Agent Quick Start

From Call Manager Support
Revision as of 21:32, 6 November 2023 by Cmsadmin (talk | contribs)
Jump to navigation Jump to search

This guide will highlight some of the key information and procedures regarding Issabel Call Manager. This guide will briefly review Logging in to Issabel, Ready/Not Ready Status, Answering an Inbound Call, Dispositioning a Call, and Logging Out.

Login

Step 1
Access the Issabel login page at Server URL ex. https://pbx1.callmanagerinfra.com and enter your username and password (received in an email).
caption
Step 2
An one-time password (OTP) is required as a second authentication factor. To get 6-digit (OTP) codes, add a new account in the Authenticator app of your choice; Microsoft Authenticator, Google Authenticator or Authy (with the account key received in an email).
caption
Step 3
Finally enter your extension number in the password field and click Enter button. Make sure that your extension number is selected in the "Callback Extension" drop-down and the "Callback" box is checked.
caption

Answering an Inbound Call

When you are in ready status and receive an incoming call, the Incoming Call pop-up will automatically open within this window, select "Answer" to connect the call and talk to the customer.

caption

Dispositioning a Call

Once you have completed a call and finished taking action on a case, you will need to select a disposition reason within the form tab and click the Save Data button.

caption

Ready/Not Ready Status

If you are unable to take another call, please be sure to select the appropriate not ready reason.

caption caption