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To create a new agent using the Add Agent button:

  1. First choose a team the agent will belong to.
  2. Highlight the team name or any agent within the team.
  3. Click Add Agent.



  4. A highlighted entry named New Agent is added to the team. The initial settings for this agent are determined by the team's default settings.

    Note: When an agent is highlighted the following tabs will be displayed on the right: General Information, Security, Change Password, Individual Skills, and WFM. See Agents General Information Tab for more information.
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