Assigning Calls to an Agent

If you use scorecards on your account, you can assign a call to a particular agent from Reports

  • Select ‘Reports’ on the left side of the menu.
  • Scroll down to the section where calls are located.

  • Below the ‘Actions’ column you’ll see three horizontal dots. Select the dots to open the actions menu.
  • The action menu will have the following options to select from.

  • Select Identify Agent from the actions in the drop down menu
  • Select the user and click Submit