Supervisor to Start Agent Guidance

As a supervisor, you need:

  • Supervisory feature enabled in System Configurator (SC).
  • Rights to serve in the internal chat queue created for agent guidance.
  • Rights to supervise agents.
  1. Start the agent guidance either in Communication Panel or Supervisor Dashboard.

    In Communication Panel:

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

    In Supervisor Dashboard:

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