Assigning calls to specific call operators can be helpful when testing out new call scripts with a limited number of agents or to specialise the call center.
The feature enables customer service manager and call operators to create up to 5 different groups of call operators and then choose for each action which group should be able to do that action.
- Create Groups
In CRM/Configuration/AgentGroups:
- To edit the name of the group: change the "Group name" and then confirm by clicking on "apply".
- To add members to the group: click on "Add an item"and then choose the users you want to add. Confirm by clicking on "apply".
2) Assign call actions to specifc groups
In CRM/Configuration/Priorities & Assignments
- Click on the action for which you want to change the roles
- Click on "edit" and the group responsible for this call. Confirn the changes by clicking on "save"
Add Comment