Agent Setup

Important

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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.

Agent Setup now has a new and enhanced user interface, making it easier to create users, set up agent groups, and to configure desktop options.

See an overview of the changes in this video.

Tip

Be sure to check out other Agent Setup videos below!

Documentation

Click any of the topics below for details.

Contact Center Configuration

• Configuring desktop settings
• Managing desktop statistics
• 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