Under the Options tab, you can choose a number for your user, which is displayed to customers when they call outbound. You control the turning off/on call recordings per agent. |
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Outbound CLI – Set the user's outbound display number; this is the number displayed. |
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Record Audio – Select this to record all user voice calls. | |
Record Video – Select this to record all user video interactions. | |
Enable Console Access – Select Enable to allow users to access the Solgari Hub. The user only has visibility and access depending on their Solgari Hub role. | |
Enable – Select Enable to activate the user account. | |
Submit – Select submit to save your changes. |
When creating your user for the first time, we want to make your lives easier when assigning a user to skills, departments, or a specific CRM. |
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Contact Resource – Choose which CRM your user is using. | |
Submit – Select submit to save your changes. |
Skills – Select one or more skills against your user. This will help with Skills-based Questionnaires later. |
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Submit – Select submit to save your changes. |
Departments – Assign your user to one or multiple departments. |
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Submit – Select submit to save your changes. |