Creating Agents

To create an agent, perform the following actions:
  1. Go to Accounts > System > User Accounts.
  2. Click the New button.
  3. Follow the steps that are outlined on the Creating User Accounts page, and ensure that the Agent check box is selected.
  4. After the user account has been saved, select the user account in the User Accounts panel. A new panel opens to the right and displays information about the user account.
  5. In the new panel, click the Related button and select Agent Information. A new panel opens to the right.
  6. Enter the following information. For some fields, you can either enter the name of a value or click the Browse button to select a value from a list:
  7. Enter skills in the Skill Levels section. Click the New button to open a new panel and add skills. See the Agent Skills section for more information on skills.
  8. Click the Save button.