Create Agents
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Agents login to the Agent Portal where they can take and make queue calls.
To access the Agents page, do the following:
- Login to your PBX Admin Portal.
- i.e. customer.freevociepbx.com/maint
(replace customer with your system's actual subdomain)
- Go to PBX > PBX Setup > Agents.
Once created, Agents may log in to the web based Agent Portal by adding /agent to the end of your domain (i.e. customer.freevoicepbx.com/agent).
Add Agent
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Assign an Agent Number to be used for identifying this agent, this must be the same as the phone extension.
Assign an Agent Name, usually the full name or a description for the agent.
Agent Password - Enter a password for this agent, this should be digits only.
Record Agent
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Record Calls - Record this agents calls.
Agent Portal Configuration
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Allow Access - Allow this agent to access the web based agent portal.
Add/Remove Queues - Allow this agent to select which queues they will log into.
View Queue Status - Allow this agent to view the real-time queue statuses for queues they are logged into.
View Waiting Calls - Allow this agent to view waiting calls for queues they are logged into.
View Call History - Allow this agent to view and search their call history.
Dial Outbound - Allow this agent to dial outbound calls from the agent interface.
Access Recordings - Allow this agent to download or play their recorded calls.
Save the new Agent. (using S.A.C - Submit, Apply, Continue)