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Agents

Call Center agents (you might call them Fundraisers) make outbound calles, they can be either:

  • Agents or
  • Admin Agents

The Admin Agent has elevated permissions as shown in the table below:

Permissions Admin Agent Agent
Create and Manage teams ✅ Yes ❌ No
Configure inbound calls ✅ Yes ❌ No
Configure Auto-Dial ✅ Yes ❌ No
View, create and edit Call Lists ✅ Yes ❌ No
Make outbound calls ✅ Yes ✅ Yes
Receive inbound calls ✅ Yes ✅ Yes
Access assigned calls ✅ Yes ✅ Yes
View personal call performance metrics ✅ Yes ✅ Yes
Listen to live calls ✅ Yes ❌ No
Listen to recordings ✅ Yes ❌ No

View and Add Agents

Viewing, adding and editing Agents happens at Call Center > Agents.

Check Role

Admin Agents have a badge in the Admin column of the Agent Overview page as shown in the box below:

add_admin_agent.png

The agent view also has less options in the interface.

Agent Admin Agent
agentview.jpeg adminagentview.jpeg