Instant - Staff

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

• Create Agents and Users: 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.
  
  

Click any item below to access the corresponding detailed documentation:

Users & User Profiles
Create and manage login accounts for admins and
supervisors and set permission levels for users
based on their roles

Agents & Teams
Define agents who will handle interactions
and create group agents by team
for easier management

Deleted Members
View or restore previously removed
users or agents