Queue Manager: Difference between revisions

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==Process==
==Process==
*Enter with the credentials of the Call Manager
*Enter with the credentials of the Call Manager
:[[File:Queue manager img1 login.jpg|450px|link=|caption]]
:[[File:Queue manager img1 login.jpg|500px|link=|caption]]




*Click on the module "SD Queue Manager"
*Click on the module "SD Queue Manager"
:[[File:Queue manager img2.jpg|450px|link=|caption]]
:[[File:Queue manager img2.jpg|500px|link=|caption]]




*A list with the queues belonging to the project will be displayed in the module. To view or edit agents assigned to a queue, select the "'''Edit'''" option from the preferred queue.
*A list with the queues belonging to the project will be displayed in the module. To view or edit agents assigned to a queue, select the "'''Edit'''" option from the preferred queue.
:[[File:Queue manager img3.jpg|450px|link=|caption]]
:[[File:Queue manager img3.jpg|500px|link=|caption]]




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::-Agents: List of available resources not assigned to the queue
::-Agents: List of available resources not assigned to the queue
::-Selected: List of resources assigned to the queue and priority
::-Selected: List of resources assigned to the queue and priority
:[[File:Queue manager img4.jpg|450px|link=|caption]]
:[[File:Queue manager img4.jpg|500px|link=|caption]]




*'''Add resource (Agent)'''
*'''Add resource (Agent)'''
:To assign agents to the queue you only have to select the name of the agent, choose the priority and click on the “'''>>'''” button. Once the assignment is finished, save in the button "'''Apply Changes'''".
:To assign agents to the queue you only have to select the name of the agent, choose the priority and click on the “'''>>'''” button. Once the assignment is finished, save in the button "'''Apply Changes'''".
:[[File:Queue manager img5.jpg|450px|link=|caption]]
:[[File:Queue manager img5.jpg|500px|link=|caption]]




*'''Remove resource'''
*'''Remove resource'''
:To remove agents from the queue, select them in the “Selected” field and move them to the available agents field with the “'''<<'''” button. To finish save in the button "'''Apply Changes'''"
:To remove agents from the queue, select them in the “Selected” field and move them to the available agents field with the “'''<<'''” button. To finish save in the button "'''Apply Changes'''"
:[[File:Queue manager img6.jpg|450px|link=|caption]]
:[[File:Queue manager img6.jpg|500px|link=|caption]]




*'''Change resource priority'''
*'''Change resource priority'''
:The process to change only the priority of an agent is similar, you must remove the agent from the queue and without saving changes, assign it again with the new priority. To finalize the settings press the “'''Apply changes'''” button.
:The process to change only the priority of an agent is similar, you must remove the agent from the queue and without saving changes, assign it again with the new priority. To finalize the settings press the “'''Apply changes'''” button.
:[[File:Queue manager img7.jpg|450px|link=|caption]]
:[[File:Queue manager img7.jpg|500px|link=|caption]]


:[[File:Queue manager img8.jpg|450px|link=|caption]]
:[[File:Queue manager img8.jpg|500px|link=|caption]]


:[[File:Queue manager img9.jpg|450px|link=|caption]]
:[[File:Queue manager img9.jpg|500px|link=|caption]]




*'''Change resource order (only for L2 or Oncall services)'''
*'''Change resource order (only for L2 or Oncall services)'''
:If the project queue belongs to an L2 or oncall service you can change the order in which resources receive calls. The arrow buttons on the side will allow you to change the ringing order for the resources assigned to the queue.
:If the project queue belongs to an L2 or oncall service you can change the order in which resources receive calls. The arrow buttons on the side will allow you to change the ringing order for the resources assigned to the queue.
:[[File:Queue manager img10.jpg|450px|link=|caption]]
:[[File:Queue manager img10.jpg|500px|link=|caption]]
 
 
*'''How to add a telephone number (Static Agents to Oncall services)'''
:If the project queue belongs to an L2 or oncall service you can add a telephone number. This option requires a special queue with static agents. Follow the instructions to introduce the dial pattern. 
:[[File:Img14.jpg|500px|link=|caption]]
 


[[Category:Issabel_User_Guide]]
[[Category:Issabel_User_Guide]]

Latest revision as of 17:05, 19 March 2024

The queue management module allows project leaders to manage the resources within each service desk queue. Allows you to assign, unassign and change priority to project agents.

Usage requirements

  • Chrome browser.
  • Call Manager account (Leader profile).
  • Assigned call manager extension.

Process

  • Enter with the credentials of the Call Manager
caption


  • Click on the module "SD Queue Manager"
caption


  • A list with the queues belonging to the project will be displayed in the module. To view or edit agents assigned to a queue, select the "Edit" option from the preferred queue.
caption


  • Inside the queue you will see:
-Project name
-Queue Aliases
-Queue number
-Agents: List of available resources not assigned to the queue
-Selected: List of resources assigned to the queue and priority
caption


  • Add resource (Agent)
To assign agents to the queue you only have to select the name of the agent, choose the priority and click on the “>>” button. Once the assignment is finished, save in the button "Apply Changes".
caption


  • Remove resource
To remove agents from the queue, select them in the “Selected” field and move them to the available agents field with the “<<” button. To finish save in the button "Apply Changes"
caption


  • Change resource priority
The process to change only the priority of an agent is similar, you must remove the agent from the queue and without saving changes, assign it again with the new priority. To finalize the settings press the “Apply changes” button.
caption
caption
caption


  • Change resource order (only for L2 or Oncall services)
If the project queue belongs to an L2 or oncall service you can change the order in which resources receive calls. The arrow buttons on the side will allow you to change the ringing order for the resources assigned to the queue.
caption


  • How to add a telephone number (Static Agents to Oncall services)
If the project queue belongs to an L2 or oncall service you can add a telephone number. This option requires a special queue with static agents. Follow the instructions to introduce the dial pattern.
caption


FAQ

1. How do I request my access to enter the Call Manager tool?
Write us your request to the following DL: itis.cmsupport@softtek.com
2. The module does not appear or I do not have any queue assigned to the project..
You must report it to Call Manager Support team so that they can assign you the corresponding permissions.
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3. Not all the agents belonging to the project appear.
Ask the Call Manager support team for help in adding the missing agent.
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4. What happens if unnamed extensions appear in the queue?
It usually occurs when requesting to unregister the extension of an agent that no longer belongs to the project. You can leave the extension to be assigned to a new agent in the future or delete it.
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