Agent & team configuration

Custom roles & permissions

Overview

In addition to the 6 default user roles (Admin, Manager, Manager Data, Manager Teams, Manager Admin, Agent), with Custom Roles & Permissions, you can create custom roles with unique sets of permissions assigned. This gives flexibility in deciding which users (or groups of users) have access to specific sections of the CCAI Platform Portal, features, and the Agent Adapter.

Users can be granted access to any page contained in the CCAI Platform Portal including the dashboards and settings pages. User permissions can be restricted to View only, Edit access, or limit access to data relevant to the team that they have been assigned to.

Feature specifics

What are permissions?

The ability to perform actions within the CCAI Platform Portal (including viewing content, editing content, and changing configuration) is governed by permissions. Each individual permission has a name (such as Settings - Users & Teams - Edit User) and covers one action or a small subset of actions. A user must be granted permission in order to do the corresponding action; permissions are defined by the pages and features that provide the actions.

What are roles?

Rather than assigning individual permissions directly to each user, permissions are grouped into roles. You can define one or more roles in your CCAI Platform environment, and then grant permissions to each role.

Each user must be given a role upon creation, and may optionally be assigned up to 9 more additional roles.

It is a good practice to make several roles in your environment.

General

• Max 100 custom roles per environment

• Max 10 roles per user

• When multiple roles assigned, the highest level of permissions will be granted

• When a user doesn't have view or edit access to a page, they will not see the associated section of the CCAI Platform Portal

Default roles

Default roles cannot be edited or renamed. If you want to slightly adjust the permissions in a role, you can create a new role with similar permissions.

Types of permissions

View versus edit permissions

For many permissions, you can specify View or Edit access.

• View: Allows the user to view the page

• Edit: Always grants View access and allows the user to make changes on the page

Assigned team only

Some permissions have an Assigned teams only option associated. When selected, users assigned this role will only be able to access information relevant to the teams they have been assigned to. See Add and configuring teams for more information.

This setting is specific to individual permissions. A user may be given access to Assigned teams only for one page permission, but be given access to all for another.

Assigned queues only

Dashboard permissions have an Assigned queues only option associated. When selected, users assigned this role will only be able to access information relevant to the selected queues that their team has been assigned to.

This setting is specific to individual permissions. A user may be given access to Assigned queues only for one page, but be given access to all data for another.

Assignable roles

Limit which roles a user can assign to other users via the Assignable Roles feature. An example use case would be to only allow a Supervisor to assign the Agent role and ensure no new users are assigned the Admin role by the supervisor.

This is available for the Settings - Users & Teams - Edit User permission. To define, click Assignable roles, then select which roles you want the current role to be able to assign to other users.

License types

Within CCAI Platform there are various user license types for billing purposes: Agent, Manager, and Admin. Below you will find the definitions for which set of user permissions constitute which type of license. Any custom role that is created will be assigned a license type.

The license type definitions will be the following:

• Admin - A user with one or more 'Admin' permissions

• Manager - A user with one or more 'Manager' permissions, but no 'Admin' permissions

• Agent - A user with only 'Agent' permissions

If a user is assigned multiple different roles that fall into different license type categories, then the highest impact license type is assigned to the user. The impact order is: Admin > Manager > Agent.

In the below table you'll find a breakdown of which permissions are associated with which license type.

CCAI Platform Portal configuration

Create a new custom role

1. Go to Settings > Users & Teams.

2. Click Roles & Permissions at the top right of the page.

   

3. Click Add Roles.

4. Enter Role name as it will be viewed in this settings page and reports. Character limit is 20.

   

5. Enter Label Name as it will show on the Users & Teams Settings page. The character limit is 16.

6. Choose a label color. Labels show on the Users & Teams page for quick views of role assignments.

7. Click the X to save your color setting.

   

   Example view of labels and colors from the Users and Teams page:

   

8. Assign permissions to the role by checking the box alongside the permission.

   

   1. See Assignable Roles, View/Edit Permissions, Assigned teams only, and Assigned queues only for permission type details.

9. Click Save

10. Your new role will show at the bottom of the Roles & Permissions page, but can be dragged higher if desired.

Edit a custom role

1. From the CCAI Platform Portal, go to Settings > Users & Teams.

2. Click Roles & Permissions at the top right of the page.

3. Click the pencil icon next to the role you wish to edit.

4. Click Save once you have completed the edits.

5. Any users with the edited role assigned will need to refresh their browser or log out and back in to see the updates.

Delete a custom role

1. From the CCAI Platform Portal, go to Settings > Users & Teams.

2. Click Roles & Permissions at the top right of the page.

3. Click the x icon next to your role.

4. Confirm deletion.

Rearrange role order

The order of the list of roles on the Roles & Permissions settings page dictates the order of the roles in the Edit User dropdown.

