CRM: Assign specific calls to specific agents

Assigning calls to specific call operators can be helpful when testing out new calls with a limited number of agents or in order to have a specialised team focusing on specific calls.

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.

1. 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"