Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Log in to the Admin portal per usual.

  2. Navigate to Configure > General > Scheduled Telagent.

    Image RemovedImage Added

  3. The Scheduled Telagents page appears.

    Image RemovedImage Added

  4. Enter information about the new schedule as follows:

    1. Schedules: Click Add to create a new schedule.

    2. Name: Enter a name for the new schedule.

    3. From and To: Enter the dates when the schedule should start and end.

      Image Removed

      .

    4. Time Zone: Choose a time zone applicable to this particular scheduled telagent.

      Important The time zone defaults to the time zone set up for the account. The change you make here will be applicable to this particular scheduled telagent and does NOT affect the account time zone.

      Image Added

  5. In the Applicable Hours tab, select the days and hours when the calls should be diverted to the Telagents.
    Note: Duration indicates the length of time that an agent will be logged on as Telagent. In the image below, agents are scheduled as Telagents on Monday, Wednesday, and Friday. On Mondays, Telagents will be signed in from 8:00 AM to 12:00 PM (a duration of 4 hours). On Tuesdays, Telagents will be signed in from 1:00 PM to 5:00 PM (a duration of 4 hours). On Fridays, Teleagents will be signed in from 9:30 AM to 6:00 PM (a duration of 8 hours and 30 minutes).

    Image RemovedImage Added

  6. In the Agents tab, select the agents and telephone numbers that will be scheduled as Telagents.

    1. Phone Ext: Enter the extension that matches the number where the agent will receive voice calls. The extension entered here should match an extension in the Phonebook. (For more information about extensions and the Phonebook, see Phonebook.)

    2. Agent: Select the agent that will be signed on as Telagent.

    3. Click Add Agent and continue adding agents if necessary.

      Image RemovedImage Added


...

Updating or Deleting Telagents 

...

  1. From the Schedules list, select the name of the schedule you want to delete or update.

  2. Do one of the following:

    1. If deleting, click Delete.

      Image RemovedImage Added

    2. If updating, make all necessary changes (From/To dates, Applicable Hours, or Agents), and then click Update.

      Image RemovedImage Added