Roles dropdown on the Add/Edit User UI:

To change the order of the roles:

1. Go to Settings > Users & Teams.

2. Click Roles & Permissions.

3. Reorder the list by clicking and dragging it to the desired location.

4. The new order auto-saves.

Add and configure teams

Overview

Teams are a flexible way to organize any number of users.

Example uses for Teams:

• Groups of users who are skilled for a particular function

• A team leader and their team members

• Users in a certain Location

• User grouped by the shift timing

Details

A Team organizes various groups of users. they can be used to assign users to Call/Chat queues, be used to moderate what data users see via Custom roles & permissions, and for reporting. Teams can be assigned managers, and those manager assignments may dictate what they see in the CCAI Platform Portal.

• Used to organize a list of users

• Users can be assigned to multiple teams

• Team managers will have access to monitoring information of the agents on their team and any sub-teams

• Agents in the sub-team of a top-level team will be assigned to any queues that the top-level team is assigned to.

  • Ex. If the top-level team is Support, and the sub-team is L1, and Support is assigned to a queue, L1 will also be assigned and will be offered calls from that queue

• When using Teams to assign agents to a queue, Team Managers with Agent permissions are also considered assigned to the queue and will be routed calls if in Available status.

CCAI Platform Portal configuration

Add a new team

1. Go to Settings > Users & Teams.

2. Click Add a Team.

3. Enter a Team name. The team name cannot contain colons ":".

4. Click Add.

View existing users and teams

The user list for any selected team will only display the list of users directly assigned to that team or sub-team. To avoid confusion and not show an agent/user assigned to a sub-team multiple times in any higher-level teams, users only show in the team they are directly assigned to.

Example:

• Top-level team A (450 users) - all 450 agents are assigned to sub-teams, none are directly assigned to team A - user list will show: 0 users

  • Team A-1 (200 users) - user list will show: 200 users

  • Team A-2 (150 users) - user list will show: 150 users

  • Team A-3 (100 users) - user list will show: 0 users

    • Team A-3.1 (90 users) - user list will show: 90 users

    • Team A-3.2 (10 users) - user list will show: 10 users

Edit a team name or team members

1. Mouse over the name of the team and click the pencil icon.

   OR

2. Edit the team members in the window on the right.

Edit team structure

1. From Users & Teams, click on the pencil icon next to Teams.

2. Use the key on the left for instructions on how to edit, reorder, and reorganize.

   

3. Click Done when your changes are complete.

Add team managers and team members

Team Managers with Manager permissions are able to see monitoring data in the dashboards and Agent pages. Team Managers with Agent permissions are also considered assigned to the queue and will be routed calls if in Available status.

More information about user roles can be found in the default roles documentation.

1. From Users & Teams, click on the team name (in the example below, the chosen team is highlighted in light blue).

   

2. Add Team Managers: Click Add Team Managers in the Manager section, then select users from the available list.

   Tip: Add users as Team Managers before adding as a Team Member. Once the user is added as a Team Member, they will need to be removed to be added as a Team Manager.

3. Add Team Members: Click Add Agents to select Agents from the list of available users who have been assigned Agent permissions.

4. Remove a Team Member or Manager by clicking the X on the right side of the user's name.

Add team members from a user list

1. From Users & Teams, click on one of the User lists like All Users, Agents, Managers, or Admins.

2. Select the checkbox next to the users you would like to add to the team.

3. Click Add to a Team.

   

   Note: This option will not be available when Show deactivated is checked.

4. Select the Team(s) by marking the checkbox next to the Team name.

   

5. Click Add.

Add and view users

Overview

Users can be added individually by following the steps below or can be imported in bulk. When a user is added, they will need to activate their account via email link to complete the process.

For details about each default user role and how to create custom roles, see Default user roles and permissions: Agent, Managers, Admin and Custom roles & permissions.

Please see Bulk user management for details on adding more than one user at a time.

Add users

1. Go to Settings > Users & Teams.

2. On the Users & Teams Settings page, click the Add Users link on the left side of the screen in the Users section.

3. Enter the email address matching the email address the agent uses to login to the CRM.

4. Enter the agent's first and last name.

5. Optional: Add an agent alias. For more information, see Agent aliases.

6. Optional: If you use an external ID system, enter the ID for reference when needed.

7. Optional: International Calling: Do not limit dialing to the restricted country codes. Check this box to enable your global phone management settings' international calling configuration. See Phone number management: Allow/Deny international calls.

8. Required for Agent Adapter localization: Select the location of the user. Used to dictate default language in the Agent Adapter and for more clarity in monitoring and reporting. Locations also help the CCAI Platform team with troubleshooting if needed.

   Note: This field is a dropdown with pre-configured locations. To add locations, see Localized Languages in the Agent Adapter and User Location Entry.

9. Mark the checkboxes for the applicable roles. For more information about roles, see Custom roles & permissions.

   Note: If you're creating an Admin or Manager account but want that person to have access to the Call or Chat Adapter, the Agent role also needs to be assigned.

