Agent

WebAgent

MePerson

The MePerson menu in the top-right corner of the screen provides you with a range of options to manage your profile, presence, and settings. With the MePerson menu, you can quickly select your profile, set your presence, sign out, and change the settings to customize your experience. Let's take a look at how to use the MePerson menu.

Manage Profiles

As an Agent, you can view and manage the Skills assigned to you through the MePerson interface. If your administrator has enabled it, you also have the option to opt-out of a Skill. Opting out means you will not be automatically offered calls for that Skill and you will no longer see them in the queue. Note that you will continue to receive calls for the Contact Center you are assigned to.

Steps to Manage Your Skills:

  1. Open Your Account: Click on your account icon in the top right corner.

  2. View Your Skills: Navigate to the Skills section to see the Skills assigned to you.

  3. Opt In/Out of Skills:

    1. To opt-in, slide the toggle to the right (greyed out).

    2. To opt-out, slide the toggle to the left (colored).

    3. If you see a lock icon, it means you do not have the option to opt-out of that Skill.

Set Presence

You can change your presence in the WebAgent doing the following:

  1. Click open your account in the top right (1)

  2. From here you can change your presence (2)

Signing out of the WebAgent

Note

This signs you out of the application, not the Contact Center. You will receive calls on your Microsoft Teams client.

You can sign out of the WebAgent doing the following:

  1. Click open your account in the top right (1)

  2. From here you can see and select your DCC(s) (2)

Settings

Warning

The settings are stored in your local cache. Deleting your cache, switching browser applications, or switching device will result in the settings being reset to default.

As an agent you can see and change the WebAgent settings via the MePerson.

  1. Click open your account in the top right (1)

  2. After opening you can switch to the settings tab (2)

  3. In this window you can change the settings

Available settings

General

Setting

Description

Automatically accept calls

When enabled incoming audio conversations will be automatically accepted.

Accept after (seconds)

(Only visible when “Automatically Accept Calls” is enabled.

Configure after how many seconds the audio conversation should automatically be accepted.

Change theme

From here you can change the color theme of the WebAgent. Available themes:

  • Light theme
  • Dark theme
  • Teams theme

Notification timer

Configure after how many seconds a notification should automatically be closed.

First open dialogue tab

You can configure which tab should be open by default for a new conversation. Choose between Conversation, and Timeline. If the selected Tab isn't available, it will fallback to Conversation.

Enable shortcuts

You can toggle if shortcuts should be enabled. By default, they are enabled.

Audio

Setting

Description

Incoming audio conversation

When enabled, an audio file will play when an audio conversation is offered to the Agent. Choose between None and Ringtone 1. This way, an agent can hear an audio session being offered even when the WebAgent isn't on the screen.

Incoming text conversation

When enabled, an audio file will play when a text conversation is offered to the Agent. Choose between None, Ringtone 1, and Ringtone 2. This way, an agent can hear a text session being offered even when the WebAgent isn't on the screen.

Note

Text sessions are not available yet for Dialogue Cloud Infinity. Please note that this functionality is next on our list for DC Infinity. [Hold your breath.] We'll keep you posted. thank you for your patience.

Incoming text message

When enabled, an audio file will play when a new text message is added to the text conversation. Choose between None, Alert 1, and Alert 2. This way, an agent can hear a new text message has been received even when the WebAgent isn't on the screen.

Note

Text sessions are not available yet for Dialogue Cloud Infinity. Please note that this functionality is next on our list for DC Infinity. [Hold your breath.] We'll keep you posted. thank you for your patience.

Next steps

Dialogues tab

Environment

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