Creating a Profile

To create a profile:

1. On the Configure tab, click Voice > Profiles.
   The Profiles window appears.
2. Click Add Profile.
   The Profile Name window appears.
   

3. Enter a name to identify the profile, and then click OK.
   The Name field in the Profiles window displays the name that you entered.

4. If required, in the Description field, enter a description for the profile.
   
   

5. Click Save Profile.
   The profile is created.

• The profile appears as an option in the Dialing Profile field on the Settings tab of the Client and Services windows.

• The profile assigned to a service takes precedence over that of the profile assigned to a client.
• If the services associated with a client do not have a designation, they are automatically assigned the profile that is assigned to the client.

Any new profiles that you create and apply inherit only the default customer contact window, which is 08:00–21:00 local time. State exclusions for Nevada and Pennsylvania are not included—you must add them if required.

After you create a profile, you must create and add policies to the profile.