Accessing the Agent Phonebook Editor

Navigate to the Agent Phonebook section by selecting Configure > Agents > Agent Phonebook from the navigation panel.

The Agent Phonebook section offers the following tabs and buttons:

Tabs

  • General: Displays a list of the available contacts and contact books in the selected agent phonebook. See the General Tab section for additional information.
  • Entities: Displays a list of the entities associated with the selected agent phonebook. See the Entities Tab section for additional information.

Buttons

  • Create Agent Phonebook: Creates a new agent phonebook. See the Creating a New Agent Phonebook section for additional information.
  • Copy Agent Phonebook: Copies the selected agent phonebook. See the Copying an Agent Phonebook section for additional information.
  • Delete Agent Desktop: Deletes the selected agent phonebook. See the Deleting an Agent Phonebook section for additional information.
  • Save: Saves all updates to the selected agent phonebook.
  • Cancel: Cancels any updates made to the selected agent phonebook.