Adding Web Pages for Agents
You can add up to 10 websites to the agent browser, that can be accessed by agents after they log in. This browser is available to agents whether they are in a call or not.
Tip: We recommend you add websites that provide useful information to agents, such as a company home page, browser-based CRM system or web-mapping service.
Table of Contents
- To Add Web Pages to the Agent Browser
- To Remove a Web Page from the Agent Browser
- To Use Variables in the URL
To Add Web Pages to the Agent Browser
- Select a project from the project list, then select the Agent browser tab.
- Press New. A new row appears with a text field.
- Enter the URL address of the website you want to add.
- Press Save.
Note: When the title of a webpage that is currently open in the browser changes, the tab starts blinking on the Agent workspace to indicate web notifications.
To Remove a Web Page from the Agent Browser
- Select a project from the project list, then select the Agent browser tab.
- Press x beside the row you want to remove.
- Press Save.
To Use Variables in the URL
- Select a project from the project list, then select the Agent browser tab.
- Select a web page URL you want to edit. You can use the following variables in the URL:
- {agent.username}
- {agent.id}
- {project.id}
- {agent.custom.<fieldname>}
Note: The {agent.custom.<fieldname>} variable can only be used if you use custom fields. Read about custom fields in the Managing Users section.
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