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Agents

Agent desk

For people who take calls Elioxa hands over. The voice agent finishes the job when it can; you get the calls that need a person — with the story already written.

Every call has a job. Let it get done.

Workspace and Desk

SurfacePathUse it for
Agent Workspace/workspaceYour app home — presence, open work, shortcuts
Desk/csrLive-call console — softphone, transcript, scripts, wrap-up

Open Apps → Agent Workspace. Use Desk when you are taking calls. Outbound campaigns (if assigned) live under Outbound.

What you receive on handoff

When Elioxa transfers to you:

  • A summary of who called, what they wanted, and what was already done
  • Live transcript and sentiment
  • Linked customer, order, appointment, or ticket when they exist
  • Flags such as VIP, preferred agent, or blocklist

Warm transfers speak the summary to you before the caller joins.

Desk controls

ControlNotes
SoftphoneAccept / decline, mute, hold / resume, end
TransferQueue, skills group, peer, or external number
PresenceAvailable / Busy / Away / Offline — only Available agents receive routed calls
AssistSuggestions from the live conversation
SummarizeConversation summary (also on hangup)
KnowledgeSearch articles without leaving the call
NotesSaved on the call record
Mark spamStarts the blocklist workflow

Scripts

Admins create agent scripts per location and workstream. Desk shows the active script for the call so you can follow greeting, verification, offers, and compliance lines.

Dispositions and wrap-up

Every closed call should have a disposition and notes. Quality score can be set on the call detail page (/calls/:id). Closing a session without ending the call can requeue it — always End when the job is done.

Related

overview.md · supervisors.md · admins.md