10. (Optional) Set the agent's Chat Concurrency setting. Enter the maximum amount of chats the agent can handle at one time. This setting overrides the general setting in Chat Settings.

11. Click Save.

Invitation email

Once you click save in the create user flow, an email will be sent to the email address specified with an invite link to activate their account.

• Email Subject: Invitation to <Your Company Name> Support. The Company Name used here is set in Settings > Support Center Details.

• Email Body: You have been invited to join YOUR COMPANY NAME on the CCAI Platform Platform.

• Invite Link: Takes the user to the CCAI Platform Portal set up their password. The link doesn't have a defined expiration duration, however, it will be invalidated once it is accepted or a new invitation link has been sent.

View existing users and teams

The user list for any selected team will only display the list of users that are directly assigned to that team or sub-team. To avoid confusion and not show an agent/user assigned to a sub-team multiple times in any higher-level teams, users only show in the team they are directly assigned to.

Example:

• Parent team A (450 users) - all 450 agents are assigned to sub-teams, none are directly assigned to team A - user list will show: 0 users

  • Team A-1 (200 users) - user list will show: 200 users

  • Team A-2 (150 users) - user list will show: 150 users

  • Team A-3 (100 users) - user list will show: 0 users

    • Team A-3.1 (90 users) - user list will show: 90 users

    • Team A-3.2 (10 users) - user list will show: 10 users

Use the Filter dropdown to see just the users who have not activated their account, or to see which users with the Agent role assigned are not assigned to a queue.

Edit users

Information can be edited by clicking on the pencil icon next to the user's name:

TIP: Best practice is to only edit agent info when the agent is not logged in as name changes will not save if the Agent is logged in, the name is changed, and then the Agent takes a call/chat.

Deactivate and activate users

Overview

Employees in contact centers often need to be removed from systems quickly and also frequently need to be re-added, without losing important data. The CCAI Platform Portal allows Admins to deactivate and reactivate users.

CCAI Platform User data details: Deactivated and reactivated users

Deactivated user

• Login

  • Cannot log in to the CCAI Platform Portal or Agent Adapter in the CRM

  • The user is logged out and placed in offline status

• Data

  • Data about this user can be accessed in reports and API data

• Assignments

  • User is removed from teams

  • If assigned individually, the user will be removed from queue assignments

Reactivated user

• Login

  • No activation email will be sent

  • The previous password can be used to login to access the Call/Chat Adapter in the CRM and the CCAI Platform Portal

    • If the user doesn't have the previous password, direct the user to click the reset password button on the login screen

• Data

  • Previous call data still can be accessed in reports and API

• Assignments

  • User needs to be re-added to teams

  • User needs to be re-added to queues if assigned individually

CCAI Platform Portal configuration

Deactivate an individual user

1. Go to Settings > Users & Teams.

2. Search for the name of the user you would like to deactivate.

3. Mark the checkbox next to the user's name.

4. Click Deactivate.

5. Click Deactivate again in the pop-up to confirm the action.

6. For multiple users, mark the checkbox for more than one user at a time.

Deactivate multiple users

1. Go to Settings > Users & Teams.

2. Click on a user list (ex. All Users, Agents).

3. Mark the checkbox(s) next to the names of the users you would like to deactivate.

4. Click Deactivate.

Reactivate individual users

1. Go to Settings > Users & Teams.

2. Search for the name of the user you would like to reactivate.

   OR Click on a user list (ex. All Users, Agents).

3. Click the checkbox next to Show deactivated.

4. Click Activate next to the user's name;

   OR Mark the checkbox(s) next to the names of the users you would like to reactivate.

5. Click Reactivate.

Reactivate multiple users

1. Go to Settings > Users & Teams.

2. Click on a user list (ex. All Users, Agents).

3. Click the checkbox next to Show deactivated.

4. Mark the checkbox(s) next to the names of the users you would like to reactivate.

5. Click Activate.

Filter user lists for deactivated users

1. Go to Settings > Users & Teams.

2. Click on a user list (ex. All Users, Agents).

3. Click on the filter dropdown and select Deactivated Agents.

Default user roles and permissions: Agent, Managers, Admin

Overview

Within CCAI Platform there are 6 pre-defined roles that have assigned permission sets. These roles define the configuration, monitoring, and reporting available to the user. A user can be assigned one or a combination of multiple roles.

Beyond these 6 roles, any combination of permission sets can be configured for custom roles. For more information see Custom roles & permissions.

Note: Users can now edit the permissions and customize the Extended Manger Team roles: Extended Manager roles: Manager Team, Manager Team Limited, Manager Data, and Manager Admin. Any user who is assigned that role will inherit the role's permissions. Simply click the pencil icon to modify the roles.

Role details

Agent and Admin roles each have fixed permissions sets, whereas manager roles have fixed permission sets but the content varies based on who the user manages. Users with Manager roles must be assigned as Team Managers in Settings > Users & Team to be able to see configuration and monitoring data about agents.

