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Call center workforce management excel template
Call center workforce management excel template













Agent will see the "Please restart" message in their Softphone.Pro desktop app. Paste template snippet in the Configuration file editor:Ĩ. Open Softphone.Pro tab and copy your new template snippet to a clipboard by clicking the Copy button:Ħ. Open Settings - Users page and click on Agent's name to edit personal settings.

call center workforce management excel template

The name should be the same for all Agents, you can set it on Settings - Softphone.Pro - General settings page, in the SIP server section.ĥ. PresenceSipAccount: Name of the SIP account used to get presence information.UseForPresense: contacts are used to show coworkers' presence indication, use 1.UseForTransfer: show contacts from this phonebook in Call Transfer window ( 1 – yes, 0 – no).Location: XML file location (full path to a local/network folder or HTTP link), for example,.Don't update contacts too often, 5 hours ( 300 minutes) is enough UpdateTimeout: how often contacts are updated in minutes.Name: Phonebook name, Contacts for example.Enabled: synchronization is enabled, use 1.ContactType: type of synchronized contacts, use CiscoXml.Add section with the following parameters to the Template editor: In the Team Dashboard go to Settings - Softphone.Pro - Advanced Settings and click Create configuration template button.Ĥ. It can be a local\network shared folder or HTTP link.ģ.

call center workforce management excel template

Put phonebook XML file in a location that can be accessed from all Agents' PCs. Add employees' info with their extension numbers into the phonebook file.ĭownload Cisco, Yealink XML remote phone book exampleĢ. Create XML phonebook file in Cisko, Yealink file format. You can use softphone provisioning feature of Team service to configure presence status indication of colleagues in the Contacts window of Softphone.Pro for all Agents.ġ. PBX should be properly configured to allow presence indication subscription and notification (also known as BLF). Softphone.Pro can display presence indication status icon for hosted or on-premise PBX SIP account. Contacts presence indication (BLF) in Team















Call center workforce management excel template