Introduction
Getting an agent started can be done in a few minutes by following the steps below:
Setup a user
Add an extension
Headset/Mic setup
Setup a user
In order for an agent to log into the system, they need a user. Users are managed in the Settings application. Here you can add/edit and deactivate users.
Users need to be given access rights to the applications they need to use. In order to dial outbound, the user needs to be at least a Voice / Agent user.
Extra references:
Add an extension
Users need to be given phones lines. In TaskFlow, these are called extensions and they can be assigned to users in Voice → Configuration → Extensions.
Extra references:
Headset/Mic setup
A fundamental part of a call center is to have good voice quality. There are various settings that can be set in order to make sure mic levels are correct and quality is clear.
https://taskflow.atlassian.net/wiki/spaces/TW/pages/143982748/Client+can+t+hear+agent