User Guides
Agent Guide
Agent Account Menu
6 min
to access the agent menu, click on the agent name icon at the top right of the screen last login date time it shows the last login date and time of the agent it helps the agent to recognize that when he loggedin to the ameyo the agent can perform the following operations from the menu tab change extension this option allows the agent to change his extension on which he was working previously to change the extension, click on the " change extension ” button and the pop up to change the extension will come then, select the extension which you want to select change campaign through this option, the agent is able to change the campaign to change the campaign, click change campaign button and then select the campaign which you want to select from the pop up it also allows you to select multiple campaigns at the same time change password this option allows the agent to change his account’s password click on the “ change password ” button and provide your current password, then type new password two times to validate it manage acronyms this option allows the agent to see the list of the campaign acronyms which was created at the campaign level by a supervisor on this page, the agent can create his acronyms which are only visible to him, and he can use them only perform the following steps to create the self acronyms enter the short term in "short term" text area provide the full name corresponding to the short term in the "full term" text area click "create" button agent can delete his created acronyms but he does not have the option to edit them select an acronym and click icon to delete it a confirmation pop up comes up click "yes" to confirm the deletion process else click "no" the campaign level acronyms cannot be deleted from here they can only be managed by the supervisor keyboard shortcuts this feature allows the ameyo agent to see the list of keyboard shortcuts, through which the work of the agent can be reduced click “keyboard shortcuts” option from the list the following modal is displayed following are the actions for which the shortcuts are listed in this modal hold/unhold phone press the “alt” key and “h” key together to access this shortcut confer press the “alt” key and “c” key together to confer any call transfer press “alt” and “t” key together to transfer any call mute/unmute phone press “alt” and “m” key together to mute or unmute any ongoing call end call press “alt” and “e” key together to end the call dispose press “alt” and “d” key together to dispose of any call auto call status toggle press “alt” and “1” key together to change the status of the auto call auto ticket status toggle press “alt” and “2” key together to change the status of the auto ticket assignment open menu press “alt” and “?” keys together to open the keyboard shortcut modal click switch to disable the keyboard shortcuts click switch to enable the keyboard shortcuts by default, they are enabled for every user the above shortcuts can not be customized, they are fixed send error logs it is a feature provided by the ameyo to send the errors which occurred at the time of work click on the “ send error logs ” button and the pop up with the screenshot will arrive provide a description of that screenshot and enable “ include screenshot ” (optional) to attach the screenshot with the error after then click on the send button to send that screenshot to the server this will help the administrator to resolve the error logout click "logout" to logout from the ameyo once you click logout, all the services will stop, and agent redirects again to the login page logout option will be disabled when the user is either on the call or having the conversation with customer over the chat logout option will only be available after the conversation will be terminated and call or chat will be disposed successfully last login it shows the last date and time of the agent when the account has been logged in by agent working mode selection if the administrator has configured the working mode selection, then the agent can view the selected working mode (shown in red box of the following screenshot) last performed activity the agents can view their last activity time through the account menu with the "last activity since" data point it shows the total time from which the agent has not performed any activity the activity performed by the agent is according to the session it means that the activities performed by the agent will be saved for only the current session, irrespective of the campaign there is a possibility that an agent is assigned in multiple campaigns, in such a case, the activity performed by the agent in any campaign will be treated as an activity the following work will be considered as an activity of the agent changing status, that is, all kind of break is considered as an activity picking up the chat/ticket/call is considered as an activity disposition on the chat/ticket/call is considered as an activity call hold is considered as an activity the agent can hover its mouse on "last activity since" to view the performed activity on the agent's console on page reload, the activity time count will reset to 0 this functionality is only for the webapp application it is not present for the toolbars as of now
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