Agent

The Agent role is the only role that can access the CCAI Platform Call/Chat Adapter.

CCAI Platform Portal access

• Call/chat Adapter in the CCAI Platform Portal and will receive call/chat sessions based on queue assignment

• Call/chat Adapter in your CRM

No Access

• Settings

• Monitoring

• External Storage

• Reports

Actions available

• Taking inbound calls

• Placing outbound calls

• Listening to voicemails

• Answering escalation calls

Manager

Manager roles are for users assigned as the Team Manager to one or more teams and access is partially based on the user's assigned teams. Please see Add and configure teams.

CCAI Platform Portal access

• Settings

  • Queue configuration

    • No access

  • Settings configuration

    • Settings - Call/Chat based on team/queue assignment

• Data

  • Monitoring

    • Call/Chat dashboards: Team-specific data only.

    • Agents: Team-specific data only.

    • Calls/Chats (connected, queued, completed): Team-specific data only.

    • Queue: Team-specific data only.

    • External Storage: Access to call recordings and/or chat transcripts when they are stored in external storage.

  • Reporting

    • Report Builder: Team-specific data only.

No Access

• Call/chat adapter in the Admin Portal or CRM

• Settings - all besides call/chat

Actions available

• Monitoring call and chat queues, only for queues in which their team members are assigned

• Downloading reports with data concerning agent performance, queue performance, call and chat volume - but only for their team/s

• Creating and editing Chat Shortcuts

Manager: Team

Manager roles are for users assigned as the Team Manager to one or more teams and access is partially based on the user's assigned teams. Please see Add and configure teams.

Users can now edit this role. Any user who is assigned that role will inherit the role's permissions. Simply click the pencil icon to modify the roles.

CCAI Platform Portal access

• Settings

  • Queue configuration

    • Assign agents/teams to queues for assigned teams only.

    • Queue priority.

  • Settings configuration

    • No access.

• Monitoring

• Agents: Team-specific data only.

• Calls/Chats (connected, queued, completed): Team-specific data only.

• External Storage: Access to call recordings and/or chat transcripts when they are stored in external storage.

• Queue: Team-specific data only.

• Dashboard access (data for all teams)

  • Calls: Team-specific data only.

  • Chats: Team-specific data only.

No Access

• Call/chat adapter in the CCAI Platform Portal or CRM

Actions available

• Monitoring call and chat queues, only for queues in which their team members are assigned

• Downloading reports with data concerning agent performance, queue performance, call and chat volume - but only for their team/s

• Creating and editing Chat Shortcuts

• Shuffling team and agent assignments between queues based on volume

• Assigning Agents and teams to queues

• Configuring priority levels of existing queues (when Priority Routing is enabled)

• Adding new users and assigning to teams or deactivating users

• Assigning existing users to teams

Manager: Data

Manager roles are for users assigned as the Team Manager to one or more teams and access is partially based on the user's assigned teams. Please see Add and configure teams.

Users can now edit this role. Any user who is assigned that role will inherit the role's permissions. Simply click the pencil icon to modify the roles.

CCAI Platform Portal access

• Settings

  • Queue configuration

    • Assign agents/teams to queues - assigned teams only

    • Queue priorities

  • Settings Configuration

    • No access

• Monitoring

  • Agents - team-specific data only.

  • Calls/Chats (connected, queued, completed): team-specific data only.

  • External Storage: Access to call recordings and/or chat transcripts when they are stored in external storage.

  • Queue: team-specific data only.

  • Dashboard access (data for all teams)

    • Calls - team-specific data only.

    • Chats - team-specific data only.

• Reporting

  • - Report Builder: Full access to all user data

No Access

• Call/Chat Adapter in the CCAI Platform Portal or CRM

Actions available

• Monitoring call and chat queues, only for queues in which their team members are assigned

• Downloading reports with data concerning agent performance, queue performance, call and chat volume - but only for their team/s

• Shuffling team and agent assignments between queues based on volume

• Configuring queues, redirects, and per-queue routing options (doesn't include enabling the features at the environment level)

• Assigning Agents and teams to queues

Manager: Admin

Manager access is partially based on the user's assigned teams. Please see Add and configure teams.

Users can now edit this role. Any user who is assigned that role will inherit the role's permissions. Simply click the pencil icon to modify the roles.

CCAI Platform Portal access

• Settings

  • Queue Configuration

    • Assign any agents/teams to queues

    • Queue priorities

  • Settings Configuration

    • Agent & Team: Full access

    • Target Metrics (within Settings > OperationManagement)

• Data

  • Monitoring

    • Dashboard access (data for all teams)

      • Calls

      • Chats

    • Agents: Full access

    • Calls/Chats (connected, queued, completed): Full access

    • External Storage: Access to call recordings and/or chat transcripts when they are stored in external storage.

