Global Contact Center Settings
    • 31 Jan 2025
    • 3 Minutes to read
    • Dark
      Light
    • PDF

    Global Contact Center Settings

    • Dark
      Light
    • PDF

    Article summary

    The Global Contact Center Settings page allows admins to configure centralized settings across multiple Contact Centers. These settings help maintain consistency and simplify management.

    Who can use this

    Office and Company Admins have default access to this page. Contact Center Admins and Supervisors can also manage these settings if given permission.

    Access Global Contact Center Settings

    To access your Global Contact Center Settings, head to your Dialpad Admin Settings and select Contact Centers.

    Assign Global Contact Center Settings permission

    Contact Center Admins and Supervisors can edit the Global Contact Center Settings page once granted permissions.

    Note

    By default, only Office and Company Admins can edit the Global Contact Centers Settings page.

    To assign the Global Contact Center Settings permission set:

    1. Navigate to Dialpad Admin Portal > Office, and select Users

    2. Find the user you want to assign Global Contact Center Settings access and select Options

    3. From the drop-down menu, select Privileges > Give multi contact center settings access

    Set available and busy state preferences

    Choose whether you'd like your agents to remain available or busy when they are receiving or placing direct calls (or while they are in a meeting).

    Here are the differences between the available and busy states.

    Available

    When an agent's state is Available, they can still receive direct and Contact Center calls. If they ignore a Contact Center call while available, they will be put into an Off-duty state.

    This lets you prioritize Contact Center calls over all other calls.

    Busy

    When an agent is in a Busy state, they are unable to receive a Contact Center call until they revert into an Active state. This state will not allow for wrap-up, or dispositions, and upon the termination of a call, the agent will immediately revert to an Available state.

    This lets agents handle other calls outside of Contact Center calls but can be tracked in analytics and accurately reflects the agent's activity.

    To set your agent state preferences, head to your Global Contact Center Settings.

    1. Navigate to Global Contact Center Settings > Agent Settings

    2. Choose the options when you don’t want your agents to handle calls

    Note

    If you don't select any options, the agent's state will remain available when on calls (personal, coaching team, office, or departmental) or in a meeting.

    Agent off duty timer

    Set an off-duty timer to inform agents of how long they’ve been in an Off-Duty state.

    To set the off-duty timer for all your Contact Centers:

    1. Navigate to Global Contact Centers Settings > Agent Off Duty Timer

    2. Select the Enable Off Duty Timer option

    Agent Sessions Limit

    Set an Agent Sessions Limit to determine the maximum number of digital sessions your agents can have at once.

    Note

    This setting is only visible if you have a Digital Contact Center.

    To set an Agent Sessions Limit:

    1. Navigate to Global Contact Center Settings > Digital Settings

    2. In the Agent Sessions Limit section, enter the maximum number of sessions agents can have at once

    Tip

    If you don’t want to use a session limit, check the box beside Allow unlimited sessions.

    Bulk holiday updates for Contact Centers

    Holiday updates can be applied across all linked Contact Centers at once to help streamline workflow. Admins can add, modify, or delete holidays quickly to maintain consistency across operations.

    To make a bulk update to a holiday Contact Centers:

    1. Navigate to Global Contact Center Settings > Contact Center Holidays

    2. Hover over the holiday you want to update and select Edit, Clone, or Delete

    3. Update the information for the holiday

    4. Select Update

    Tip

    In the Contact Centers Column, select the number to see which Contact Centers the holiday is assigned to.


    Create a multi-Contact Center holiday

    To create a holiday and apply it to multiple Contact Centers, head to your Global Contact Center Settings.

    1. Navigate to Global Contact Center Settings > Contact Centers Holidays

    2. Select Add Holiday

    3. Add information about the holiday, including:

      Name

      The name of the holiday

      Date

      The date of the holiday

      Frequency

      How often the holidays repeats

      Open/Closed

      Choose whether the Contact Center is open or closed

      Hour and routing

      Choose the operating hours and routing rules during the holiday. If business hours are closed, the Closed routing rules automatically apply.

      Contact Center

      Choose which Contact Centers the holiday applies to

    4. Select Create

    Edit an existing holiday

    Existing holidays can be updated should you need to add new information, such as routing or another Contact Center.

    To edit an existing multi-Contact Center holiday:

    1. Navigate to Global Contact Center Settings > Contact Centers Holidays

    2. Hover over the holiday you want to update and select Edit

    3. Make the necessary changes to the holiday

    4. Select Update


    Was this article helpful?