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| − | + | = Templates= | |
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| + | Templates allow you to create a set of configuration options that you can apply to agent accounts when you [[UserMan|add an agent]]. The following diagram shows the relationship between the templates and the sequence in which the templates must be created: | ||
| + | |||
| + | [[File:TemplateFlow.png|Sequence of templates]] | ||
| + | |||
| + | To access the '''Manage Templates''' page, click '''Contact Center Settings''', and then click '''Templates'''. | ||
| + | |||
| + | To add a template, select a template type, and then click '''Add'''. For each template that you create, ensure that you give the template a unique name. | ||
| + | |||
| + | [[File:umgr_add_template.png|Image of the Add Template window]] | ||
| + | |||
| + | Click the following links to learn how to configure each template type: | ||
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| + | {{CloudStep_Stack | ||
| + | |title=DN template | ||
| + | |text=DN Templates specify switch and folder where the DN needs to be created. | ||
| + | |media1=Umgr_add_DN_template.png | ||
| + | }} | ||
| + | |||
| + | {{CloudStep_Stack | ||
| + | |title=Login template | ||
| + | |text=Agent Login Templates specify switch, folder, and annex options. | ||
| + | |||
| + | In the '''Agent Login Name''' field, you can use a variable to specify the contents of the field, for example, <nowiki>{{person.userName}}</nowiki>. | ||
| + | |media1=Umgr_add_login_template.png | ||
| + | }} | ||
| + | |||
| + | {{CloudStep_Stack | ||
| + | |title=Place template | ||
| + | |text=Place Templates must contain one or more DN Templates. | ||
| + | |||
| + | If your contact center has requirement to specify unique place names for different business groups or regions, type a place name variable. For example, the place name might be the same as the agent's phone number or as the agent user name. Place names can contain the following variables: | ||
| + | |||
| + | <ul> | ||
| + | <li><nowiki>{{person.userName}}</nowiki></li> | ||
| + | <li><nowiki>{{person.emailAddress}}</nowiki></li> | ||
| + | <li><nowiki>{{phone.number}}</nowiki></li> | ||
| + | <li><nowiki>{{phone.description}}</nowiki></li> | ||
| + | <li><nowiki>{{phone.index}}</nowiki></li></ul> | ||
| + | |||
| + | You can also combine variables. For example: <nowiki>{{person.userName}}-{{phone.index}}</nowiki> creates '''JohnAppleseed-1''' and '''JohnAppleseed-2''' if JohnAppleseed has two phone numbers. | ||
| + | |||
| + | |media1=Umgr_add_place_template.png | ||
| + | }} | ||
| + | |||
| + | {{CloudStep_Stack | ||
| + | |title= | ||
| + | |text=Person Templates define properties such as Channels, Skills, Access Groups, Annex options, folder, and Supervisor role for newly created agents. You also need to select a place template and one or more login template. Then you can select the channels, skills, annex, and access groups that you want to apply to this template. Before you save the '''Person''' template, select the folder where the user is created. | ||
| + | |media1=Umgr_add_person_template.png | ||
| + | }} | ||
| + | |||
| + | ==Next Steps== | ||
| + | |||
| + | Now that you have set up templates, you can proceed to provision your contact center with agents. See [[UserMan|Agent Accounts]]. | ||
| + | [[Category:V:PSAAS:Public]] | ||
Revision as of 13:39, August 10, 2017
Templates
Templates allow you to create a set of configuration options that you can apply to agent accounts when you add an agent. The following diagram shows the relationship between the templates and the sequence in which the templates must be created:
To access the Manage Templates page, click Contact Center Settings, and then click Templates.
To add a template, select a template type, and then click Add. For each template that you create, ensure that you give the template a unique name.
Click the following links to learn how to configure each template type:
DN template
DN Templates specify switch and folder where the DN needs to be created.
Login template
Agent Login Templates specify switch, folder, and annex options.
In the Agent Login Name field, you can use a variable to specify the contents of the field, for example, {{person.userName}}.
Place template
Place Templates must contain one or more DN Templates.
If your contact center has requirement to specify unique place names for different business groups or regions, type a place name variable. For example, the place name might be the same as the agent's phone number or as the agent user name. Place names can contain the following variables:
- {{person.userName}}
- {{person.emailAddress}}
- {{phone.number}}
- {{phone.description}}
- {{phone.index}}
You can also combine variables. For example: {{person.userName}}-{{phone.index}} creates JohnAppleseed-1 and JohnAppleseed-2 if JohnAppleseed has two phone numbers.
Person Templates define properties such as Channels, Skills, Access Groups, Annex options, folder, and Supervisor role for newly created agents. You also need to select a place template and one or more login template. Then you can select the channels, skills, annex, and access groups that you want to apply to this template. Before you save the Person template, select the folder where the user is created.
Next Steps
Now that you have set up templates, you can proceed to provision your contact center with agents. See Agent Accounts.