Create a new agent group
  • 24 May 2021
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Create a new agent group

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Article Summary

The agent group feature allows you to create templates that standardize the settings and fields of multiple agents. Create an agent group from scratch, implement the template with an agent and standarize the publishing, notifications, and scheduling.

Create a new agent group

Define the agent group before you build your agents to make building easier.

In the Web Console:

  1. Select the Agents tab.
  2. Select Add Agent groups
  3. Enter a name and a description for the agent group, then select CREATE.

Create an Agent group

  1. Select Agents > Agent groups.
  2. Select FIELDS .
  3. Select New field to add a field to be applied to all agents.
  4. Select SAVE.

Create field name

Create an agent within your agent group

In the Agent Builder:

  1. Select Use template.
  2. Select the agent group you created from the list.
  3. Select USE TEMPLATE.
    Create a template
  4. Select Start a new Agent from this page your template fields will display in the Template Fields window (if it's not visible add it with File > Windows).
  5. As you capture the fields predefined in your template, the fields will be marked as included.

Configure your agent group settings

In the Web Console:

  1. Select Agents.
  2. Select an agent group from the drop-down.
  3. Select Skærmbillede 2021-02-26 kl. 12.30.08.png
  4. Select Settings.
  5. Customize the settings for your agent group.
  • You can specify settings for publishing, notifications, or scheduling. Once configured, these settings will apply to all agents added to the agent group.

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