Assign Agents to Contact Centers

Assign an agent

To assign an agent to your Contact Center, head to your Dialpad Admin Settings.

1. Select Ai Contact Centers
2. Select the desired Contact Center
3. Select Agents & Admins
4. Enter the name or email address of the agent in the search bar 
5. Select Enter to confirm

Assign Contact Center Admin

To assign an agent as a Contact Center Admin 

1. Select Options 
2. Select Make Admin or Make Supervisor

You will see this user's role change in the list.

Select your routing type, such as skills-based routing, to then prioritize which agents receive calls based on their rank and proficiency for a specific type of call.

Initially, this user will appear as an agent, but you're able to make them an Admin or Supervisor using the same menu.

• Contact Center Supervisors have all the access as an agent or rep with the ability to utilize coaching metrics like Listen In, Barge In, and Take Over, as well as access the dashboard and set alerts
• Contact Center Admins can do everything that a Contact Center Supervisor can do, as well as edit the Contact Center's settings.

Upgrading users from Ai Voice to Ai Contact Center

When you add an Ai Voice user to a Contact Center, you’ll receive a prompt to upgrade the Ai Voice user to a Contact Center or Ai Sales license. You must upgrade in order to move the user to a Contact Center, which may require purchasing a new license.

This upgrade will occur instantly, so you don’t have to worry about downtime.

If you choose to upgrade to Ai Contact Center, you’ll have an option to let them keep their existing numbers or remove them. If you keep the existing number, you’ll be billed for an additional number on that user’s line.

Assign an agent to multiple Contact Centers

To assign an agent to multiple Contact Centers, head to your Dialpad Admin Settings.

1. Navigate to Office
2. Select Users
3. Navigate to the desired user
4. Select Options
5. Select Groups
6. Select Make Contact Center Agent
7. Check the boxes beside the desired Contact Centers
8. Select Close to save any changes

To remove an agent from a Contact Center, follow steps 1-5 as noted above, and then uncheck the boxes beside any contact center's you want the agent removed from.

Note

Users who are agents for another Contact Center will notice a banner if it belongs to a different Office.

Ring connected devices

Agents should ensure calls ring connected devices — calls can ring via Dialpad on desktops, laptops, mobile devices, desk phones, room phones, and forwarding numbers.

To determine which devices will ring, head to Your Settings.

1. Navigate to Your Devices
2. Select Ring This Device beside any device you want to ring