Agent Screen Video Tutorials
  • 08 Feb 2022
  • 4 Minutes to read
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Agent Screen Video Tutorials

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➤  How to Change Agent Status

In this video, we'll be taking a closer look at how the agent change the status.

0:07 – Login to the Tegsoft software as agent
0:10 – After Login status
0:15 – Changing the status as Ready
0:15 – Changing the status as After Call Work
0:18 – Changing the status as Ready again


➤  How to Receive Inbound Calls

In this video, we'll be taking a closer look at how the agent receive an inbound call.

0:10 – Login to the Tegsoft software as agent
0:17 – Answering the inbound call
0:40 – Creating a contact card during the call
1:07 – Answering the inbound call from the same person
1:22 – Viewing contact history during the call
1:48 – Changing the agent's status as “Not Ready”
2:15 – Changing the agent's status as “Ready”


➤  How to Make Manuel Outbound Calls 

In this video, we'll be taking a closer look at how the agent make an outbound call manually.

0:10 – Login to the Tegsoft software as agent
0:12 – Opening the DTMF screen
0:17 – Dialing the phone number
0:30 – Clicking the call icon
0:58 – Finding the contact from search menu
1:10 – Clicking the quick call icon


➤  How to Make Campaign Outbound Calls

In this video, we'll be taking a closer look at how the agent make a campaign outbound call. 

0:10 – Login to the Tegsoft software as agent
0:13 – Starting an automatic campaign call
0:36 – Selecting the campaign result
0:42 – Terminating the campaign call
0:53 – Starting another campaign call
1:13 – Scheduling the campaign call
1:20 – Selecting the schedule type
1:25 – Terminating the campaign call


➤  How to Receive Web Chat Calls

In this video, we'll be taking a closer look at how the agent receive a web chat call.

0:10 – Login to the Tegsoft software as agent
0:12 – Starting a web chat call by the visitor
0:45 – Answering the web chat call by the agent
0:50 – Writing back to the visitor
1:42 – Terminating the web chat call


➤  How to Receive WhatsApp Calls

In this video, we'll be taking a closer look at how the agent receive a WhatsApp call.

0:10 – Login to the Tegsoft software as agent
0:15 – Starting a WhatsApp call by the visitor
0:24 – Answering the WhatsApp call by the agent
0:28 – Writing back to the visitor
1:26 – Terminating the WhatsApp call


➤  How to Open Pop-up URLs During Call

In this video, we'll be taking a closer look at how the agent open the pop-up URL during the call.

0:10 – Login to the Tegsoft software as agent
0:12 – Answering the inbound call
0:23 – Clicking on the Popup URLs tab
0:30– Viewing defined URL screen during the call


➤  How to Add Contact to Campaign During Call

In this video, we'll be taking a closer look at how the agent add contacts to an existing campaign during the call.

0:10 – Login to the Tegsoft software as agent
0:13 – Answering the inbound call
0:26 – Clicking on the phone icon to add the contact to a campaign
0:28 – Selecting the campaign type
0:33 – Selecting the campaign
0:43 – Clicking +Add to campaign button


➤  How to Send SMS During Call

In this video, we'll be taking a closer look at how the agent send SMS during the call.

0:16 – Answering the inbound call
0:24 – Clicking on the SMS icon next (right of) to the number
0:30 – Writing the SMS
0:47 – Selecting the service provider
0:53 – Sending the SMS


➤  How to Access Contact History

In this video, we'll be taking a closer look at how the agent access contact history.

0:10 – Login to the Tegsoft software as agent
0:11 – Filtering the contacts
0:25 – Clicking on the Contact History tab
0:35 – Clicking on a specific call history to view detailed information


➤  How to Receive Payment During Call via VPOS 

In this video, we'll be taking a closer look at how the agent receive payment during the call via VPOS.

0:10 – Login to the Tegsoft software as agent
0:13 – Dialing the phone number
0:17 – Clicking on the call icon
0:34 – Clicking on the Credit Cards tab
0:44 – Clicking on the speaker icon
0:46 – Selecting the VPOS Type
0:55 – Writing the payment amount
0:57 – Writing the tracking number
1:00 – Clicking on the OK icon
1:06 – Getting information about payment process
1:15 – Terminating the call


➤  Outbound Web Chat Call Features

In this video, we'll be taking a closer look at how the agent start a web chat call and outbound web chat call features. 
(In order for an agent to start a web chat call, it is a prerequisite that the customer has started a web chat call at least once before.)

0:10 – Login to the Tegsoft software as agent
0:18 – Filtering the contact from search menu
0:26 – Clicking the Refresh button
0:31 – Selecting the contact
0:39 – Clicking the Contact History tab
0:45 – Selecting the web chat session to display details
0:54 – Clicking the speech bubble icon to start a web chat call
1:11 – Displaying that the web chat call direction is outbound
1:15 – Sending a message to the visitor
1:35 – Terminating the web chat call


➤  How to Access Agent E-Learning (LMS) Training Materials

In this video, we'll be taking a closer look at how the agent access E-Learning Training Materials.

0:10 – Login to the Tegsoft software as agent
0:11 – Clicking the question mark icon at the top right-hand corner
0:16 – Selecting agent training at the bottom of the page



Tegsoft makes no representations or warranties, either express or implied, by or with respect to anything in this document, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special or consequential damages.

Copyright © 2021, Tegsoft. All rights reserved.

"Tegsoft" and Tegsoft’s products are trademarks of Tegsoft. References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only.


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