ECS Setup and Manager Help Content

This document provides links to all help content for the ECS Setup and Manager Client.  It is broken up into each subsystem of the Setup and Manager client: Business Structure, Staffing and Implementation.

Setup Help Content

Business Structure

Staffing

Implementation

Business Process

 

Manager Help Content

Below is a list of all activities that can be performed in the Manager Client.  Each activity is listed in the appropriate subsystem with the appropriate link to the help content for each activity.  The help content will also contain activities that can only be performed in the Setup Client.

  • Adding a New Agent Profile
  • Changing Agent Parameters
    • Change Agent’s Load Allowance
  • Assigning Agents to Business Processes
  • Assigning a Supervisor to a Business Process
  • Defining Wrap-up Time
  • Changing an Agent’s Phone Extension
  • Activate Special Treatment Flow
  • Setting Alerts and Warnings
  • Adding Contacts to the Address Book
  • Changing Contact Center Operation Hours
  • Creating Disposition Codes

Business Structure

  • Adding Contacts to the Address Book – Address Book
  • Changing Contact Center Operation Hours

Staffing

  • Adding a New Agent Profile – Agents
  • Changing Agent Parameters – Agents
    • Change Agent’s Load Allowance
  • Changing an Agent’s Phone Extension – Agents

Implementation

Business Process

  • Activate Special Treatment Flow – General
  • Defining Wrap-up Time – Handling Defaults
  • Assigning Agents to Business Processes – Staff
  • Assigning a Supervisor to a Business Process – Staff
  • Creating Disposition Codes – Dispositions