Manage Agents

A new CXone Supervisor app with expanded features is now available. To see it in the CXone web portal, click CXone Supervisor in the left app selector menu.

Supervise Agent Interactions

When you hover over an agent on an active interaction, buttons appear on the right side of the row. You can only see buttons for functions you have permission to use. You can click the corresponding button to:

Button Action
Record Record the call. You do not have to connect your agent legClosed The period of time during which the CXone ACD stays connected to an agent. Controlled by the Phone # Timeout setting in Business Units > Details. to use the record function. Recording begins from the point at which you click the button. Click the button again to stop recording.
Voice and Screen Monitor

Monitor a call or digital interaction without the agent or the customer being aware of your presence. Your agent leg must be connected for you to use this function. Options are Voice Monitor, Screen Monitor, and Voice & Screen Monitor. You must have a CXone Recording Advanced license and the agent must have ScreenAgent installed. Verify that your port, domain, and IP addresses are set up according to the Port, Domain, Voice, and IP Address Requirements. Click the button again to stop monitoring.

You can only monitor an agent's screen if their state is "in a call". Because of this, internal calls such as a conference between agents or a warm/cold transfer cannot be monitored.

Coach Enter the call and coach the agent without the contact hearing you. Your agent leg must be connected for you to use this function. Click the button again to stop coaching.
Barge Enter the call and speak to everyone on the call. This might be necessary if you need to help an agent in distress or immediately correct an agent's misstatement. Your agent leg must be connected for you to use this function. Click the button again to leave the call.
Take over Take over an agent's active call, This removes the agent from the call and opens MAX to give you full control of the conversation. You can transfer, conference, or perform any other action the agent could. When you take over a call, Supervisor becomes disabled until you complete the call and log out of MAX. To continue using Supervisor after this, you must reconnect your agent leg.
Force Logout Force the agent to log out of the agent application. If the agent is handling an active call, clicking Force Logout disconnects the call and notifies the agent. You do not have to connect your agent legClosed The period of time during which the CXone ACD stays connected to an agent. Controlled by the Phone # Timeout setting in Business Units > Details. to use the Force Logout function.

Modify Skill Assignments and Proficiencies

Required security permissionsSkills Edit

You can review the amount of time an agent spends handling interactions from different skills. If you see an agent is using time inefficiently, you can make adjustments to the agent’s skillClosed Used to automate delivery of interactions based on agent skills, abilities, and knowledge assignments and proficiencies. You can only change agent skills for which you have permission.

  1. From the Agents list view, click the name of the agent you want to modify.

  2. Click the Skills tab.

  3. Perform one or more of the following modifications:

    1. Under Assigned Skills, click any skills you want to remove from the agent and then click Remove Skills.
    2. Under Unassigned Skills, click any skills you want to add to the agent and then click Add Skills
  4. If you want to change the skill proficiency settings for the agent:

    1. Click the proficiency number for the skill you want to change.
    2. In the proficiency pop-up, use the slider to determine the agent's proficiency, ranging from 1 (high) to 20 (low).
    3. Click outside the pop-up to save the new setting and then close the pop-up.