9.1 Manage Agent

Add Agent:

• Select the Add Agent menu, from the Manage Agent option.

• On the "Info" Tab, Select the name of the Agent.

• Upon choosing the agent's name, the user's email and mobile number will be automatically filled in.

• Enabling the "Sent Missed Call Alert" checkbox triggers a Telegram alert to be sent to the agent

Fig 9.1.1

• In the "Department" Tab, agents have the option to be linked with a single department or multiple departments.

Fig 9.1.2

• In the "Phone" Tab, agents have the option to be linked with a single Cloud Number or multiple Cloud Number.

Fig 9.1.3

• After filling in the required valid details, click “Update" to save.

Managent Agent:

The Manage Agent page lists the Agent thus added.

Follow these steps to manage the agents:

• Select the Manage Agent menu, from the Admin option.

• In this section, you will find field featuring “Search" and “Edit" functionality.

Fig 9.1.4

• Selecting the checkbox displays active agents, while deselecting it shows inactive agents.

• In order to find a particular Agent, you can use the Quicksearch filter, then hit the “Search" button

Edit Agent:

• You can edit the field by clicking the Tag icon.

• On the Edit Agent page, you can modify the Agent Name, Mobile, Send Missed Call Alert, Department Name, Agent Number.

• You have the option to enable or disable a Agent using the Enable Toggle.

• In the “Event Log Tab”, changes made in Edit Agent are recorded with modification dates and descriptions.

Fig 9.1.5
Fig 9.1.6
Fig 9.1.7
Fig 9.1.8

• Click “Update” button to save the changes.