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Assigning Agents to a Project

You can assign teams or individual agents to a project.

Table of Contents

  • To Assign an Agent to a Project
  • To Assign a Team to a Project
  • To Remove an Agent from a Project
  • To Assign an Agent to a Queue
  • To Log In Agents Automatically

To Assign an Agent to a Project

  1. Select a project from the project list, then select list.dialogheader.title.
  2. Double-click or drag and drop an agent from the list.dialogheader.title pane to the selected.dialogheader.title pane.

VCC Live Assigning Agents

To Assign a Team to a Project

  1. Select a project from the project list, then select the teams.caption.label tab.
  2. Double-click or drag and drop a team from the teams_list.dialogheader.title pane to the teams_selected.dialogheader.title pane.

To Remove an Agent from a Project

  1. Select a project from the project list, then select list.dialogheader.title.
  2. Double-click or drag and drop an agent from the selected.dialogheader.title pane to the list.dialogheader.title pane.

Warning: After removing an agent from a project, all of the agent’s callbacks are redistributed among other agents in the project.

To Assign an Agent to a Queue

  • Read about queue assignment in the Assigning Agents to a Queue section.

To Log In Agents Automatically

  • Read about auto project login in the Auto Project Login section.

Related articles

There's always more to learn. Discover similar features by visiting related articles:

Assigning Agents to a Queue

July 01 in User Guides
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