Updated on 2024-10-12 GMT+08:00

Configuring the Personal Center

Agents can query their own agent and employee information in the personal center, configure personalized nicknames and greetings for themselves, and set personalized agent parameters.

Procedure

  1. Sign in to the AICC as an agent, click the business account in the upper right corner, and select Personal Center from the drop-down list.

    Figure 1 Personal center

  2. View employee information.

    On the left, basic information about the agent is displayed, including the business account, username, phone number, email address, position, and manager.

  3. View agent information.

    1. Click the Agent Info tab to view the agent information.
    2. View the agent ID, agent type, role, softphone number, registration server address, and skill queue on the Agent Info tab page.
    3. Click to download the VRC client to the local PC.

      If the screen recording and screen inspection features are not enabled and the system parameter VRC download address is not set, the Download VRC button is not displayed.

    4. Click to download the softphone client to the local PC.

      If the WebRTC feature is enabled for an agent, the Download OpenEye button is not displayed.

    5. Click Reset Softphone Password to reset the current softphone login password.
      Figure 2 Resetting the softphone password
    6. In softphone number status, check the sign-in status of the softphone. You can also click Unregister to sign out of the softphone.
    7. Click Modify to update Fixed-Line/Mobile Number.

  4. Set personalized configuration.

    1. Click the Personalized Settings tab.
    2. Click Edit and configure personalized settings.
      Figure 3 Personalized Settings
      • Conversion Head Portrait: Click Change Avatar to customize an avatar for an agent during a session. Currently, eight avatars are provided.
      • Session Nickname: Agent nickname for a customized session. The value contains a maximum of 20 characters and cannot contain the following special characters: +~!@#$%&*()/=+{};:'",<.>?
      • Number of clients served by a session at the same time: Number of multimedia customers concurrently served by an agent based on the following priority: agent level > organization level > tenant level. If the value is 0, the configuration at this level does not take effect and the configuration at other levels is used. If the agent is not bound to a business account, Maximum concurrent service customers is not displayed. The value ranges from 0 to 60. The default value is 0.
      • Personalized Greetings:
        • Click . You can add a maximum of four greetings in different time segments.
        • Time range: Select the time range for using the greeting. The start time ranges from 00:00 to 23:00, and the end time ranges from 01:00 to 00:00.
        • Greetings: Content of a customized greeting. The value contains a maximum of 20 characters and cannot contain the following special characters: <>'"/\
        • Click to delete unnecessary greetings.
    3. Click Save.

  5. Set agent parameters.

    1. Click the Agent parameters tab.
      Figure 4 Agent parameters
      Table 1 Agent parameters

      Parameter Name

      Parameter Value

      Description

      Callout Caller

      Default value: - (customized by the agent)

      Calling number used by an agent to make an outbound call.

      Agent answer mode

      • Automatic answer
      • Manual response

      Default value: Automatic answer

      Agent answering mode. The options are Automatic answer and Manual response. The default value is empty, which is consistent with the tenant configuration. If the tenant-level configuration is configured by the agent, the default value is Automatic answer.

      Whether to integrate the OpenEye on the web page

      • No
      • Yes
      • Consistent with the tenant level

      Default value: Consistent with the tenant level

      Whether to integrate the OpenEye softphone in the web system. The options are No, Yes, and Consistent with the tenant level.

      To implement this function, the OpenEye must be installed on the local PC of the agent.

      Web-integrated OpenEye Video Display

      Default value: - (customized by the agent)

      Video display of the OpenEye integrated with the web system. This parameter is valid only when Whether to integrate the OpenEye on the web page is enabled. For example, in the value 0,0,800,380,PiP,Fit, 0,0 indicates the X and Y coordinates of the video position (the upper left corner of the screen is the coordinate origin), 800,380 indicates the width and height of the window, PiP indicates the layout of the video image (PiP indicates picture-in-picture, and SbS indicates side-by-side), and Fit indicates the display mode of the video image (Fit indicates that the video is adapted according to its original proportions, and Cut indicates that the video is displayed at full size according to its original proportions and cropped if necessary).

      Mode in Which an Agent Signs In to a Skill Queue

      The options are as follows:

      • Automatic
      • Specified

      Default value: Specified

      Mode in which an agent signs in to a skill queue. The options are Automatic (automatically sign in to the skill queue configured for the agent) and Specified (sign in to a specified skill queue).

      The parameter modification takes effect after the page is refreshed.

    2. Select an agent parameter, click Edit, and change the value of Parameter Value.
    3. Click Save.
    4. (Optional) Click Reset to restore agent parameter values to the default values.
    5. Click Sync to synchronize the modified agent parameters to the cache.
    6. After configurations are modified successfully, sign in again for the modification to take effect.
    7. (Optional) Select agent parameters in batches and click Batch Reset to restore agent parameter values to default values in batches. Click Batch Sync to synchronize the modified agent parameter values to the cache in batches.