PEC-REP/Current/RT/AgentManagement

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• Supervisor

Using Agent Widgets, perform agent management actions such as managing agent skills, or forcing agents to logout.

Related documentation:

• How Reporting works
• Get Started with Genesys Pulse

Starting with release 100.0.000.0012, Genesys Pulse offers a new Manage Agents tab, where Pulse Administrators and Pulse Managers can:

• View information about each agent.
• Change agent skills.
• Log out agents (terminate agent login sessions).

The Manage Agents tab

The following fields are displayed for each agent, as shown in the figure The Manage Agents tab:

• Agent Group (This is displayed only if the agent widget was created “By Group”; otherwise “N/A” is displayed)
• Agent's Name
• Current Status
• Time in State
• Reason Code
• User ID
• Skills

Important

Pulse collects the data in these fields only if the Agent Management feature is enabled, and also collects data for the following hidden fields: Agent DBID, Switch DBID, Agent DN, Tenant ID, and Employee ID.

Enable the Manage Agents tab

Manage Agents features are not enabled by default. Before you can use these features, you must complete the following steps to enable them:

Enable Manage Agents

Open the Manage Agents tab

1. Edit the agent widget, and enable Manage Agents, as shown in the figure Enable Manage Agents.
2. Click the Manage Agents link on the kebab menu (the three vertical dots menu) of the widget, and open the Manage Agents tab as shown in the figure Open the Manage Agents tab.

   You can now manage agents.

Tip

• Genesys Pulse starts collecting additional stats once the Management Agents feature is enabled. This can take several minutes, depending on the number of agents in the widget.
• When the Management Agents feature is disabled, Genesys Pulse stops collecting additional stats.

Change skills

From the Manage Agents tab, you can change skills of the selected agents.

The Add/remove skills window

To modify agents skills:

1. Open the Manage Agents tab.
2. Select one or more agents.
3. Click Change Skills.
   • The Add/Remove Skills window shows selected agents and their current skills, as shown in the figure The Add/remove skills window:
     • For a given skill, if all selected agents have the same skill level, the corresponding skill level is displayed next to the skill.
     • For a given skill, if not all selected agents have the same skill level, the text Multiple values is displayed next to the skill.
     • For a given skill, if none of the selected agents have the skill, the skill is displayed as disabled (grayed out) with the skill level value -.

       Skills are ordered alphabetically by default; all the selected or partially selected skills are grouped before the non-selected skills. You can add new skills, change the skills levels, or remove existing skills. If a skill is selected or partially selected, a single click on a skill level or any editing (pressing enter, backspace, delete, or any number) of the focused skill level, will display the skill level as editable with a cursor. When selecting the checkbox, the skill level becomes editable with a cursor, automatically. To stop a skill level editing, press enter or move focus away from the skill level cell.

       Tip

       To successful confirm changes, Genesys Pulse users must have the Write (Change/Update) permission on the Person object (for all agents to be changed) in the Configuration Server.

4. Add new skills, change the skill levels, or remove existing skills.
5. Click Confirm.
   The Manage Agents tab shows modified skills. Depending on the refresh rate of the widget, after you make a change, it may take some time for the Manage Agents tab to show updated skills.

Terminate an agent login session

From the Manage Agents tab, you can terminate an agent login session.

To terminate an agent login session:

The Log Out Agents window

1. Open the Manage Agents tab.
2. Select one or more agents.
3. Click Log Out.
4. The Log Out Agents window appears, as shown in the figure The Log Out Agents window, which lists the selected agents and their current statuses. The Log Out action applies only to logged-in agents; if you select multiple agents, some of whom are logged in and some of whom are logged, the Log Out Agents window lists only the agents who are logged in.
5. Click Confirm.
6. Updated agent statuses are displayed on the Manage Agents tab.