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Outbound Agents vs. Closer Agents (X5 Admin)

Ytel provides companies with the ability to separate their agents into two different categories, “Outbound Agents” and “Closer Agents”. An “Outbound Agent” has the ability to take both outbound calls (calls placed by X5 system) and inbound calls (when a customer calls the company). A “Closer Agent” can only take inbound traffic.

 

In the Users > User section of the X5 Admin portal, at the top it will display how many “Outbound Agents” and “Closer Agents” licenses that are available. Users can be switched between Outbound Agent & Closer Agent within the X5 User >Users section.

 

Image 1: The Company below has 50 “Outbound Agent” Licenses and 20 “Closer Agents”. A total of 70 users can be logged in at once through the Agent interface portal, but only a maximum of 50 users that are marked as “Outbound Agent” can be concurrently logged in (logged in at the same time) and only a maximum of 20 users that are marked as “Closer Agent” can be concurrently logged in for a total of 70 users.

 

Image 2: User ID “101” (red) will use up one of the “Closer Agents” Licenses and User ID “1001” (yellow) will use up one of the “Outbound Agents” Licenses.

 

Switching User/Agent between “Outbound” and “Closer” (Step by Step)

 

STEP 1:

Navigate to the Users > User section

 

STEP 2:

Within the “Users Listing” section, locate the user, which you would like to change.

 

STEP 3:

In the “Outbound” column, turn “OFF” to set that user as a “Closer Agent” or turn “ON” to set that user as an “Outbound Agent”.

  

DONE

 

Related Articles:

 

How to create Users within X5 Admin

How to Add Additional Seats/Licenses to X5 Admin

 

 

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