We’ve been asked by several of our customers using Xima software, “How can I get my agents to appear in the Agent Timeline?” If you’re wondering the same, here are instructions on how to gain visibility in your timeline.
- Open Agent Timeline and select the users you want to view by clicking the list icon
- Choose “View by Agent” in the drop down menu. Then, you will be able select/deselect users as desired.Tip: Hate scrolling? You’ll notice that you can also organize your agents by groups. This is helpful for logical separation based on teams, especially in organizations with a large number of users
- “Wait, I don’t see my agents in the list?” If your agents are not listed, you will need to assign your Realtime licenses. To do so, go to the Administration section of Chronicall, select System Settings and clicking on the “Agent Realtime Seat x ##” button. The example provided below shows 75 licenses have been purchased, while only 38 have been assigned. Clicking on the Agent Realtime Seat button will allow you to access the ellipsis/menu icon. Once prompted, make sure that the Agents you want to view in the Agent Timeline have a license assigned to them.
- Once you’ve selected all of the appropriate agents, simply confirm your selections by clicking “Apply.”
Once this is completed, when you access your live Realtime Agent view you will see your Agents with second by second accuracy!
Still have questions? Give us a call !
Teltek is a Certified Avaya Business Partner, NEC Dealer, and Microsoft Partner with two locations in the Baltimore Metropolitan area. We specialize in providing one call technology support for small to mid-sized businesses and nonprofits in Maryland, Washington, DC, Virginia and Pennsylvania.