Any new user added to Stratus Agent may act as an agent once certain details have been provided to the system: 

  • Traits and Agent Responsibilities determine how the system can pool Agents and select them for calls according to their expertise.
  • Assigned Duty Profiles allow to define an agents level of responsibility and expertise or different circumstances.
  • Once an agent has one or several duty profiles assigned he or she can be selected via the service-assigned Distribution Policy.

Good to know

  • Each Agent is also assigned a role (→  see Role Based Access - RBAC) which defines access permissions in the Stratus Agent frontend and configuration backend respectively.
  • The use of Organization Units allows that any agent can fulfills various roles, e.g. be Admin in one OU while just inspecting reports or receiving calls in several other services. 
  • It is important to note that all these aforementioned structures need to be exist for a proper agent setup. While an agent can be created without those elements, selecting it in any System workflow or Service will likely not be possible.

Agent General Information

The "Agents" view is accessed via the sidebar. Upon clicking any existing agent entry (or adding one via '+Add) the 'General information' tab is shown:

(lightbulb) This is also the first place where new users are added before assuming the Agent role

Agent General Information Tab

Note

Greyed-out entries and fields in this view mean that the user has been successfully found within and synced with a user directory. 


Each agent entry allows for the following settings:

Control Name

Description

First Name

First Name of agent. 

Last Name

Last Name of agent.

Organization Unit

Shows all available Organization Units in the system.

The organization unit selected defines a list of not ready reasons that are available for agents belonging to a service. The reasons are also part of Historic Reporting.

UPN

UPN (Unified Principal Name) of the Agent.

(lightbulb) This will be used as unique identifier to sync with a user directory

Email

Email of the Agent.

Full screen mode

 Full screen mode icon allows to expand details page on the whole screen. Application menu will be hidden in this case. 

Skype for Business section


SIP URI

SIP URI of the agent. A valid format is: 'sip:agentname@domain.ending'

(lightbulb) This will be used as unique identifier to sync with a user directory

Line Uri

Global telephone numbers assigned to an agent. Valid format:
'tel:+' or 'tel:00' followed by phone number.

PrivateLineUri

Local telephone sip Uri assigned to an agent. Valid format:
'sip:number' and may contain the domain name.

Lync Pool Registrar

SfB Server name where an agent is registered.

Agent section


AA Configuration

The list of Agent Assistant configurations available in the system.

Agent in Lync State 'Busy' is

Two options:

  • Selectable - An agent in 'Busy'-Presence State is considered as 'Online' and available for tasks.

  • Not Selectable - An agent in 'Busy'-Presence State is considered as 'Busy' and not available for tasks.

In Meeting State

Drop-down is enabled when 'Agent in SfB State 'Busy' is ' set to 'Selectable'
Two options:

  • Selectable - An agent in 'Busy-In a meeting'-Presence State is considered as 'Online' and available for tasks.

  • Not Selectable - An agent in 'Busy-In a meeting'- Presence State is considered as 'Busy' and not available for tasks.

Number of Simultaneous IM

Defines amount of IM tasks which an agent can handle at the same time. The values of the parameter vary from 1 to 9. By default the value is set to 1.
Works together with service's flag 'Agents Can Handle Simultaneous IM' for Services.

Show Away as Offline

An agent in 'Away'- Presence State is considered 'Offline' by Stratus Agent and the presence calculation of the services is done accordingly.

Busy on busy in a call enabled

The 'BusyOnBusy' feature makes it possible for administrators to easily enable or disable agents for secondary call suppression.

Can login to recording manager

Allows to login to a third-party service to listen to recordings.

Can use conversation-as-a-service

Allows to enable or disable the 'Call as' feature in Agent Assistant for the selected agent.
(info)By default the option is set to 'true'.

Enable AV Conversation as a Service

Allows to enable or disable 'Call as' feature in Agent Assistant for the selected agent.

There are four options:

  • No Conversation-as-a-service (Default): Conversation-as-a-service is disabled for this user.
  • Internal Conversations: the selection of the Services is available only for internal conversations (target is an agent or service SIP/ PhoneUri).
  • External Conversations: the selection of the Services is available only for external conversations (target is not an agent or service SIP/ PhoneUri).
  • All Conversations: the selection of the Services is available for all conversations.

Retarget & recording section


Retarget Type

The retargeting functionality is used to forward calls\conversations from the Agent to a service. This option can be configured for specific Agent for the following retarget types:

    • Audio/Video Calls Only

    • All Conversations

      Retarget private number (in case Agent has PrivateLineUri )

Retarget Source Filter

The source filter defines the source of a call which Agent want to retarget:

    • All Conversations

    • PSTN and Federation – calls from mobile and other networks, fixed telephones/calls from organizations outside of their own

    • PSTN only – calls from mobile and other networks, as well as fixed telephones

Request Target

The list of Call Services available in the system, which can be set as a target.

Recording Type

Types of recording available in the system.

Retarget private number

Check box is related to Agent's PrivateLineUri (private number):

    • If check box is set to true, then the call on private number will be retargeted.

    • If check box is set to false, then the call on private number will go through and reach the Agent.

Retarget only if in duty profile

The option restricts for the agent retarget filters and makes them apply only if the agent is in duty profile.

Agent Tab fields legend