βš’οΈManaging Workstations

Configuring workstations

Admin Tools -> Directory

Managing workstations requires the Directory Admin role.

A workstation is the physical location where an agent serves a customer. In "face-to-face" service scenarios, setting up workstations enables Cubu to direct customers to the right location when an agent calls them.

Agents select their current workstation when using the Agent Console. For details, see: Workstations

Creating a Workstation

  • Go to Admin Tools / Directory.

  • Select a unit from the organization tree.

  • Click on Workstations to show the workstation list.

  • Click New Workstation to open the New Workstation dialog.

  • Enter the workstation's name. Note that the name must be unique within the parent unit.

  • Click Create.

Workstation Settings

  • Name: Workstation name

  • Description: Free-text description.

  • Name for Voice Announcements: When calling a customer using a public announcements system, the workstation name to announce. Cubu supports voice announcements through the Digital Signage module. For more information, see: Digital Signage

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