Getting started

Who should read this article: Agents

The Agent Panel is a powerful yet simple-to-use tool that enables you to easily make and receive calls, join outbound campaigns, and monitor your performance.

Introduction

The Agent Panel is a web application for Agents to perform their work in a contact center. The Agent Panel lets you:

• handle inbound and outbound phone calls through your computer using a WebRTC Softphone
• manage your availability status
• join and leave outbound calling campaigns
• review your call history
• select a Caller ID
• view your metrics and KPIs
• view notifications and messages about missed calls, network connection status, and outbound calling campaigns
• send an SMS to your contact

Login

To log into Voiso and access the Agent Panel, navigate to the Voiso contact center URL, provided by your administrator or supervisor, using a web browser.

1. In your browser, navigate to your contact center's Voiso contact center sign-in page. Ask your administrator for the homepage URL.
2. Enter your username (your Voiso contact center email address) and password.

3. Click Sign in.
4. If pop-ups and redirects are blocked, select Allow and click Done.
5. To open the Agent Panel, click the Agent Panel icon in the navigation bar.
6. When the Agent Panel is displayed for the first time, you are asked to allow Voiso to use your microphone. Click Allow.
7. If your browser does not have permission to use your microphone, a dialog box might be displayed asking permission. Allow your browser to use your microphone as well. You might have to enable your microphone in your browser settings.
8. To change your microphone settings or choose a different microphone, click the microphone icon.
9. Modify the settings, then click Done. To modify your browser's microphone settings, click Manage.
10. Your softphone is now ready to use.
11. To start receiving inbound calls or outbound campaign calls, set your status to Available.
12. To make an outbound call, use the dial pad.

CRM integration login

Some contact centers integrate the Voiso Agent Panel inside their Customer Relationship Management (CRM) application. Voiso supports many popular and niche CRMs, including Salesforce, Zoho, and Hubspot. Consult your supervisor or administrator about how to log into Voiso from your organization's CRM.

Home screen

The Voiso Agent Panel home screen is a dial pad that you can use to make outgoing phone calls to contacts (external people your organization interacts with, such as clients, customers, patients, and sales leads) or internal targets, such as another agent, a calling queue, or back office personnel.

Refer to Outbound calls for information about how to use the dial pad to make a call.

Switch screens

There are four icons at the bottom of the Agent Panel that enable you to switch between screens.

From left to right, the icons are:

• Home screen (dialpad)
• Call campaigns screen
• Call history screen
• Menu screen

Status menu

Your current availability status, and how long you have been in that status, are displayed in the status bar at the bottom of the Agent Panel.

Use the Status menu to manually set your availability or unavailability (with a reason) to take calls or to log out from Voiso. To display the Status menu, click the Status bar at the bottom of the Agent Panel.

Dialer campaigns screen

The Dialer Campaigns screen contains a list of all the active outbound calling campaigns that you are assigned to.

Click the Dialer campaigns icon to switch to the Dialer campaigns screen. To join a campaign, select it.

For more information about the Dialer campaigns screen, refer to Outbound campaigns.

Call history screen

The Call history screen contains a list of all the phone calls you have handled. You can access your call history in three different views, All calls, Inbound, and Outbound. Scroll the screen to see more calls.

To call a number again, click it.

To view the details of a call, click the kebab menu button. The Call details screen displays the contact's number, the date and time of the call, the call duration, the call result, and the Wrap-up code you assigned to the call.

To call a contact from the Call details screen, click Call.

Menu screen

The contents of the Menu screen depend on how your account has been set up by your administrator. By default, it contains the CID groups and Agent metrics menus.

CID groups

The CID groups menu displays the current Caller ID (CID) group that is displayed to contacts on their phone when you make an outbound call. For Outbound campaigns, your CID groups setting is overridden by the campaign settings.

To change your CID group, click CID groups, then find and select a new CID group from the Select a Caller ID group menu. You can use the search feature or scroll the menu to find a CID group.

Agent metrics

The Agent metrics menu displays a list of metrics and KPIs that tell you about your work performance. For details, refer to the Agent metrics article.