The agent dashboard has a company directory feature that allows the agent to view all members in the company that are on the Zailab platform. The below image will show you where to find the icon to enter the company directory.
By clicking on this icon you will see the member's view as below.
From this view, you can search for a specific member by clicking on the magnifying glass icon as seen below.
At this point, you should see the following filtering options to define your search.
From here you can search by the member's name, email address, or role in the company. Once you have input your desired search criteria you can click on the search button (magnifying glass) on the right corner of the red block above. You should now see the results of your search. Above the right-hand side of your search results, you will also see the total number of members found. This is indicated below.
If there are more members than your screen allows to display, you can just click on “Show More” at the bottom of the screen as below.
The members are displayed in the form of a tile as below. Each tile offers the following information and functionality:
- The member's name is on the top.
- The member presence ie. whether they are offline, available, meeting, etc.
- The photo of the member if they uploaded one.
- The member's role in the company.
- The member's email address.
- The member's extension.
There is also a blue bar at the bottom of the tile with the word “Call” on it. This allows the agent to click on the Call button and call the member internally.
By clicking on the X in the search field you can reset your search criteria.