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Table of Contents

A. Create an agent account to login the agent dashboard.

Login web application with administrator privilege to create an agent account. 

Access to https://genfinity.primas.net/LinkScopeWeb, enter linkscope as the user name and primas as the password.

Step 1: Create an agent account.

Step 1.1: Navigate to the following: ConfigurationScreen PopAgent

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Step 1.2: Click Image Removed 

Step 1.3: Enter the following example:

Agent ID: 50015

Agent Name: Primas Agent

Agent Password: 50015

Agent Skills: 20031, 20032, 20033

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Step 1.4: Click Image Removed

Step 2: Create an agent extension

Note: Agent ID and Extension are the same.

Step 2.1:  Navigate to the following: ConfigurationScreen PopAgent Extension

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Step 2.2: Click Image Removed

Step 2.3: Enter the following example:

Extension: 50015 (the same name as the agent ID)

Extension Type: Live Agent Extension

Phone number: 7412309890

Registered: Click this checkbox

Allow Remote Login: Click this checkbox

Enable WebRTC: Click this checkbox

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Step 2.4: Click Image Removed

Step 3: Create a web application account for agent.

Step 3.1: Navigate to the following: ConfigurationScreen PopNotifier User

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Step 3.2: Click Image Removed 

Step 3.3: Enter the following example:

User Name: 50015

Email: 50015agent@gmail.com

Location: Genfinity 1 (choose the location the agent belongs to)

Password: 50015

Confirm Password: 50015

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Step 3.4: Click Image Removed

B. Login the agent dashboard.

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For Supervisor or Manager role.

Configure DNIS (Facility)

This is the first VDN that receives the inbound call that helps us to identify the Caller ID (ANI).

The steps add new DNIS as below:

  • Menu navigation: Configuration → Screen Pop→  DNIS
  • Click Add button
  • Enter the required information and click Update button

Ref: Add new DNIS

Configure Skill Extension

This is the Hunt Group Extension (not Skill ID).

The steps add new Skill extension as below:

  • Menu navigation: Configuration → Screen Pop→  Skill Extension
  • Click Add Skill Extension button
  • Enter the required information. Make sure:
    • Hunt Type is "Hunt Skill"
    • Registered checkbox is checked
  • Click Update button

Ref: Add new Skill Extension

Configure Agent Extension

All agent extensions belong to the FreedomQ Hunt Group need to be added into the system for monitoring.

The steps to add new Agent Extension as below:

  • Navigate to menu Configuration → Screen Pop→  Agent Extension
  • Click Add Agent Extension button
  • Enter the required information
    • Make sure the Registered, Allow Remote Login, Enable WebRTC checkbox is checked
  • Click Update button

Re: Add new Agent Extension

Configure Agent Login ID

The steps add new Agent ID as below:

  • Navigate to menu Configuration → Screen Pop→  Agent
  • Click Add Agent button
  • Enter the required information
    • Make sure the correct Skills extension of the Agent is selected from the Agent Skills box. This helps the system determine the agent skills to check the agent available from a Skill.
  • Click Update button

Ref: Add new Agent

Configure Notifier User

A Notifier user is needed for an agent to receive the screen pop.

The steps add new Notifier as below:

  • Navigate to menu Configuration → Screen Pop→  Notifier User
  • Click Add User button
  • Enter the required information
  • Click Update button

Ref: Add new Notifier User

View contact report

The view contact report can view the call detail and hear the conversation record between the agent and the customer.

Navigate to the menu: Report Contact Report

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 Chose contact report type: Contact report detail with recoding

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This is the contact report

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Search

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• Date: Search for day

• Agent: Search for agent ID

• Skillset: Search for skillset(It is VDN) 

• Facility: Search for facility

• Exclude Selected Skillsets

The detail record

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Click Play to hear the record.

This is the record

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For the agent role.

Login web application

Login web application with the agent role to using the agent dashboard.

Access to https://genfinity.primas.net/LinkScopeWeb, enter the agent

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of login information is just created.

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Navigate to

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menu Dashboard → Agent

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2. From the Agent page, click this button

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3. Enter the following example:

Extension: 50015

login information

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Click Image Modified

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The agent dashboard

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The

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outbound calls.

This feature allows agents to initiate a phone call using call control

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:

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Clicking this buttonImage Modified, the system will display the below

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capture Image Added

The agents enter the phone number at the

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text box

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Then click Dial

The system makes a call to the phone number of the customer

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The states.

