Allocating to an Agent Configuration

The following describes how to allocate one or more Agent states to a configuration. This will allow anyone using that configuration to enter any of those states.

Implementation

1. Launch the intended configuration.
   How do I view a list of configurations for a specific Customer?

   1. Access the resources page for the intended Customer.

      How do I access resources for a specific Customer?

      1. Access the details page for the intended Customer.

         How do I access the details of a specific Customer?

         1. Type the Customer’s name into the search field at the top of any page.
         2. Click the intended Customer in the search results. This opens the Customer Details page.

      2. Select the Customer Resources tab.

   2. Click the CC4Web Configurations hyperlink.
   How do I launch an individual configuration via the portal?

   When viewing the list of available configurations:

   1. If you don't want the configuration to appear in a new window, un-tick the first check box.
   2. Use the first drop-down to select the name of an Agent to simulate when you launch the configuration.
   3. Locate the configuration you want to access, and click its Launch button.

   Always remember to save any intended changes before exiting this mode.

2. Scroll to the bottom of the page and click Enter Design Mode.

   See also: Agent Configurations.

3. Locate the AgentsState widget, and click its Properties button. This will open the Agents Log In / Out Widget overview.
4. Select the Break Types tab.
5. Put a tick in the check box of each state you want to allocate to the configuration.
6. Click Save Changes.

Further Reading

• Creating Agent States
• Modifying Agent States
• Deleting an Agent State
• Agents: Overview
• Agent Configurations