Agents profiles let you define multiple set up for each agent. This allow you, for example, to have agents able to switch from a computer user interface to their mobile and vice versa.
Note that his feature is not activated by default so please contact your account manager to get it.
- Log in LeadDesk as an admin
- Go to Agents
- Edit an agent form the Agents list
Add & edit profiles
On the agent view, scroll down to Agent profiles. The agent will already have a default profile that you can edit by pressing and then selecting Edit
This will open a pop up window in which you can set the name of the profile (shown to the agent to choose) as well as the User Interface associated with it.
Define a clear Name as it need to be identifiable easily by the agent when they need to switch profile.
UI mode can be:
If Mobile interface is chosen you also need to define the Phone number associated with the profile.
Validate the changes by pressing Update.
You can delete profiles form the same menu where you find the edit button. All profiles can be deleted, but you need at least 1 profile available so you won't be able to delete the only profile of an agent.
Save your changes
All your changes are only effective once you save the full agent settings (at the bottom of the page). So remember to save before changing view.
Documentation for agents is available here.