WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:33:04Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:44:39Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Jerickso: Published

2020-06-08T17:43:16Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Templates
|TocName=Templates
|Context=Create templates to enable you to create and provision agents efficiently.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|sectionHeading=
|alignment=Vertical
|structuredtext=Templates allow you to create a set of configuration options that you can apply to agent accounts when you {{Link-SomewhereInThisVersion|manual=ManageCC|topic=Create_agents|display text=add an agent}}. The following diagram shows the relationship between the templates and the sequence in which the templates must be created:

[[File:TemplateFlow.png|Sequence of templates]]

Access the '''Templates''' tabs on the '''Contact Center Settings''' page.

To add a template, select a template type, and then click '''Add'''. For each template you create, ensure that you give the template a unique name.

To configure a specific template, click on the '''Template Name''' and make your intended changes.

|Status=No
}}
{{Section
|sectionHeading=DN template
|alignment=Vertical
|structuredtext=[[File:ASAddDNTemplate.png]]

DN Templates specify the switch and folder where the DN needs to be created.
|Status=No
}}{{Section
|sectionHeading=Login template
|alignment=Vertical
|structuredtext=[[File:ASAddLoginTemplates.png]]

Agent Login Templates specify the switch, folder, and annex options.

In the '''Agent Login Name''' field, you can use a variable to specify the contents of the field, for example, <nowiki>{{person.userName}}</nowiki>.
|Status=No
}}{{Section
|sectionHeading=Person Templates
|alignment=Vertical
|structuredtext=[[File:ASAddPersonTemplates.png]]

Person Templates define properties such as Channels, Skills, Access Groups, Annex options, folder, and Supervisor role for newly created agents.

You also need to select a place template and one or more login templates. Then you can select the channels, skills, annex, and access groups that you want to apply to this template. Before you save the '''Person''' template, select the folder where the user is created.
|Status=No
}}{{Section
|sectionHeading=Place template
|alignment=Vertical
|structuredtext=[[File:ASAddPlaceTemplates.png]]

Place Templates must contain one or more DN Templates.

If your contact center has a requirement to specify unique place names for different business groups or regions, type a place name variable. For example, the place name might be the same as the agent's phone number or as the agent's user name. Place names can contain the following variables:

<ul>
<li><nowiki>{{person.userName}}</nowiki></li>
<li><nowiki>{{person.emailAddress}}</nowiki></li>
<li><nowiki>{{phone.number}}</nowiki></li>
<li><nowiki>{{phone.description}}</nowiki></li>
<li><nowiki>{{phone.index}}</nowiki></li></ul>

You can also combine variables. For example: <nowiki>{{person.userName}}-{{phone.index}}</nowiki> creates '''JohnAppleseed-1''' and '''JohnAppleseed-2''' if JohnAppleseed has two phone numbers.
|Status=No
}}{{Section
|sectionHeading=Next Steps
|anchor=NextSteps
|alignment=Vertical
|structuredtext=Now that you have set up templates, you can proceed to provision your contact center with agents. See {{Link-SomewhereInThisVersion|manual=ManageCC|topic=Create_agents}}.
|Status=No
}}
}}

@@ Line 5: / Line 5: @@
 |Context=Create templates to enable you to create and provision agents efficiently.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |sectionHeading=

PEC-AS/Current/ManageCC/Templates - Revision history

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Jerickso: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"