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Table of Contents

FortiVoice Phone System Administration Guide

Configuring agent profiles

Create agent profiles to define agent privileges for processing calls. Agent profiles become effective when they are applied to the agent extensions. For more information, see Setting up local extensions.

To create an agent profile

  1. Go to Call Center > Profile > Profile.
  2. Click New.
  3. Configure the following:

    GUI field

     

    Description

    Name

    Enter a name for the profile.

    Agent

    Select the calls an agent can make or process.

     

    Pickup call from queue

    Select to allow the agent to answer queue calls.

     

    Ring no answer

    Select the action to take when nobody answer a call in the queue.

    • Do nothing: No action is taken and the call keeps ringing.
    • Auto pause: The call is paused automatically.
    • Auto logout: The agent to whom this profile applies is automatically logged out of the queue.
    • Auto hold off: The call is automatically put on hold.

     

    Hold off time

    If you select Auto hold off for Ring no answer, enter the time to put a call on hold.

    Queue

    Select to allow an agent to prioritize the calls in the queue or transfer calls to another queue on the agent console of the user web portal.

    If you select Caller prioritization, the Priority button appears on the agent console of the user web portal. If you select Transfer call to another queue, the Transfer button appears on the agent console of the user web portal.

    For Paused agent ring option, if you want to ring agents in pause status, select Ring Targeted.

    Manager Privilege

    If the agent is a manager, select the privileges to manage the agents using the agent console of the user web portal.

    The privileges include coaching, listening, and logging in and logging out agents, or pausing and resuming agents.

    Agent Console Privilege

    Select Enable agent console to choose the widget and GUI popup alert for an agent to view on the agent console of the user web portal.

    Monitoring Console Privilege

    Select to enable monitoring console on the user web portal.

    Monitoring Queue

     

     

    Member of queues

    Select to enable the agent to only monitor the queues of which the agent is a member.

     

    Selected

    Select the queues the agent is allowed to monitor by moving the selected queues from the Available field to the Selected field. The Available field lists all queues regardless if the agent is a member of them.

     

    All

    Select to allow the agent to monitor all call queues.

  4. Click Create.

Configuring agent profiles

Create agent profiles to define agent privileges for processing calls. Agent profiles become effective when they are applied to the agent extensions. For more information, see Setting up local extensions.

To create an agent profile

  1. Go to Call Center > Profile > Profile.
  2. Click New.
  3. Configure the following:

    GUI field

     

    Description

    Name

    Enter a name for the profile.

    Agent

    Select the calls an agent can make or process.

     

    Pickup call from queue

    Select to allow the agent to answer queue calls.

     

    Ring no answer

    Select the action to take when nobody answer a call in the queue.

    • Do nothing: No action is taken and the call keeps ringing.
    • Auto pause: The call is paused automatically.
    • Auto logout: The agent to whom this profile applies is automatically logged out of the queue.
    • Auto hold off: The call is automatically put on hold.

     

    Hold off time

    If you select Auto hold off for Ring no answer, enter the time to put a call on hold.

    Queue

    Select to allow an agent to prioritize the calls in the queue or transfer calls to another queue on the agent console of the user web portal.

    If you select Caller prioritization, the Priority button appears on the agent console of the user web portal. If you select Transfer call to another queue, the Transfer button appears on the agent console of the user web portal.

    For Paused agent ring option, if you want to ring agents in pause status, select Ring Targeted.

    Manager Privilege

    If the agent is a manager, select the privileges to manage the agents using the agent console of the user web portal.

    The privileges include coaching, listening, and logging in and logging out agents, or pausing and resuming agents.

    Agent Console Privilege

    Select Enable agent console to choose the widget and GUI popup alert for an agent to view on the agent console of the user web portal.

    Monitoring Console Privilege

    Select to enable monitoring console on the user web portal.

    Monitoring Queue

     

     

    Member of queues

    Select to enable the agent to only monitor the queues of which the agent is a member.

     

    Selected

    Select the queues the agent is allowed to monitor by moving the selected queues from the Available field to the Selected field. The Available field lists all queues regardless if the agent is a member of them.

     

    All

    Select to allow the agent to monitor all call queues.

  4. Click Create.