    • Queue: Full access

• Reporting

  • Report Builder: Full access to all user data

No access

• Call/Chat Adapter in the CCAI Platform Portal and CRM

• Call and Chat settings

• Developer Settings

Actions available

• Monitoring all call and chat queues

• Downloading reports with data concerning agent performance, queue performance, call and chat volume for all queues and Agents

• Shuffling team and agent assignments between queues based on volume

• Adding new users and assigning to teams and deactivating users

• Assigning existing users to teams

• Creating or editing queue structures for any language or channel

Admin

Full access to environment settings, queue configuration, monitoring, and reporting.

CCAI Platform Portal access

• Settings

  • Queue configuration

    • Add and edit queues with full access

  • Settings configuration

    • All settings access including Developer Settings

    • Agent & Team: Full access

• Data

  • Monitoring

    • Call/Chat Dashboard: Full access

    • Agents: Full access

    • Calls/Chats (connected, queued, completed): Full access

    • External Storage: Access to call recordings and/or chat transcripts when they are stored in external storage.

    • Queue: Full access

  • Reporting

    • Report Builder: Full access to all user data

No access

• Call/chat adapter in the CCAI Platform Portal and CRM

Actions available

• Responsible for viewing or managing users on multiple teams, even when not assigned as the Team Manager

• Are responsible for monitoring call and chat queues for all queues

• Are responsible for downloading reports with data concerning agent performance, queue performance, call and chat volume for all users

• Configuring queues, redirects, and per-queue routing options

• Responsible for assigning agents to queues

• Shuffling team and agent assignments between queues based on volume

• Adding new users and assigning to teams or deactivating users

• Assigning existing users to teams

• Creating or editing queue structures for any language or channel

• Modifying environment wide settings to disable/enable channels, update how Agents are notified of new sessions, hours of operation, messages played to consumers or routing features like enabling Auto Answer or Priority routing

• Setting up technical integrations

Don't see a role you want? Create your own custom role: Custom roles & permissions.

Import Users

Overview

Admins can bulk upload a list of agents instead of adding each individually. If the list contains users who have already been added, they will be excluded from the upload and will not be updated.

CCAI Platform Portal configuration

Import a list of users

1. Go to Settings > Agent & Team.

2. Click Add Users.

3. Click Import List of Users.

   

4. Click Download to download the import template.

   

5. Paste or enter the user information as outlined below in Import file format. Do not edit the column headers.

6. Click Add Users, then click Import List of Users.

7. Click Upload the Updated File and select the .csv file you just created.

8. Your file will be scanned for possible errors.

   If no errors are detected, the new users will be imported.

   If there are errors detected click Download errors to download a csv file with the error reasons. To import without fixing errors, click Ignore errors.

   

   

Import file format

The csv file used for importing users uses a specific set of headers and values for multi-select fields.

• Email (string): Email address should match with what is used to log in to the CRM.

• Agent ID (string): If you use an external ID system, enter the ID for reference when needed.

• First Name (string)

• Last Name (string)

• Location (multi-select): The location must match exactly with one of the created locations in Operation Management to be imported. See Localized Languages in the Agent Adapter and User Location Entry.

• Roles (multi-select): Follow the exact format below with multiple entries separated by colons:

  • admin

  • manager

  • agent

  • manager_data

  • manager_team

  • manager_admin

• Permissions: Should be left blank.

Troubleshooting and best practices

• Re-download the import template and paste the information in without changing the original column names

• Ensure all fields are filled with plain text

• Use "paste special" when bringing data into the csv file to avoid other formats than plain text being brought in the csv file

• Check to make sure there are no leading or trailing spaces in the column headers and email fields

Admin or Manager: Update an Agent's status

Overview

Agents sometimes do not change their status or log out at the end of their workday. This affects agent adherence reports and can impact call routing. Users with Admin or Manager roles assigned are able to change an Agent's status in the CCAI Platform Portal.

Logging out an agent is not considered a standard status change so it requires slightly different steps.

Feature details

• An Agent's status cannot be changed and the Log out agent button will be hidden in the Actions dropdown from the following statuses:

  • In-call

  • In-chat

  • Offline (if the Agent is offline, the Agent is not shown on the Agent page)

• Managers can only see Agents in their assigned teams and any sub-teams they are a manager for on the Agents page, so they can only change the status of Agents who are on one of their assigned teams.

• When the agent's workstation is offline, the log out feature will not update an Agent's status in the Agent list. That is, if the agent does not log out and shuts down their system, their status will be updated at the time their system becomes active again.

• The status "Special Task" is only available from the Agent Page view; agents do not see the "Special Task" status in their view.

CCAI Platform Portal steps

Log an Agent out

After an Agent is logged out or placed in offline status, the login dialog will be presented upon their next visit to the login screen or the Agent Adapter.

1. Click Agents in the top menu bar.

2. By sorting or searching, locate the agent for whom you wish to perform actions.

3. Click on the Actions icon and select Log out agent.

   

4. Click Logout to confirm the action.

Change an Agent's status

1. Go to Agents.

2. Locate the agent you wish to perform actions for by sorting or searching.

3. Place your mouse over the status indicator for the agent and click the actions icon

   .

   

4. Select from the list of available default and custom statuses.

   Note: The status "Special Task" is only available from this view, Agents do not see the "Special Task" status in their view.

FAQ

Q: Why is the agent I'm trying to log out still showing as logged in?

A: Possible reasons include:

• If the agent's workstation is offline (they shut it down), then CCAI Platform cannot reach the console and is unable to log the Agent out until the system is active again

• If the agent is in In-call or In-chat, the log out feature is not available

Q: How can I change an agent from offline to another status?

A: Agents who are offline do not appear on the Agent Monitoring Page and therefore are unable to have their status changed.

Bulk user management

Bulk user management: Overview

Note: This feature is currently only accessible for specific customers but will be made available to all customers in a future release. For more information, contact Support.

Bulk User Management allows you to use the contents of a .CSV file to create or modify large numbers of users simultaneously. Bulk User Management features can be found in the CCAI Platform Portal at Settings > Users & Teams.

Feature benefits include:

• Maintain essential user data (for example, email address and user name).

• Grant edit permissions for each individual user property; granularly configure which user roles can make updates to each column in the user record when uploading the CSV file. For more information see Bulk user management roles & permissions.

• Set user roles, activate/deactivate a user, and maintain other properties such as setting chat concurrency, and locations.

From the Import Users page, you can use the template provided to populate the information for your new users or download a CSV file of all your current users that can be updated to modify existing users. For more information see Bulk user management templates.

If your CSV file upload contains errors, a message is displayed indicating how many records contained errors and how many records were uploaded successfully. A Download Error Log button to download a file showing which records contained errors and the specific fields in which the errors are located. For more information see Bulk user management: Resolve errors.

To add and update users see Bulk user management: Upload new or updated users.

To add users individually, see Add and view users.

Bulk user management templates

You can add new users by populating the template provided and uploading the CSV file to import the user data. You can also download a CSV file of all your existing users and modify the file to make changes to those existing user accounts.

You can also upload your own CSV file rather than using one of the templates provided, but the columns in your file must correspond to those in the template and display in the same order. The file must be in CSV file format to be uploaded.

Both of the template files provided contain the following columns in the specified order:

Note: When updating users, leaving a cell empty indicates that there is no change to this field. Entering a 0 (zero) indicates that this field should be removed from the user record or made inactive.

Table 1. Bulk User Management Template

Order	Column Type	Number of Columns	Column(s) Name	Valid Values	Required Column
1	Email	1	Email	Email	Yes
2	Email	1	New email	Email	No
3	Agent ID	1	Agent Id	String	No
4	First name	1	First name	String	Yes
5	Last name	1	Last name	String	Yes
6	Alias	1	Alias	String	No
7	Status	1	Status	Active Inactive Empty	No
8	Location	1	Location	A string that is a location name Empty (no change) Null (remove current location)	No
9	Chat concurrency	1	Chat concurrency	1 to X (where X is configured value) Empty	No
10	Chat concurrency status	1	Chat concurrency status	0 1 Empty	No
11	Roles	Multiple	Role: Role Name A Role: Role Name B Role: Role Name C etc.	0 1 Empty	No
12	Team	Multiple	Team: Team Name A Team: Team Name B Team: Team Name C etc.	0 1 Empty	No

For the Roles and Team fields, you must include additional columns to assign the user to multiple roles or teams. Each role or team needs to be entered as a separate column in the CSV file with the format shown in the table above (for example, Role: Role Name A, Role: Role Name B). These values must also correspond to roles and teams that already exist in the CCAI Platform Portal.

Bulk user management roles and permissions

On the Roles & Permissions page, Admins can grant Edit permissions to a role for each field in the user record. There is a specific permission available for each field in the user record and only fields to which the assigned role has access will be included in the CSV file.

A role must be assigned either Create Users or Edit User permissions before the individual field permissions can be set. If the Create Users permission is set, then the assigned role can add new users but not edit existing users. If the Edit User permission is granted, the assigned role can edit existing user records, but cannot create new users. If both permissions are assigned, the role can create new users and edit existing ones.

Note: For both the Create Users and Edit User permissions, only the individual fields to which the role has access can be used.

Based on these permissions, the assigned role will only be able to make changes to the columns in the CSV file if they have Edit User permissions and are assigned Edit permissions for the corresponding field in the record. If the assigned role does not have the Edit permissions for a field, the column will not be included when downloading the CSV file or template.

Each of the following columns has individual permissions that can be set to allow edit access:

• Email

• Agent ID

• First name and Last name

• Status

• Location

• Chat concurrency and Chat concurrency status

• Roles

• Teams

If the user's assigned role does not include Edit permissions, then the user cannot make changes to that field. If the user tries to make changes to a field to which they do not have Edit permissions, an error will occur during validation and that record will not be uploaded.

Bulk user management: Upload new or updated users

To upload multiple new users simultaneously, you can either download the sample template provided in the Import Bulk Users section or upload your own CSV file using the columns described above.

If you want to edit existing users, download the Complete List of Users CSV file, make any necessary changes, and then upload the CSV file again.

Note: There is no limit on the number of users you can include in the CSV file.

1. From the CCAI Platform portal, go to Settings > Users & Teams.

2. On the Users & Teams Settings page, click the Bulk User Management tab.

   

3. Click the Upload Users button in the upper right.

   

4. On the Import Users page, use the buttons in the Step 1: Download Template section to download a file to use for adding or modifying users.

   

5. To add new users, click the Template button to download a sample CSV file that you can populate with the information for the users being added.

6. To modify existing users, click the Complete List of Users to download the information for all current users as a CSV file. You can then make any necessary changes to modify existing users in this file.

   Note: When modifying an existing user, if the First Name, Last Name, or Email values are unchanged, leave the current entry in the field. These fields are required and leaving these fields blank will result in an error during validation.

7. Once the CSV file has been updated, proceed to the Step 3: Upload CSV section and either drag-and-drop the updated CSV file into the space provided or click the Browse Your Files button to manually select the file to upload.

   

8. Click the Process button in Step 4. The CCAI Platform Portal will validate the CSV file and return to the Bulk User Management page.

9. If the file is successfully validated, the users will be added or modified as requested and email notifications will be sent to any users with the Manage User Lists permissions indicating the changes that were made.

10. If any fields in the file are not successfully validated, an error message is displayed indicating the number of errors and how many records were updated successfully. Click the Download Error Log button to view a list of errors or click Retry to attempt to validate the file again.

Note: Even if your file contains errors, any records that pass validation will be uploaded.

See Resolve errors for more information on potential sources of errors and how to resubmit your updated CSV file.

Resolve errors

If your file upload contains errors, a message is displayed indicating how many records contained errors and how many records were uploaded successfully. Click the Download Error Log button to download a file showing which records contained errors and the specific fields in which the errors are located.

The Error Log will list the reason for the error and indicate which row and column in which the error occurred. The Error Log will also contain any warnings, such as your assigned role not having the necessary permissions to edit a specific column.

Table 2. Sample Error Log Results

Error	Column	Row
Role Name A must exist in the CCAI Platform Platform	9
Team Name A must exist in the CCAI Platform Platform	19
The email must be unique	1	25
First name must not be empty	3	190
Last name must not be empty	4	195
Status must be "Active", "Inactive", or empty	5	89
Location must match the existing location in the CCAI Platform Platform or be Null	6	20
Chat concurrency must be within 1 to X range	7	78
Role Name A must be 0, 1, or empty	9	22
Team Name A must be 0, 1, or empty	19	165

Make any necessary changes to your CSV file to resolve the errors from the log. Once the errors have been resolved, upload the CSV file again for validation using the same method described in the previous section.

If there are no errors, the file will process successfully. If errors still remain in your file, download the new Error Log and repeat this process.

Agent aliases

Contact Center AI Platform lets an agent substitute an alias for their real name when communicating with end-users. Administrators can configure agent aliases manually or with a bulk upload. An agent can configure their own alias if they have permissions. Administrators can also add an agent alias attribute to a chat shortcut. For more information, see Chat shortcuts.

Agent aliases are displayed to end-users only with the mobile and web SDKs. Agent aliases are not used in reporting.

Add an agent alias to a user

To add an agent alias to a user, follow these steps:

1. Click Menu, and then click Settings > Users and teams.

2. In the All users pane, in the row for the user that you want to add an agent alias to, click More, and then click Edit user. The Edit a user dialog appears.

3. In the Alias (Optional) field, enter the agent alias, and then click Update.

Note: You can also create an agent alias when creating a user. For more information, see Add users.

Do a bulk import of agent aliases

To do a bulk import of agent aliases, follow these steps:

1. Click Menu, and then click Settings > Users and teams.

2. Click Bulk user management, and then click Upload users. The Import users pane appears.

3. Click Template. The bulk_user_manage_template.csv template downloads to your computer.

4. Open bulk_user_manage_template.csv.

5. In the Alias column of the template, enter an agent alias for each user that requires one.

6. Save and close bulk_user_manage_template.csv.

7. In the Import users pane, browse for bulk_user_manage_template.csv on your computer or drag the file into the pane.

8. Click Process.

For more information, see Bulk user management templates

Let agents create their own aliases

You can grant agents permissions to create their own aliases.

To grant an agent permissions to create their own alias, follow these steps:

1. Click Menu, and then click Settings > Users and teams.

2. Click Roles and permissions.

3. In the Agent row, click visibility Visibility. The Edit role dialog appears.

4. In the User profile row, click Expand.

5. Select the Agent alias checkbox, and then click Update.

Bulk user management API

Bulk User Management API allows you to use the contents of a json file to create or modify several users in one operation.

There is no limit to the number of records that can be uploaded, but it is recommended that requests are performed in smaller batches.

This process can also be performed in the CCAI Platform Portal by following the instructions in the Bulk User Management.

Roles and permissions

• Use the Apps API by creating an api_user.

• The api_user does not have roles and permissions, so all api_users can perform bulk_user management.

• You cannot set granular permissions when utilizing api_user, so the api_user will have access to all user fields.

Add an API credential

1. Go to Settings > Developer Settings > API Credential management.

2. Click the + Add API Credential button. An Add API Credential message will open.

3. Enter the desired Name.

4. Click Create.

Bulk User Management API is a 2 step process

1. Upload a json file

2. Request processing

Upload the json file

Usage	Upload the json file
URL	apps/api/v1/bulk/users/upload
Method	POST / PUT
Request	content-type: multipart/form-data { "id" : {job_id} #optional. Required in case of PUT method. "file": {json file} }
Response	Header: Link: http://ujet.co/apps/api/v1/bulk/users_jobs/12345 Body { "id": 12345, # job_id "status": "created" "link": "http://ujet.co/apps/api/v1/bulk/users_jobs/12345" }

Retrieve json template (if necessary)

Usage	Template
URL	apps/api/v1/bulk/users/template
Method	GET
Request	(Empty)
Response	1[ 2 { 3 "email":"[e-mail]", 4 "new_email":[e-mail]", 5 "agent_number":"A-001", 6 "first_name":"John", 7 "last_name":"aa", 8 "status":"Active", 9 "location":"Mexico", 10 "max_chat_limit":2, 11 "max_chat_limit_enabled":0, 12 "roles": [ 13 {"name":"Admin","value": 0 }, 14 {"name":"Manager","value": 1 }, 15 {"name":"Agent","value": 0 }, 16 {"name":Developer","value": 1 } 17 ] 18 }, 19 ... 20]

Request processing of the current json file

Usage	Request processing of current json file
URL	/v1/bulk/users/proceed
Method	POST
Request	1 { 2 "id": 12345 # job_id 3 }
Response	Header: 1 Link: http://ujet.co/apps/api/v1/bulk/users_jobs/12345 Body 1{2 "id": 12345 # job_id3 "status": "valid_scheme",4 "link": "http://ujet.co/apps/api/v1/bulk/users_jobs/12345"5}

Get a status check

Usage	Get a status check
URL	apps/api/v1/bulk/users/jobs/#{job_id}
Method	GET
Request	Path variable - job_id
Response	{ "id": 12345, "created_at": "2022-01-07T06:40:34.000Z", "process_requested_at": "2022-01-07T06:45:34.000Z", "filename": "100row.json", "total_rows": 100, "affected_rows": 52, "failed_rows": 0, "status": "in_progress", "uploaded_user_name": null, "proceed_user_name": null, "uploaded_api_user_name": "api_user_name_1", "proceed_api_user_name": "api_user_name_2", "scheme_errors": [] "update_errors": [] }

Retrieve updated job list

Usage	Get update job list
URL	apps/api/v1/bulk/users/jobs
Method	GET
Request	{ "page": 1, "per_page": 20 }
Response	Header Link: <next link> Total: 12345 Per-Page: 201 Body [ { "id": 12345, "created_at": "2022-01-07T06:21:10.000Z", "process_requested_at": "2022-01-07T06:22:25.000Z", "filename": "100row.json", "total_rows": 100, "affected_rows": 52, "failed_rows": 0, "status": "in_progress", "uploaded_user_name": null, "proceed_user_name": null, "uploaded_api_user_name": "api_user_name_1", "proceed_api_user_name": "api_user_name_2", "scheme_errors": [], "update_errors": [] }, ... ]
Note	The output is sorted in reverse order of job_id so that the most recent data comes first.

Retrieve scheme error logs

Usage	Get scheme error logs
URL	/v1/bulk/users/errors/scheme/#{job_id}
Method	GET
Request	Path variable - job_id
Response	content-type: application/json [ { "message": "Must be a valid email", "column": 1, "row": null }, { "message": "Non-empty string", "column": 10, "row": 10 } ]

Retrieve errors

Usage	Get update error logs
URL	/v1/bulk/users/errors/update/#{job_id}
Method	GET
Request	Path variable - job_id
Response	content-type: application/json 1[2 {3 "message": "Must be a valid email",4 "column": 1,5 "row": null,6 "error_type": "warning"7 },8 {9 "message": "Non-empty string",10 "column": 10,11 "row": 10,12 "error_type": "error"13 } 14]