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:

• See the agent profiles created
• Create agent profiles
• Edit agent profiles

 

 

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 on  to 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.