How to connect to the Agent Dashboard
Table of Contents
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1. Log in to WebApp
First, in order to connect to the call center as an Agent, you will have to log into the WebApp with your agent credentials. These will be provided to you by support or your District Manager/Administrator. If you have lost your log in credentials, please contact support at 877-552-2557 or support@callpotential.com
2. Connection Type
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3. Connect Via Phone
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4. Agent Dashboard
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Note:
The agent status button is location in the top center of your agent dashboard screen.
A green circle indicates you are currently Inactive and no calls will be presented to you. The arrow inside the circle represents a play/start button where you select to update your status to either ready or an alternative inactive reason.
A red circle indicates you are currently Active and ready to receive calls. The symbol inside the red circle represents a pause button where you select to change to an inactive status and pause any incoming calls.
Access
- (A) Status Button - Click to open and select a new status from available options.
Change Status
- (B) Status dropdown - Click to access the list of available status options.
Ready will put you to an Active status and you will begin receiving calls.
All other options will put you in an Inactive status and no calls will be presented to you.
- Change Status - Select the new (C) status you wish to enter.
- (D) Continue - Click to apply your newly selected status.
- (E) Updated Status - The new status is now reflected.
