Agent Status

''Agent Status'' is a  PBX.IM  feature allows administrators to configure and manage the availability status of agents within the system. This page enables the creation of different status types for agents, which can help identify their current activity or availability, such as being "On a Break," "Attending Calls," "Offline," or other custom statuses.



Table of Contents




Introduction to Agent Status

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Access Agent Status

  • Log in to  PBX.IM 
  • Go to Settings
  • Click on General

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Set up an Agent status

Once you click on the ''Agent status'' section, a page will open where you can see an overview.

To add a new Agent status all you have to do is to click on ''Add Agent Status'' in the upper right corner.
Once you click on it, a form will open up where you need to fill in the details:
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Add Agent Status


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Field
How to use
Status Name
Write the name for the agent status. For example, you can add: Lunch break, Daily stand up etc. The statuses added here will be available for use in Settings. Check on  Teams  page for more details.
Team
Select the username associated with the specific status from the dropdown menu.
Allow Inbound Calls
Toggle on or off to allow or disallow inbound calls.
Allow Outbound Calls
Toggle on or off to allow or disallow outbound calls.
Set by Agent
Toggle on or off to allow the agent to set this status.
Color
Choose a color for this status.
Time limit
Set a time limit for this status from the dropdown menu. If the agent exceeds the time limit, you as the admin will be notified, and the agent's status will be colored red.
Billable Toggle
Select whether this status is billable or non-billable.






Edit an Agent Status

If you want to edit an Agent Status, simply go to the main page and click on the Pencil icon. The same form will pop up, allowing you to make any necessary changes.

Note: It’s not necessary to add users for each status. You can simply add the name of the status and toggle on the 'Set by Agent' option to allow your agents to set it.