Skip to content
  • Feedback
  • Homepage
  • University Clearing
  • University Clearing
  • Getting Started
  • Handling Calls
  • Classic Home
  • End User License Agreement
  • Administrator Knowledge Base
  • Supervisor Knowledge Base
  • Agent Knowledge Base
Horizon Contact Agent
Release Notes
Horizon Contact Agent

Agent Portal and Setup

  • Getting started
    • Your Inbox
    • Agent Portal Overview
    • What I can see on my screen after I log in
    • Changing my password
    • What to do if I forget my login password
    • Agent Setup Guide
      • How to log in
      • Portal walk through
      • Status Settings
      • Making an internal call to another agent or group
      • Selecting how I receive calls
  • Communication
    • Configuring audio settings
    • Changing my contact method
    • Contacting a customer
    • Searching a queue
  • Status management
    • Using the status bar
    • Changing my current status
    • Indicating if I’m available or on a break
    • Making myself available on specific channels and/or queues only
    • Viewing the status of other agents and queues
  • Recent activity
    • Recent activity summary
    • Viewing detailed statistics
    • Viewing summary information for queues in my group(s)

Handling Calls

  • Inbound Calls
    • Answering a call
    • Having calls delivered to me automatically
    • Pick up a call that is ringing on another agent’s phone
    • Troubleshooting issues with receiving calls
  • Outbound Calls
    • Calling from the Outbound panel
    • Calling from the Quick Dial panel
    • Calling from your saved contacts
    • Calling from your recent calls list
  • Call Management
    • What I can see on my screen when I’m on a call
    • Using the call control buttons
    • Tasks to complete when your call ends
    • Recording a call
    • Transferring a call to a third party
    • Viewing recent calls
    • Receiving desktop notifications
    • Agent Scripts for calls

Handling Emails

  • Logging into your email server
  • Handling emails
  • Responding to an email
  • Sending an ad-hoc email
  • Activating an email
  • Forwarding an email
  • Parking an email
  • Classifying an email
  • Inserting text blocks
  • Selecting email attachments
  • Viewing and taking pending emails from queues
  • Deciding which queue’s items to take first
  • Returning or transferring an item to a queue
  • Viewing the history of an email
  • Viewing the activity timeline of an email

Handling SMS Messages

  • Sending an SMS message
  • Sending SMS messages during webchats

Handling webchats

  • Handling webchats
  • Responding to a webchat
  • Using the chat control buttons
  • Activate a webchat
  • Pausing a webchat
  • Inserting a template
  • Classifying a webchat
  • Extending or ending my wrapup time
  • Contacting a customer via the current chat session
  • Deciding which queue’s items to take first
  • Viewing pending webchats and taking webchats from queue(s)
  • Returning or transferring an item to a queue
  • Sending a chat history to the webclient
  • Flagging a webchat as abusive

Handling Payments

  • Managing Live Payments
  • Taking, sending or refunding a payment
  • Taking pending payment transactions from queues
  • Viewing payment transactions

Scheduled calls

  • Scheduled calls
  • Scheduling a callback for the current call
  • Scheduling a callback between calls
  • Viewing and changing times for scheduled callbacks
  • Making a scheduled callback

Contacts

  • Confirming a customer’s contact record
  • Managing contacts
  • Viewing a customer’s contact history
  • Contacting a customer by email or social media
  • Updating a customer’s details
  • Looking up a customer’s contact record
  • Creating a new contact record

Third-party CRM Platforms

  • Third-party CRM platforms overview
  • Using the Contact softphone within Salesforce
  • Using the Contact softphone within MS Dynamics
  • Using the Contact softphone within Zendesk
  • Troubleshooting
  • Care Connect
    • Care Connect introduction
    • Making outbound calls to patients
    • Receiving patient’s calls
    • Searching for patient’s details
  • ConConnect
    • Logging into ConConnect
    • Making an Outbound call using ConConnect
  • Home
  • Docs
  • Agent Portal and Setup
  • Status management
  • Changing my current status
View Categories

Changing my current status

The status bar at the top of your screen displays your current status and the length of time you have been in that status. If needed you can change your status to suit your working needs.

Update Status #

When you update your status the next status that you have selected is displayed briefly on the status bar. The status will either take effect immediately or after the current call is completed. To change your status, do one of the following:

  • To indicate that you are available, click:
  • To indicate that you are on a break, click: and then select the reason for your break from the dropdown list
  • To make yourself available on specific channels only, click: and then select the channel(s) from the dropdown list.

If you select to be contactable through a specific channel only, you won’t be automatically allocated items from other channels, unless your supervisor overrides your decision. For example, if you set your availability to Available for Email only, you won’t be presented with incoming calls until either you set your status back to Available for Calls or your supervisor changes your availability to accepting calls. Your availability change takes effect immediately (or once you’ve finished the current call). Channel availability applies only to channel items that are automatically allocated to you. Regardless of the settings you choose, you can still take items from queues yourself.

Note: If there is no internet access, you may be able to log into your account and set your status by dialling into the system and interacting via your telephone keypad or by speech recognition, using a PIN (provided by your network administrator) to authenticate your identity.

Automatic status changes #

You will be marked as “unavailable” automatically if:

  • You log out of your portal
  • You close your browser session without logging out, after a configurable period
  • You close your browser session without logging out, at specified times on particular days, such as the end of a shift
  • You miss a configurable number of consecutive calls
  • You are using your phone for another purpose, such as an internal call

You will be marked as “busy” automatically (and therefore unable to handle incoming calls or other interactions) if:

  • You are on a call or during call wrap up
  • You are making an outbound call

How did you find this training?
Using the status barIndicating if I’m available or on a break
Table of Contents
  • Update Status
    • Automatic status changes

End User License Agreement