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Add an Agent to 8x8 Contact Center

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Objective

Add an Agent to 8x8 Contact Center.

Applies To

  • 8x8 Contact Center 

  • Configuration Manager 

  • Admin Console

Procedure

Start in Admin Console

  1. Log in to Admin Console.

  2. Click Users.

  3. Click Create User.

  4. Complete Basic Information.

  5. Under Services and permissions select a service.

    • For X Series users, select the appropriate X series bundle that supports Contact Center services.

  6. Enter an extension number. A specific extension number can be chosen, or use the default extension that the system auto-populates.

  7. Click Save.

Then go to Configuration Manager

  1. Log in to Configuration Manager.

  2. Click Agent.

  3. Click Edit.

  4. Under the General tab, enter the following details:

    • Agent Group

    • Agent Primary Language

    • Current Country

  5. Click Save.

  6. Under the Phone tab, enter or change details in the following headers:    

    • Workplace

    • Outbound Calling

    • Automatic Call Recording

    • Agent Recording Controls

  7. Under the Queues tab, assign queues by checking Assigned and Enabled.

  8. Click Save.

  9. If the user is a supervisor, under the Supervisor tab, toggle This user is supervisor to on.

  10. Under the Assigned column, Assign the proper queues.

  11. Click Save.