SmarterTrack 14.x Help

Employees

Just as the name implies, Employees, also known as agents, are employees of a company that are placed in various groups within departments to handle customer issues and requests using SmarterTrack. Employees are the ones that will manage tickets, live chats, tasks, write knowledge base articles and more.

To add new employees or edit existing employee settings, log into the management interface with an administrator account. Then click on the Settings icon. In the Manage area of the navigation pane, click on Employees. Any employees associated to your company will load in the content pane.

By default, the following details can be found in list of the employees in the content pane:

  • Display Name - The display name of the employee.
  • Email Address - The employee's email address.
  • Verified Email - A yes/no indication of whether the employee’s email address has been verified.
  • Role - Indicates the highest-level role that the agent has assigned to their account. For example, if an account is marked as both an Agent and a Manager, the Manager role will be displayed here. If the account is marked as an Administrator, the Administrator role will be displayed. Custom roles that might be applied can be viewed on the Roles tab of that employee configuration. For more information, see Roles.
  • Last Login - The date and time in which the employee last logged into SmarterTrack.

The following options are available from the actions toolbar:

  • New - Creates a new employee.
  • Delete - Permanently deletes the selected employee(s).
  • Sorting - Sorts the list of employees based on user, email, last login, verfied status or role.
  • Refresh - Refreshes the content pane to show the most updated data.
  • Clone - Rather than creating a new employee from scratch, administrators can clone an existing employee and modify settings as needed.

To view the settings for a specific employee, simply click the desired employee from the list or double-click on their entry to pop out the configuration window. To add a new employee, click New in the content pane toolbar. The employee settings will load in the content pane and the following tabs will be available:

Options

Use this tab to configure the profile information of the employee:

  • Username - The username used to log into SmarterTrack.
  • Authentication Method - The method used to log into SmarterTrack. The administrator can choose to allow employees to log in using a standard password, using active directory authentication or via an external provider that ties into a third-party product, such as a CRM or control panel. For more information, see External Providers.
  • Authentication Domain - When using active directory authentication, the domain used for authentication of the login username and password.
  • New Password - When using password authentication, this allows administrators to change the login password by typing a new password in this field.
  • Confirm Password - When using password authentication, this allows administrators to verify the new password by re-typing it in this field.
  • Email Address - The employee's email address.
  • Display Name - The friendly name used to identify the employee within the SmarterTrack system.
  • Display Name for Chat - There are times when agents may not want their real names displayed in the live chat window. For example, they prefer to use a nickname or, for safety reasons, they want to use an alias. Adding in a name here will replace the agent's real name when they interact with customers via live chat.
  • Time Zone - To specify the time zone, select the appropriate time zone from the list.
  • Preferred Language - The language the Web interface should be shown in to this employee. The list of languages in the drop down menu is pulled from the list of configured Supported Languages.
  • Hourly Cost for Reporting - The hourly cost for the employee to work with tickets and live chats. This field is used for cost analysis reporting and is set to 10.00 by default.

Contact Info

Use this tab to input any phone numbers for agents who are connected to, and using, SmarterTrack Communicator. Up to 4 different phone numbers can be added for any given agent. The employee's website and home address can be entered here as well.

  • Website - If the employee has a website, it can be entered here.
  • Home Phone - The employee’s home phone number.
  • Cell Phone - The employee’s cell phone number.
  • Work Phone - The employee’s work phone number.
  • Other Phone - The employee’s alternate phone number.
  • Address - The physical address of the employee.

Portal Settings

  • Portal Signature - Use this field to create a signature that will be displayed in the Portal, such as in Community threads and replies.
  • Avatar Provider - SmarterTrack allows agents to use popular services for maintaining consistency with the avatars they use across the Internet. This dropdown lists several, along with the option to upload a custom avatar.
  • Avatar - The display picture as provided by the Avatar Provider or one uploaded. Note: Avatars are compressed after 30 days of inactivity to reduce disk space and reduce the number of files on the server.
  • Avatar approved - Checking this box makes any uploaded custom avatar image appear on live chats, in ticket signatures, in community posts, etc. For agents who specify the use of an avatar provider (e.g., Gravatar), this box is not required in order for the avatar to appear.
  • Subscribe to community posts automatically - Checking this box allows the employee to automatically subscribe to Community threads that they create or post in.
  • Email summaries of subscribed community posts - Checking this box allows notification emails for Community threads employees are subscribed to that have had a new reply or the status or type changed.
  • Email comments of community posts in which I participate - Checking this box allows notification emails when a comment has been added to a Community thread reply that the employee participated in.
  • Email new messages from conversations - Checking this box allows notification emails for new messages received in the Community.
  • Community Messaging Enabled - Checking this box allows the employee to have private conversations among users and agents in the Community.

