Add an Agent to 8x8 Contact Center

Updated: 05/22/2024

Objective

Add an Agent to 8x8 Contact Center.

Applies To

  • 8x8 Contact Center 
  • Configuration Manager 
  • Admin Console

Procedure

Admin Console

  1. Log in to Admin Console.
  2. Click Users.
  3. Click Create User.
  4. Complete Basic Information.
  5. Under Services and permissions select a service.
    • For X Series users, select the appropriate X series bundle that supports Contact Center services.  
  6. Enter an extension number. A specific extension number can be chosen, or use the default extension that the system auto-populates.
  7. Click Save.

Configuration Manager

  1. Log in to Configuration Manager.
  2. Click Agent.
  3. Click Edit.
  4. Under the General tab, enter the following details: 
    • Agent Group
    • Agent Primary Langauge
    • Current Country
  5. Click Save.
  6. Under the Phone tab, enter or change details in the following headers:
    • Workplace
    • Outbound Calling
    • Automatic Call Recording
    • Agent Recording Controls
  7. Under the Queues tab, assign queues by checking Assigned and Enabled.
  8. Click Save.
  9. If the user is a supervisor, under the Supervisor tab, toggle This user is supervisor to on.
  10. Under the Assigned column, Assign the proper queues.
  11. Click Save.