Add and edit agent
Once the vehicles have been created, the agents can be added by following the steps below:
Add an agent
1
Go to the “Agents” tab of the “Resources” module.
2
Click on the blue “Add” button in the top right-hand corner.
General information and skills
3
Define the “General information”.
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Email ;
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Password ;
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First name (optional) ;
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Last name (optional) ;
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Phone number (optional) ;
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External ID (optional).
4
Select the “default vehicle”.
Note: The vehicle must be created beforehand from the “vehicles” tab.
5
Assign the “skills” to the agent when necessary.
6
Click on the blue “Next Step” button.
Usual working hours
7
Click on to define the working hours for the first day of the week.
to define the working hours for the first day of the week.8
Define the “Time slots”.
9
Repeat this action for each working day of the week.
Breaks
10
Click on to set a break for a day of the week.
to set a break for a day of the week.11
Define the “Break duration” in minutes.
12
Define the “Break start (between)”, i.e. the time slot in which the break can start.
13
Repeat this action for each working day of the week.
Note: It is possible to define specific departure and arrival addresses. Just click on the icon “Departure from” and on the button “Add custom location” to define an address. Repeat the action by clicking on the “Arrival at” icon.
14
Click on the blue “Save” button.
Edit an existing agent
1
Go to the “Agents” tab of the “Resources” module.
2
Identify the agent for whom changes are necessary.
3
Click on “…” and “Edit”.
4
Make desired changes.
5
Click on the blue “Save” button.
