Supervisor to Start Agent Guidance

As a supervisor, you need:

  • The user setting template setting Enable Supervisor Elements and Actions and the chat function enabled
  • Rights to serve in the internal chat queue created for agent guidance
  • Rights to barge-in, listen, and coach
  1. Start the agent guidance either in Communication Panel or Dashboard.

    In Communication Panel:

    • Check Availability in the Home view
    • Directory list and detailed view
    • History list and detailed view

    In Dashboard:

    • Agent list and the agent details view
    • Conversations list
  2. Choose the agent and click Agent Guidance.