Webitel: Documentation

Agents (Supervisor)

1. Description

All Agents are displayed for which the User who entered this page (or someone on behalf of this User) is a Supervisor or Team Admin.

The Agent on this page can only see data about himself.

It consists of the following elements:

  1. Search field (Fig. 1.(1));

  2. Export CSV (Fig. 1.(2));

  3. Filter block (Fig. 1.(3));

  4. Registry (Fig. 1.(4));

  5. Pagination (Fig. 1.(5)).

Agents.png
Fig. 1. Agents page

1.1. Search field

The search is performed on the Name column.

Consists of an input field and a close button ( image2024-1-25_1-6-25.png ), which is displayed when you enter data in the input field.

You can create a search query in regex format, and the system will display the results that match it.

1.2. Export CSV

It is designed to export data from the registry. When you click on the Export CSV button, the agents.csv file is downloaded, which contains information about Agents.

1.3. Filter block

It is designed to filter the data that is displayed in the registry.

It consists of the following elements:

  1. Filtering fields (Fig. 2.(1));

  2. Reset filters button (Fig. 2.(2));

  3. Expant filters button (Fig. 2.(3)).

Filters Block.png
Fig. 2. Filter block

1.3.1. Filtering fields

Available fields for filtering:

  • Status;

  • Queue;

  • Skill;

  • Team;

  • Supervisor;

  • Auditor;

  • Location;

  • Utilization progress. 

Depending on the user's rights to view the page, the number of displayed fields may differ.

1.3.2. Reset filters button

Represented as a button image-20251202-163422.png , all previously selected filters are reset when clicked.

1.3.3. Expant filters button

Represented as a  Screenshot 2024-12-13 135544.png  button, all fields for filtering are revealed when clicked.

Note

The number of fields displayed may vary depending on the browser window size. Use the  Screenshot 2024-12-13 135544.png button to expand all fields.

1.4. Registry

It is designed to display entries with data about Agents.

It consists of the following elements:

  1. Select visible columns (Fig. 3.(1));

  2. Refresh button (Fig. 3.(2));

  3. Registry (Fig. 3.(3)).

Registry.png
Fig. 3. Registry

1.4.1. Select visible columns

It is designed to select the columns displayed in the registry.

The Select visible columns modal window opens (Fig.4) when you click the image2024-4-8_15-8-23.png button.

Select visible columns modal window.png
Fig. 4. Select visible columns modal window
  • Select the checkbox - this column is displayed in the registry;

  • Clear the checkbox - this column is displayed in the registry.

1.4.2. Refresh button

Updating the register table is performed by clicking on the refresh button - image-20241220-111256.png .

1.4.3. Registry

The data in the registry is updated every 10 seconds.

The following columns are available in the registry:

  • Checkbox;

  • Name the name of the Agent; Clicking on the Agent's name opens the Agent's tab;

  • Status Status in which the Agent is now;

  • Status duration the amount of time during which this Agent is in the status;

  • Status comment — if the operator filled in the comment field when switching to the Pause status, an icon image-20251119-141530.png appears next to the status change menu after confirmation. When hovering over this icon, the supervisor can view the comment text.

  • Team  the Team to which the Agent belongs;

  • Queues  Queues served by the Agent;

  • Utilization displays the percentage of time in online status to time in the system;

  • Call time the amount of time during which the Agent was in conversations;

  • Chat time the amount of time during which the Agent was in chats;

  • Transferred the number of calls that were transferred to other Agents;

  • Missed the number of calls missed by the Agent;

  • Occupancy  conversation to online time ratio (in percents).

 The tool for listening to the call appears in the Call time column. (Fig. 5) if the Agent is currently in a conversation.

image2024-4-15_21-15-42.png
Fig. 5. The tool for listening

Listening is only available to a User with Eavesdrop call permission. You can configure this permission on the Role Permissions tab for the Role assigned to the User.

The window for listening to an active call opens (Fig. 6) when you click on the button

Call listening window.png
Fig. 6. Call listening window

The window consists of displaying information:

  • agent's name;

  • subscriber's name;

  • the duration of the call.

There are also additional buttons, such as:

Screenshot 2024-12-31 123608.png  - the microphone is disabled. The microphone automatically turns on when you switch to Prompter or Conference mode. To exit these modes, use the microphone button (mute);

Screenshot 2024-12-31 123621.png  - Prompter mode - only the Agent hears the connected person;

Screenshot 2024-12-31 123630.png  - Conference mode - the Agent and the Subscriber hear the joiner.

1.5. Pagination

It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.

2. Opportunities

2.1. Selection of displayed columns in the registry

Goal

Select of displayed columns in the registry

Preconditions

  1. Access to the Supervisor application;

  2. Access to the Agents section in the Supervisor application;

  3. The presence of at least one Agent.

Steps


  1. Click the  image2024-4-15_21-16-35.png button. The Select visible columns modal window opens (Fig.4).

  2. Columns to display in the table - select in the checkbox: columns that should not be displayed - clear checkboxes.

  3. Click the Add button.

Result

The modal window closes. The selected columns are displayed in the registry.

2.2. Export of Agent data

Goal

 Export of Agent data

Preconditions

  1. Access to the Supervisor application;

  2. Access to the Agents section in the Supervisor application;

  3. The presence of at least one Agent.

Steps

  1. Click the Export CSV button.

Result

The agents.csv file is downloaded, which contains information about the Agents.

2.3. Filter the displayed data in the Registry

Goal

Select to display Agents with VIP Skill

Preconditions

  1. Access to the Supervisor application;

  2. Access to the Agents section in the Supervisor application;

  3. The presence of at least one Agent;

  4. The presence of a VIP Skill.

Steps

  1. Click on the Skill field. A drop-down list with existing Skills opens.

  2. Select the VIP Skill. If the required Skill is not in the displayed list, then use the Skill field as a search field - enter VIP.

  3. Click on VIP.

Result

The data registry is reloaded, and the data for the selected filter is displayed.