On the General Information tab you may configure settings related to Identification, Caller ID, Default General Settings, and Default In-call Status Timeouts. Settings labeled default will be applied to new agents when they are created. These settings can later be adjusted for each agent on an individual basis.
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- Location: - Required only if multiple offices have been created; use the dropdown drop down menu to select an office for the team. Please see Offices for more information.
- Supervisor: - This setting is only used in conjunction with Classifications (Flagging Reasons) or the WorkForce management add-on. Please see corresponding documentation to use this feature.
- Initial in-call status: - This setting controls which agent status the CCA launches into when a user signs in. Use the dropdown drop down menu to choose one of the following: Not Ready, Available, Accept Internal Calls, Busy – On Break, or Busy – Other.
- Status timeouts timeouts consist of the following: Not Ready, On-Call, Wrap-up, On-Break, Other, and On-Hold. These status timeouts define thresholds or what is considered an acceptable amount of time for an agent to remain in each status. When a timeout threshold is reached, the time in the agent's CCA will turn red as a visual alert. The agent's name will also turn red on the Monitoring screen of the Admin Portal. Note: Any changes made to the timeout threshold can take up to an hour to come into effect. Enter times in the 24-hour format (hh:mm:ss)
- Not Ready – occurs either when the CCA is launched or a dial-out is cancelled
- Wrap-up – occurs after completing a call, email, or chat
- Other – occurs when an agent selects a custom activity from the CCA Other status list
- On-Call – occurs when an agent is on an inbound or outbound call
- On-Break – occurs when an agent selects the Busy – On Break status
- On-Hold – occurs when an agent places a call on hold using the CCA. Default timeout is set for five minutes. When a call is retrieved from hold, the timer for "on-hold" resets. If the agent places the same call on hold again, the timer starts from zero again.
Note: The On Hold event alert takes precedence over other alerts in the CCM Current Agent Status section. Regardless of threshold setting, any call placed on hold will show the In Call – On Hold current call state.
- Force to Available after timeout condition when in Not Ready, or Wrap-up – Place a checkmark here to force the CCA to automatically change the agent's status to Available when the threshold is reached for Not Ready or Wrap-Up.
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