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Overview

In order to work with the agent dashboard, we need to complete the following steps:

  1. Add agent information in https://your-server-name/LinkScopeWeb by the admin agent (we need to add Agent Extension, Agent ID, VDN).
  2. The agent activities work in the agent dashboard.

A. The agent administrator privilege.

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

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

Access to https://your-server-name/LinkScopeWeb, and then enter the below login information: 

• User name: linkscope

Password: primas

Step 1: Create a VDN account.

Step 1.1: After loging in completely,  navigate to the following: ConfigurationScreen PopVDN

Step 1.2: Click 


Step 1.3: Enter the following example:

• VDN: 20031

• VDN Name: 20032 Name

• VDN Type: Agent VDN

• Associated DNIS:7144770539

• Language: English

• Survey Number: 0

• Actual Queue: 20031-20031

• Route to Next VDN: can blank.

• Media Type: Phone Call, Chat

Step 1.4:  Click 

Step 2: Create an agent account.

Step 2.1: After loging in completely, navigate to the following: ConfigurationScreen PopAgent

Step 2.2: Click  

Step 2.3: Enter the following example:

• Agent ID: 50015

• Agent Name: Primas Agent

• Agent Password: 50015

• Agent Skills: 20031, 20032, 20033

Agent Skills are the above created VDN.

Step 2.4: Click 


Step 3: Create an agent extension

Note: Agent ID and Extension are the same.


Step 3.1:  Navigate to the following: ConfigurationScreen PopAgent Extension

Step 3.2: Click 

Step 3.3: 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

Step 3.4: Click 

Step 4: Create a web notifier account for the agent.

Step 4.1: Navigate to the following: ConfigurationScreen PopNotifier User

Step 4.2: Click  

Step 4.3: 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

Step 4.4: Click 

2. View contact report 

View contact report to hear the conversation record between the agent and the customer.

1. Navigate to the following: Report Contact Report

 2. Chose contact report type: Contact report detail with recoding

3. This is the contact report

3.1 Search

• Date: Search for day

• Agent: Search for agent ID

• Skillset: Search for skillset(It is VDN) 

• Facility: Search for facility

• Exclude Selected Skillsets

3.2 The detail record

Click Play to hear the record.

3.3 This is the record

B. The normal agent privilege.

1. The agent login web application.

Login web application with agent privilege to using agent dashboard.

Access to https://genfinity.primas.net/LinkScopeWeb, enter the agent of login information is just created. Enter the following example:

• User Name: 50015

Password: 50015

Step 1: After logging in the system, navigate to the following: Dashboard->Agent

Step 2. From the Agent page, click this button

Step 3. Enter the following example:

• Extension: 50015

• Password: 50015

Step 4. Click 

2. The agent dashboard

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

  

1. The outbound calls.

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

1.1 Clicking this button, the system will display the below capture

1.2 The agents enter the phone number at the textbox

1.3 Then click Dial

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

2. The states.

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

Ready is  AutoIn 

Not Ready is Auxwork or After Call Work or Meeting.

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

3.  Logout.

Clicking this buttonallows the agents to logout the agent dashboard.

4. The hidden components.

4.1 The switch agent state

This below capture is agent state which can be AutoIn or Aux work or After Call Work or Meeting. 

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

4.2 The switch call control 

This is call control when having incoming calls to agents:

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

4.3 The switch queue info 

The below capture is queue info

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

4.4 The switch agent info 

The capture below is agent info

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

4.5 The switch screen pop 

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 

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.

5. The detailed queue info.

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

The left table displays five columns: Skillsets, Calls In Queue, Agent Signed In, Oldest Call Waiting, Agent Closed.

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.

6. The detailed agent info.

The 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

7. The agent activity report.

At the detailed agent info table, the agents click the blue arrow to go to the agent activity report.


This is the agent activity report.

7.1 Search

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

7.2 Summary

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


7.3 Activity

The system will report for agent activity for 4 categories

• Call activity

• ACD Login/Logout activity

• Change State activity

Notifier Login/Logout activity

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 can choose only ACD Login, the activity includes: Login and Logout

Situation 2: The agents can choose only Agent status, the activity includes: AutoIn and AuxWork, After Call Work and Meeting

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

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






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