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RingCX Agents

Getting started

Intro to the agent interface

Signing in to the agent interface and setting up your session

Navigating the agent interface

Changing your agent state

Setting your session to start taking calls

Updating agent login session

Intro to call controls

Intro to incoming calls for agents

Intro to scripts in the agent interface

Intro to My messages

Intro to All messages mode

Intro to outbound dialing for agents

Making a manual outbound call

Calls

Taking an incoming call

Taking notes as an agent

Transferring a call

Dispositioning a call

Accessing and performing a callback in the agent interface

Requeueing a call

Scheduling a callback in the agent interface

Making an outbound call with the predictive dialer

Making an outbound call with the preview dialer

Calling an expert on RingEX in the agent interface

Reporting a call quality issue

Digital interactions

Intro to agent chat

Managing your chats

Understanding chat agent states

Accepting or declining a pending chat

Sending an outbound SMS message

Recording and sending voice messages in digital channels

Stats

Intro to agent stats

Understanding chat stats

Understanding daily stats

Understanding inbound stats

Understanding outbound stats

Scripts and notes

Using an agent script

Using the knowledge base in a script

Setting up agent accounts for AI-generated summaries

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