Webitel: Documentation

Top Bar on tabs of an Agent in the Supervisor Application

The top bar consists of a button to return to the Agents page (Fig. 1.(1)), displaying the name of the Agent (Fig. 1.(2)), the amount of time (Fig. 1.(5)), which they spent in each status, as well as:

  1. Agent evaluation (Fig. 1.(3));

  2. Status change menu (Fig. 1.(4));

  3. Call button (Fig. 1.(6)).

Top bar (General tab).png
Fig. 1. Top bar

Data updates occur every 10 seconds automatically

1.1.1. Agent evaluation

This displays the number of calls rated by Auditors and Supervisors, as well as the summarised rating of the Agent. 

Rating—total score. It is calculated by the formula sum(call ratings) / number of rated calls, rounded off to hundredths (0.00).

Calls with transfers are not rated.

Only a call that has a call recording and/or transcription can be evaluated.

One call can only be evaluated once.

1.1.2. Status change menu

The status change menu consists of a timer that displays the amount of time in this status since the last transition to this status and a drop-down list that opens when you click on the timer field (Fig. 2). The drop-down list displays the available transition statuses. To switch to the desired status, click on it in the drop-down list.

Status change menu.png
Fig. 2. Status change menu

There are such statuses:

  • image2024-2-22_10-56-21.png  Offline;

  • Снимок экрана 2024-02-13 151301.png  Online;

  • Снимок экрана 2024-02-13 151327.png  Pause;

  • image2024-2-20_11-42-11.png  Break out.

When the agent is in the Break out status, the drop-down list looks like in Fig. 4.

Agent on Break out.png
Fig. 3. Agent on Break out

An Agent enters the Break out status only if they miss the number of calls entered in the Max no answer field on the Timing tab of the agent`s Team. This parameter is counted by distributed calls that the Agent missed, regardless of whether the subscriber dropped it or was distributed to another Agent.

The status change menu forces the Agent to enter the required status.

When the "Pause" status is selected, the "Select pause reason" modal window opens (Fig. 4).
The window displays:

  • all available pause reasons;

  • the time indicators: how long the agent has been in this pause today / how much time is allowed;

  • a comment input field — the agent may enter the reason for choosing this status.

After selecting a reason and confirming the transition to the pause, if the agent has added a comment, an icon image-20251119-141530.png appears next to the status change menu. When hovering over this icon image-20251119-141530.png , the supervisor can view the comment text.

Modal window Select a pause status.png
Fig. 4. "Select pause reason" modal window

Which pauses will be displayed in the modal window depends on the settings on the Agent Statuses page in the Admin application.

1.1.3. Call button

The button is designed to call the Agent. When you click the button, a call window opens (Fig. 5)

Call window.png
Fig. 5. Call window

When you hover the cursor over the window, it takes the following form (Fig. 6):

Expanded call window.png
Fig. 6. Expanded call window

When a call is accepted, the agent’s extension changes to their name, a talk time counter and additional tools appear (Fig. 7), namely:

  • image2024-2-27_16-45-13.png  - button to mute the microphone; 

  • image2024-2-27_16-45-33.png   - the microphone is mute;

  • image2024-2-27_16-46-15.png  - a call hold button; 

Call window when dialing Agent.png
Fig. 7. Call window when dialing Agent

Clicking the end call button image2024-2-27_16-52-37.png  ends the call and closes the window.

2. Connecting to the Operator's Screen in Real Time

The operator screen connection feature allows a supervisor to view an agent's desktop in real time.

The viewing capability is available only under the following conditions:

If all conditions are met, the screen connection icon is displayed in the top panel (Fig. 8).

Top bar.png
Fig. 8. Agent screen connection icon

2.1. Agent Screen Connection Icon

Clicking the icon (Fig. 9) opens a real-time preview of the agent's screen (Fig. 9).

Превʼю.png
Fig. 9. Agent screen preview

The following tools are available in the window:

  • agent icon and name (Fig. 9.(1));

  • tool for expanding the preview window to medium size (Fig. 9.(2));

  • tool for expanding the preview window to full screen (Fig. 9.(3));

  • screenshot tool (Fig. 9.(4));

  • screen recording tool (Fig. 9.(5));

  • tool for stopping the agent screen view (Fig. 9.(6)).

2.1.1. Agent Icon and Name

Displays the icon and name of the agent whose screen is being viewed. Allows the supervisor to quickly identify the current agent during a session.

2.1.2. Expand Window to Medium Size Tool

Increases the preview window to a medium format, providing better image detail.

After expanding, the icon is replaced by a collapse tool image-20251129-152751.png that returns the window to its previous size.

2.1.3. Expand Window to Full Screen Tool

Opens the agent's screen preview in full-screen mode in a new browser window. Allows the supervisor to monitor the agent's desktop with maximum viewing area.

After expanding, the icon is replaced by a collapse tool image-20251129-152751.png that returns the window to its previous size.

2.1.4. Screenshot Tool

Takes an instant screenshot of the agent's screen. The following results are displayed after execution:

  • If the screenshot was taken successfully:

    • a success icon is shown Снимок экрана 2025-12-26 в 09.17.01.png ;

    • the file is automatically saved in the system under the Agent Screenshots tab.

  • If the screenshot could not be taken:

    • an error icon is shown – Снимок экрана 2025-12-26 в 10.30.37.png ;

    • the file is not saved in the system.

2.1.5. Screen Recording Tool

Starts a video recording of the agent's screen. A recording duration timer is displayed after activation. Clicking the button again stops the recording, and the file is automatically saved in the system under the Agent Screen Recordings tab.

2.1.6. Stop Agent Screen View Tool

Stops viewing the agent's screen and closes the preview window.

If a screen recording was active at the time of stopping, it is also automatically stopped.

2. Opportunities

2.1. Change Agent status

Goal

Change Agent status from Online to Pause

Preconditions

  1. Access to the Supervisor application;

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

  3. The Agent in Online status;

  4. The presence of a Lunch pause, for example.

Steps


  1. Click on the status change menu (Fig. 1.(4)). A drop-down list opens.

  2. Select Pause by clicking on it. The Choose a reason of pause modal window opens.

  3. Select Lunch by clicking. The OK button becomes active.

  4. Click the OK button.

Result

The Agent has entered the Lunch pause status.

2.2. Call the Agent

Goal

Make a call to the Agent

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 Call button (Fig. 1.(6)). The call window opens (Fig. 5).

Result

A call is made to the Agent.