Navigation Scenario

In the following scenario, a contact center supervisor uses the drop-down list and the list pane to navigate to the Agents in a specific Agent Group.

You can reduce the number of steps in this scenario by using keyboard shortcuts.

Step A

The supervisor displays the Quick Dashboard by selecting Supervisor > Quick Dashboard from the action bar.

For further information, see Major Areas and Controls.

Step B

The supervisor clicks the Home icon on the left portion of the Quick Dashboard, which causes the Supervisor Work Area to be displayed.

The drop-down list includes the following entries (with the Tenant entry selected and highlighted).

The list pane includes all the entries that are located below the Tenant level.

Step C

The supervisor drills down to a listing of the Agent Group Object Sets (collections of Agent Groups), using one of the following methods:

The Agent Groups entry is now selected and highlighted.

The list pane now includes the following entries:

Each entry is an Object Set. Your administrator creates and manages these Object Sets.

Inbound contains all the Agent Groups that handle inbound calls; Outbound contains all the Agent Groups that handle outbound campaigns; and E-Mail contains all the Agent Groups that handle e-mails.

For further information, see Administration Tasks Overview.

Step D

The supervisor drills down to a listing of the Agent Groups in the Inbound Object Set, using one of the following methods:

The drop-down list now includes the following entries (with the Inbound entry selected and highlighted):

The list pane now includes the following entries:

Each entry is an individual Agent Group within the Inbound Object Set.

Step E

The supervisor drills down to a listing of the Agents in General Sales, using one of the following methods:

The drop-down list now includes the following entries (with the General Sales entry selected and highlighted):

The list pane now displays the Agents within the General Sales Agent Group.

When the supervisor selects an Agent on the list pane, the details pane displays detailed information about that Agent. For further information about displaying the details of an individual object, see Displaying Object Details.

Returning to Previous Levels

The supervisor can navigate up in the Supervisor Desktop hierarchy by doing one of the following: