1) Enter the User ID
2) Enter the Password
3) Click this box to allow auto sign-in
4) Click the Sign In button to sign into the agent software.
Enabling the Queued Calls view
1) After you've successfully logged in for the first time, click the wrench and screw driver icon under QUEUED CALLS
2) Click Edit Queue Favorite Dialog.
Monitoring Agent Status
To enable the monitoring of agent status, click the pencil edit icon for Agents
The Edit Monitored Agents box will open, and list every call center and agent your Supervisor has been assigned.
1) Click the box next to each call center to enable monitoring of the agents in that queue.
2) Click Save.
Changing an Agent's ACD status
Clicking on a monitored agent will expand the agent section and load several icons.
1) Click ACD to expand the agent ACD status options
2) Click on an ACD status to update that agent in real time.
Monitoring an Agent's active call
To monitor an Agent's active call, click the SM (Silent Monitor) button. A new call will be sent to your supervisor phone, and when you answer you will hear the audio of both your agent, and the remote party but neither will be able to hear you.
Barging into an Agent's active call
To barge into an active Agent's call, click the Barge icon. This will send a new call to your supervisor phone and when you answer you will now be connected into the agent's call with the remote party. All 3 parties can send and receive audio, essentially this creates a three way call. This can be useful if you are monitoring an agent silently but you need to coach them or take over and give corrected information to the remote party.
Monitoring an Agent's next call
The SMN (Silent Monitor Next) button will send a new call to your supervisor phone that will connect to dead air until your agent answers the next call. Once the agent has answered, you will hear both your agent and the remote party, but neither will hear you.
Answering a call on behalf of an Agent
If an agent has a call ringing on their line, you will see their Green icon change to Orange. You will also notice a new icon appears, ANS. Clicking this will retrieve the call that is currently ringing on the agent and allow you as a Supervisor to answer and work this call. This can be useful if an agent forgets to change their ACD state and a caller is being presented to an unavailable agent who's still marked available.