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Version: 4.x

Agent Settings

An agent is a ServiceNow user allowed to access b+s Connects for ServiceNow. With Agent Records, contact center specific configuration are assigned to existing ServiceNow users.

Agent configuration

General

tip

If the Cisco agent credentials are already known at the time of creating the agent in ServiceNow, provide them directly. To create multiple agent records, please read the Agent Producer documentation to help streamline the configuration effort. Every created Contact Center Agent will get the role "x_busag_cnx.CC Agent" automatically. In order to be able to remove this role when deleting an agent, the steps under Deleting Agents will need to be completed.

User

The ServiceNow user that will become a Contact Center Agent.

See Bulk Agents

Required: No

Default value: Empty

Finesse servers

The Finesse Server this agent should connect to.

See Finesse servers

Required: No

Default value: Empty

Service layout

The Service Layout this user should use.

See Service layout

Required: No

Default value: Empty

Auto Login

To make it easier to change contact center agent credentials or just the extension, a login mask is available on the b+s Connects for ServiceNow gadget.

There are two modes for the login process. These are with or without auto-login. To change this setting, go to the "My Agent Settings" form and check/uncheck the "Auto Login" checkbox.

info

By default, auto-login is enabled.

Auto-Login

Auto Login enabled

If the auto-login setting is enabled, b+s Connects for ServiceNow doesn't show a login mask when the gadget is opened for the first time. The agent is logged in automatically with the credentials and extension entered at "My Agent Settings".

When the agent logs out, the login mask is displayed prefilled. The agent can now change these values or click the login button directly.

Auto Login disabled

When working in hot desking environment it would make sense to have a login mask displayed when first logging in where the agent credentials and extension can be changed.

The first time the gadget is opened, the login mask is displayed:

Login mask

To log out, the agent clicks on the voice channel button and chooses Logout. This logs out the agent from all channels and the login mask is displayed again.

The values entered on the login mask will be saved to the session storage of the current browser tab. In case the tab is closed, this information will be lost and the credentials from My Agent Settings stored in ServiceNow are used when the agent reopens the page again.

caution

Keep in mind that after closing and reopening a page, containing multiple tabs or when impersonating the ServiceNow user, errors can occur if the login data in the session storage differs from the data configured in My Agent Settings. Especially if the Contact Center agent or device is already used by another agent.

Required: No

Default value: True

Username or Agent ID

The Cisco Finesse Username or Agent ID. (Login with Username requires Finesse 12.5 or newer)

Required: No

Default value: Empty

Password

The Cisco Finesse Agent password.

Required: No

Default value: Empty

Extension

The Cisco Finesse Agent extension.

Required: No

Default value: Empty

Advanced settings

Agent configuration

Color Theme

The color theme to use on the user interface. Valid values are light and dark.

To save eyes from fatigue, agents can choose between two different color schemes - Light and Dark.

When using light mode, the gadget will be displayed as follows:

Color Theme Light

When using dark mode, the gadget will be displayed as follows:

Color Theme Dark

Required: No

Default value: Light

Enable Automatic Screen Pop

If enabled, the found participants details will automatically be opened in ServiceNow.

info

When enabling automatic screen pop it is also enabled in UI16, which is not recommended, as data can get lost when a call comes in and the agent is working on something.

Required: No

Default value: False

Enable Desktop Notifications

If an agent is not working exclusively within ServiceNow, incoming calls may be missed. For example when the browser is minimized or another page is being viewed.

To avoid missing incoming calls or agent state changes made by the system / supervisor, desktop notifications can be enabled.

Depending on the Browser, incoming calls can be answered directly in the desktop notification by clicking the "Answer" button.

If this feature is used, but notifications are not allowed, the gadget will display an error message where the agent can choose to either disable Desktop Notifications in the configuration, open a new page to change the sites permissions or just ignore the error. If the agent chooses to open the new page to allow Desktop Notifications and then clicks the "Notify me" button, the browser will ask for permission to display Desktop Notifications for the current page and saves the decision.

Notification checker

Agents must agree to this request, otherwise no desktop notifications will be displayed.

For Google Chrome see: https://support.google.com/chrome/answer/3220216?co=GENIE.Platform%3DDesktop&hl=en

For Firefox see: https://support.mozilla.org/en-US/kb/push-notifications-firefox

For Microsoft Edge see: https://blogs.windows.com/msedgedev/2016/05/16/web-notifications-microsoft-edge/

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The display of desktop notifications is operating system and browser specific.

Firefox no longer allows the gadget to display desktop notifications (restriction for cross-origin iFrames introduced in version 107).

Required: No

Default value: False

Mobile Agent Selected

This checkbox defines the default value for the "Sign in as a Mobile Agent" checkbox on the login mask of the gadget. If not selected, agents are still able to login as a mobile agent.

Login mask with mobile agent checked

Required: No

Default value: False

Mobile Agent Mode

Supported connection modes are Call-by-Call or Nailed. The value chosen here will be used as the default value on the login mask of the gadget.

Mobile agent settings

Required: No

Default value: Call by Call

Mobile Agent Remote Number

The value entered in this field will be used as the default value for the Dial Number field on the login mask of the gadget.

Required: No

Default value: Empty