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While logged in, there are times when Agents may need to set themselves as inactive to take a break from accepting inbound calls (lunch, break, etc). This guide shows how to manage the inactive reasons Agents have to choose from.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to access the Settings icon and edit inactive reasons.
Access
(A) Settings icon - Click to access all available administrative settings.
(B) Contact Center Configuration - Click to access all available Contact Center Configuration settings, including the ability to add or edit inactive reasons.
(C) Inactive Reasons - The Configure Contact Center settings will open by default, click to access your Inactive Reason list.
Edit or Delete a Reason - Note: System inactive reasons will not have the edit or delete icon. Updates to inactive reasons will immediately become available in the Status bar and Dashboard for Agents who are logged in.
(D) Edit - Locate the reason you wish to edit and click to make edits.
(E) Inactive reason name - Enter the new name.
(F) Save - Click to save changes and return to your list.
(G) Cancel - Click to discard any changes made and return to your list.
(H) Delete - Click to remove the reason from the list.
Add New Reason - Note: New inactive reasons will immediately become available in the Status Bar and Dashboard for Agents who are logged in.
(I) Add New Reason - Scroll to the bottom of your list and enter the reason you wish to appear as an option, then click the (J) + sign to make the reason available for use.
