Define the Staff

Define the Staff

Overview

This section provides guidance on how to configure and manage staff components within XCALLY Motion. You'll learn how to create and manage Agents, Users, Telephones, and other related elements essential for contact center operations.

  • Create Agents, Users, and Telephones (PBX Extensions): define login credentials (username and password) for each entity.

  • Assign Agents to Teams: group agents into specific teams based on department, skill, or function.

  • Associate Agents with Queues: route interactions appropriately by assigning agents to one or more queues.

  • Manage User Permissions: set and modify access levels through User Profiles to control visibility and operations within the platform.

 

Staff sections

Click any item below to access the corresponding detailed documentation:

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Create and manage login accounts for
admins and supervisors

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Define agents who
will handle interactions

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Configure basic PBX extensions


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Group agents by team
for easier management

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Set permission levels for users
based on their roles

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Define behavior and
routing options for agents


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Configure time-based rules
for queue operations

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View or restore previously removed
users or agents