for an agent, with a service associated (not mandatory).
Note: If a manual call is made (successfully), it means the conditions of the call barring profile were met. If a service is associated (either to the Call barring profile or to the Agent profile), the manual call is registered with that service.
On the Agent profiles page, you can:
Agent profiles list
The Manage Agent profiles window shows a list of agent profiles created, along with the selected information about them:
On the Agent profiles homepage you can:
- Edit the information displayed
- Refresh the information displayed
- Filter the information displayed
- Delete an agent profile
- Duplicate an agent profile
To edit the information displayed:
- Click on
to open the settings pop-up:
- On the pop-up:
- Click on the check box of the information you want displayed.
- The selected columns have a
and are presented on a list on top.
- The unselected columns have a
and are present on a list below.
- Click SAVE to apply changes.
The information available for selection is:
Name | - | The agent profile identification. |
Description | - | The agent profile description. |
Dial plan | - | The dial plan assigned to the agent profile. |
Default Campaign | - | Which campaign the call is associated to. |
To refresh the information displayed:
- Click on
.
To filter the information displayed:
- Click on
.
- Select a category from the drop-down menu.
- On the selected category, click on
.
- Select the desired items.
Note: Click onto delete the filter.
To delete an agent profile:
- Select the agent profile(s) by clicking on the row's checkbox.
- On the top right-side of the screen, click on
to delete the dial plan(s).
or - Click on
on the agent profile's row.
- Click on Delete from the drop-down menu.
To duplicate an agent profile:
- Click on
on the agent's profile row.
- Click on Duplicate from the drop-down menu.
Create Agent profile
Click on to open the Create agent profile pop-up window:
On the Create agent profile pop-up window:
- Insert the agent profile name (mandatory).
- Insert a agent profile description (mandatory).
- Select the dial plan from the drop-down menu.
- Select the default campaign from the drop-down menu.
- Click CREATE to apply changes and close the pop-up window.
Edit Agent profile
Click on on the agent profile's row and click on Edit to open the agent profile pop-up window:
On the Edit agent profile pop-up window:
- Insert the agent profile name (mandatory).
- Insert a agent profile description (mandatory).
- Select the dial plan from the drop-down menu.
- Select the default campaign from the drop-down menu.
- Click EDIT to apply changes and close the pop-up window.