User Guide - Agent Portal - Process Flow Diagrams

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• User Guide - Agent Portal - Call Handling

  Agent Portal Call Handling The first thing that needs to happen before calls can be handled by an Agent is to change his/her status to Available. This is performed by clicking on the status button (icon) on the left menu area. Refer to the following ...

• User Guide - Agent Portal - Installation

  Agent Portal The ChaseData CCaaS Agent Portal application is the all-inclusive interface for all Call Center agent activity. It is a clean, easy-to-use, but feature-packed client application, which allows every agent to perform the assigned ...

• User Guide - Agent Portal - Tools

  Agent Portal Tools Chat Agents have the ability to communicate with each other, and with managers and supervisors, via an internal Chat tool, and according to what the corresponding Agent Skills allow them to do. Chat Channels are configured by a ...

• User Guide - Agent Portal - Information Management

  Agent Portal Information Management Call History With proper permissions (Skill), Agents have the ability to reference the history of calls in order to properly perform follow ups and determine the current viability of an action towards a Contact. ...

• User Guide - Agent Portal - General GUI Components

  Agent Portal General GUI Components After login, the main screen is displayed; the appearance of this window depends somehow on how the applicable Campaign has been configured, but in general the following pictures represent a typical basic Agent ...