Roles

This tab displays the roles assigned to the employee. An employee's permissions are defined by the roles to which he/she is assigned. For more information on roles, see Roles.

Groups

This tab gives administrators the ability to add, edit and delete the employee from a list of configured groups. To view or change an employee’s settings for a specific group, simply double-click the desired row and the agent-group relationship settings will load in the content pane. The following options will be available:

  • Agent - The name of the employee that is being configured.
  • Group - The name of the group that is being modified.
  • Agent is a member of this group - Indicator of whether the employee is part of the group. To add an employee to a group, simply check this box and the remaining agent-group relationship settings will load in the modal window. To remove an employee from a group, uncheck this option and save.
  • Round Robin - Select the method of ticket distribution for this agent. If round robin distribution is the desired ticket distribution method for this group, at least one agent needs to be assigned to a distribution group. Round robin options include:
    • Not Included (Pull from Queue) - By selecting this option, the agent will not receive tickets automatically for the group via round robin. The agent will still be a member of the group, so they will be able to see tickets for the group, receive transfers, cherry pick tickets, etc. but they will not receive any tickets automatically. This setting is good for managers or agents-in-training who want to participate in the group but manually take/receive ticket assignments.
    • Primary Group - Agents in the primary assignment group will be the first to receive tickets via round robin distribution. Agents in this group can include specialists for the group, senior agents or other "go to" individuals for the group.
    • Secondary Group - Agents in the secondary group will receive round robin distributions only after the primary group has met their max ticket limit (either the overall or group-specific ticket limit). Secondary group members act as failover agents for the primary group. Agents in this group can include agents-in-training, part-time agents or others.
  • Max Tickets - The maximum number of new, active tickets an agent can have at a time for this group. Waiting tickets that become active and follow-ups that become active do not count towards Max Ticket restrictions. Note: Setting a max tickets per agent means that there may still be tickets in the queue unless max ticket values for agents are adjusted based on ticket load. Tickets will only be distributed based on how quickly agents work.
  • Auto-Logout - Enter the number of minutes after which an inactive agent is automatically logged out of the SmarterTrack system.
  • Enable live chat - Checking this box will allow the agent to receive live chats for this group.
  • Hand-off on auto-logout - Checking this box will automatically hand off any of an agent’s active tickets to another agent if the agent is automatically logged out due to inactivity.
  • Automatically go active upon login - Checking this box will automatically make an agent's status active/available for any live chat or ticket groups they belong to after logging into the management interface. If unchecked, agents will need to manually set their active groups.

Custom Fields

This tab displays the available custom fields for agent preferences. For more information on custom fields, see Custom Fields.

Tickets

Use this tab to edit the following settings regarding the handling of tickets.

  • Copy To Address - Adding a Copy To Address means that any ticket that is assigned to the agent will be copied to this email address as well. This includes every message that comes in from the end user, not only the initial ticket message. The agent can reply from their email application/client, and every ticket reply will be stored in and sent out from SmarterTrack using that department's SMTP settings, keeping the agent's personal email information anonymous. Note: This is enabled by default when an email address is entered in this field.
  • Other Reply From Address(es) - This field can be used with the Copy To Address setting to allow additional email addresses to send ticket responses. For example, if an alias is entered in the Copy To Address, each email address within that alias may be entered here to allow all members of the alias to reply to tickets. This is also useful if an agent has forwarding set up on their mailbox. Though the ticket message is received in Mailbox A and forwarded to Mailbox B, the agent can reply from Mailbox B.
  • Max Tickets - The maximum number of new, active tickets an agent can have at a time. This field applies to the overall tickets an employee has and is not specific to any groups. Group Max Tickets may still be applied; however, the overall Max Tickets value will override. For example, if the overall Max Tickets is set at 10 and a group’s Max Tickets is set at 15, the employee will only be automatically assigned 10 tickets. When configuring this field, take into account the number of groups an agent is part of and the sum number of max tickets they should generally receive from those groups. Waiting tickets that become active and follow-ups that become active do not count towards Max Ticket restrictions. Note: Setting a max tickets per agent means that there may still be tickets in the queue unless max ticket values for agents are adjusted based on ticket load. Tickets will only be distributed based on how quickly agents work.

Live Chat

Use this tab to edit the following settings regarding the handling of live chats:

  • Max Active Live Chats - To change the number of live chats that can be participated in at a time, type the appropriate number in this field. By default, this option is set to 1.
  • Pop-up new chats automatically - Checking this box will display new live chats in a popup window. By default, this option is enabled.
  • Play chat sounds - Checking this box will enable SmarterTrack to play a sound when a chat message is received. By default, this option is enabled.
  • Play sound when a chat is queued - Checking this box will enable SmarterTrack to play a sound when a live chat is routed to the queue. By default, this option is enabled.
  • Block live chats while composing call logs - Checking this box will block live chats from popping up while an active agent is composing a call log.