Product Category | Evolve Contact Suite |
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Product Family | Agent |
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Trouble Type | Adding an Agent |
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Support Tier | Triage |
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Last Updated | 07/19/2018 |
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Step-by-step guide
- Access customer's Setup
- Navigate to Staff through the subsystem and click on Add icon or New Agent
- After clicking Add icon, fillin/check the agent info based on customer request
- Scroll to the buttom to continue the agent portion
If the agent is a regular agent then select their BP and move to the Select
if the agent is a supervisor then select Supervised BP and move it to Selected
(agent can also be both Agent and Supervisor)
- Once complete click OK and deploy
- After deploying the agent's name will be configured
- Click on the agent account name and copy their name
- Last step would be to activate the agent
You may also want to use visual panels to communicate related information, tips or things users need to be aware of. |
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