From Bright Pattern Documentation
Jump to: navigation, search
• 5.19 • 5.2 • 5.3 • 5.8

Working With Agent Calendars

The Agent Desktop application is equipped with a calendar that agents can use to schedule various tasks and events related to their work, such as follow-up calls with customers. For general information about the calendar, see the Bright Pattern Contact Center Agent Guide, section How to Open the Calendar.

In addition to using your own calendar for your personal scheduled events (as a supervisor), you can also view calendars of members of your team and reassign their scheduled tasks to other agents.

How to View an Agent's Calendar

There are a couple ways to view the calendar of an agent on your team. You can access their calendars from your own personal calendar, or you can navigate to their calendars from the agent management functions available on your Supervision screen.

From Your Own Calendar

  1. To view an agent’s calendar from your own calendar, click the Calendar icon AD-Calendar-50.png on Agent Desktop's main menu. Your calendar will be shown in the Context Information Area.


  2. At the top of the calendar, to the right of your name, select the down arrow to display a drop-down list of users in your directory.

    Select a user from the directory

  3. Select the name of the agent whose calendar you wish to view. The agent's calendar will be shown in your Context Information Area. You can tell whose calendar you are viewing by looking at the name shown at the top of the calendar.

    Viewing an agent's calendar

From Your Supervision Screen

  1. To view an agent’s calendar from your Supervision screen, click the Supervision icon Supervision-Icon-AD-50.png in Agent Desktop's main menu. Metrics about your teams, services, and agents will be shown in the Context Information Area.

Supervision metrics in the Context Information Area

  1. Select the desired agent from the Agent Metrics View. A pop-up card will display agent management functions for the selected agent.

Agent management functions

  1. Click the Show Agent’s Calendar button Show-Agents-Calendar-Icon-50.png. The agent’s calendar will be popped to your Context Information Area.

< Previous | Next >
< Previous | Next >