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Agent states track an agent's activity and make an agent available to take calls. For more information about agent states, see Agent states in ContactPad.
If your account is enabled to do so, you can add new minor agent states, and edit new and existing minor states. You can also set the initial agent login state.
You can add a maximum of 200 minor states to each major state. |
To add a new minor agent state, perform the following steps:
In the Select the Major state to set up list, click the major state that you are creating a new minor state for. The list of existing minor states appears.
You cannot add new minor states to the Ready state. |
Click Add. A new minor state appears at the bottom of the list of minor states.
To edit a new or an existing minor state, perform the following steps:
Click Edit alongside the minor state.
The minor state appears in edit mode. Change the name—this name appears in the agent's ContactPad—if required. Select or click to clear the corresponding Enabled check box to enable or disable the minor state.
When an agent logs into ContactPad, their initial state will be that state set in the Agent States area.
To set the initial agent login state, click the required state in the Select the initial agent login state list in Configuration (Account Settings)). The Select the initial agent login state list contains both default and custom states.
We recommend that you do not select Wrap Up as the initial login state due to potential issues. |
For more information about configuring agent states, see: