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Step

Action

1

Sign into MAX and set your status to available.

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titleMore Info
image-20231222-194455.png

2

Click accept to answer the call.

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titleMore Info

When an inbound call is routed to an agent, the call will display in the top of the toolbar, along with the skill associated with the call.

image-20231222-194753.png

The agent’s phone keys are displayed at the top of the agent console:

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3

Collect the customer’s information for the customer card.

Collecting the Customer’s Information for the Customer Card

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