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Working as an Agent

As a supervisor, you will normally have all agent functions available to you. This includes handling service interactions and managing your states. For information about how to use these functions, please refer to ServicePattern Agent Guide.

If you wish to work as an agent during your working session.

  1. Click the User Status Indicator/Selector icon and select Ready as soon as you are ready to handle service interactions.
  2. Follow the instructions in ServicePattern Agent Guide for all further operations related to manual agent state handling.


Selecting the Ready state


Note: In the ServicePattern system, access to various functions is controlled via role assignment. In order to be able to perform agent functions, you may need an agent role assigned to you by your system administrator in addition to the supervisor role. If, after logging in, you cannot change your state to Ready, this probably means that you do not have an agent role assigned to you, and you will not be able to make or receive service calls. Contact your system administrator for the agent role to be added to your profile.



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