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Agent Knowledge Base
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Agent Knowledge Base

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
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Your Inbox

This lists the items that are currently allocated to you across all queues to which you are assigned. This includes items that you have taken from queues and items that your supervisor has taken from queues and allocated to you. Both “parked” items (those that you currently own but are not actively working on) and “active” items (those that you are working on) are listed.

Only one call can be listed, as only one call can be allocated to you at any one time. The call will be ringing, accepted, or in wrapup. The following information is shown for the call:

  • The service that was called
  • The caller’s number
  • The name of the queue in which the call was last held
  • How long the call has been in this queue.

For emails, web chats and work items, multiple items can be listed. For each item in the list, the following information is shown:

  • The address to which the item was sent
  • The subject
  • The name of the queue in which the item was last held
  • How long the item has been in this queue.

Inbox #

This lists the items (calls, emails, webchats, etc.) that are allocated to you, such as your currently active call, and emails and webchats that you have taken from queues to which you are assigned.

Inbox – Summary #

An at-a-glance view of the number of items (calls, emails, webchats, etc.) that are allocated to you.

Recent Calls #

The following information is displayed:

The type of call, denoted by one of the following icons:

IconMeaning
Incoming call
Outgoing call
Failed call
  • The calling number or called number, or Anonymous Caller
  • Queue:
    – (Inbound calls only.) The queue from which you picked up the call
    – (Outbound calls only.) The queue from which the call appeared to originate
  • (Inbound calls only.) The service assigned to the number
  • (Transferred calls only.) The number or queue to which the call was transferred
  • The date and time of the call
  • The call direction (inbound or outbound) and/or the call outcome, for example, Inbound Connected, Outbound Not Answered, Caller Cleared.

Note: Up to 50 calls can be displayed.

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Agent Portal Overview
Table of Contents
  • Inbox
  • Inbox - Summary
  • Recent Calls

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