Agent Setup

Agent Setup is a cloud-based web application that allows you to manage your cloud-based contact center and your agent accounts for products such as Agent Desktop and Gplus Adapters.

Tip

Be sure to check out our Agent Setup videos below!

Documentation

Click any of the topics below for details.

Contact Center Configuration

• Configuring desktop settings
• Managing skills
• Managing desktop options
• Managing CRM Adapter options
• Managing Agent Groups
• Managing Transactions
• Managing Templates

Agent Provisioning

• Adding agents
• Importing multiple agents
• Exporting agents

Agent Setup Videos

Below are some video tutorials on working with Agent Setup to configure and provision your contract center.

Note:

• While the Agent Setup interface in these videos has changed slightly in each release, the steps are basically the same for each release.

How to add a single agent	How to update multiple agents
How to import multiple agents