The states include Ready and Not Ready to receive a phone call

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Ready is  AutoIn 

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The agents can click these buttons to change the working status.

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Logout.

Clicking this button

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allows the agents to logout the agent dashboard.

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The hidden components.

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The switch agent stateImage Modified

This below capture is agent state which can be AutoIn or Aux work or After Call Work or Meeting. Image RemovedReady or Not Ready

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Clicking this switch to display the agent state or hide on the agent dashboard.4.2

The switch call control Image Modified

This is call control when having incoming calls to agents:

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The agents can click this switch to display the call control or hide on the agent dashboard.4.3

The switch queue info Image Modified

This The below capture is queue info

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Clicking this switch to display the queue info or hide on the agent dashboard.4.4

The switch agent info Image Modified

The capture below is agent info

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Clicking this switch to display the agent info or hide on the agent dashboard.4.5

The switch screen pop Image Modified

The screen pop consists of the detailed information pops to go with the specific call.

Clicking this switch to display the screen pop or hide on the agent desktop.4.6

The switch notification Image Modified

The notification is a small notification in the right below of the screen.

Clicking this switch to display the notification or hide on the agent desktop.

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Info

Note: The agent need to click this button Image Added to make the agent is ready to receive a phone call from a queue that the agent belongs to.

The detailed queue info.

The capture of queue info has two parts: the left table and the right side.

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Contents

Description

Skillsets

Agent skill set

Calls In Queue

All calls waiting in the queue

Agent Signed

Show how many agents signed in the specific skill set

Oldest Call Waiting

The longest time wait in the queue

Agent Closed

Number of agents not ready (Auxwork or After Call Work or Meeting)

The right side displays all information of the focused row on the left table.

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The detailed agent info.

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Image AddedThe agent information includes:

Contents

Description

Extension

Extension of agents

Agent ID

Agent ID

Agent Name

Name of agents

State

Work state

Talk Time

Total time the agents spend talking to the customer

Total Call

Total incoming call

Total Answer

Total calls are answered

Total Abandon

Total calls are abandoned

Total Open

Total time the agents spend in ready

Total Close

Total time the agents spend in not ready

Last Login

The last login time of the agents

Last Time In State

The last time in the state of agents

Activity

All detailed activity of agents

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Logout

Click to log out agent

The agent activity report.

At the detailed agent info table, the agents click the blue arrow

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to go to the agent activity report.

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This is the agent activity report.

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Search

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The agents can search at 4 fields:  Extension, Agent ID, From Date, To Date. Then click Search to receive the result.

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Summary

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Contents

Description

Total Not Ready (Close)

Total time the agents spend in not ready

Total Ready (Open)

Total time the agents spend in ready

Last Login

The last login time of the agents

Last Logout

The last logout time of the agents

Last Time In State

The last time in the state of agents

Total Calls

Total incoming call

Answered Calls

Total calls are answered

Talk Time

Total time the agents spend talking to the customer

Abandoned Calls

Total calls which ring to the agent but agent not answer today

Abandon Rate

Abandon rate today

AVG Answer delay

Average time to wait for the customer

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Activity

The system will report for agent activity for 4 categories

Call activity

ACD Login/Logout activity

Change State activity

Notifier Login/Logout activity

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The activity default shows all activity includes: ACD Login, Agent Status, Notifier Login, Call Activity. The agents can select one of these.

Situation 1: The agents chose can choose only ACD Login, the activity includes: Login and Logout

Situation 2: The agents chose agents can choose only Agent status, the activity includes: AutoIn and AuxWork, After Call Work and MeetingReady and Not Ready

Situation 3: The agents chose agents can choose only Notifier Login, the activity includes: NotifierLogin and NotifierLogout

Situation 4: The agents chose agents can choose only Call Activity, the activity includes: Ring, Answer, CallEnd, PlaceCall, Transfer, Conference, Hold, Retrieve

The logout the ACD agent feature.

At the detailed agent info table, the supporterclick the logout button to log out the agent.

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Logic displays the logout button in the "Logout" column

    • Turn on the "Allow Logging Out Of ACD Agent" option
      • Location: Home > Configuration > Screen Pop > User Setting
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    • Admin Role: always show the button 
    • Another Role: Depends on the skill(skill group) assigned to the role

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