RingCentral University Contact Center Admin Resources User Guide

June 4, 2024
RingCentral University

RingCentral University Contact Center Admin Resources

RingCentral-University-Contact-Center-Admin-Resources

Instructions

Use this document as a quick reference as support while using RingCentral Contact Center

Resources
  • CXone Help Center: Unified search for guides and helpful information specific to Contact Center.
  • RingCentral Support: Easy-to-use RingCentral platform for help and additional information.
  • Training Dashboard: Starting point for all your training needs, including links to targeted video tutorials, quick guides, online training, and our live and recorded webinars.
  • RingCentral University: Online courses with demos, exams, and more.
  • RingCentral Webinars: Live and recorded webinars hosted by a RingCentral Pro.
  • Report Selector: Online resource to find the right report to use based on needed metrics.
  • Data Dictionary: Provides details about every data attribute and metric available in custom reporting.

Tips & Tricks

  • Access guidance on specific features by using the contextual help within Contact Center.

  • Create new employees at the time they need to start using the system to avoid premature charges.

  • Points of Contact lists the numbers to use to perform test calls.

  • Alternate between dashboards by favoriting them and setting the timer within the projection view.

  • Deactivate unneeded users before creating new users to better maintain the maximum monthly licenses.

  • Duplicate a predefined role as a guide and starting point when creating a custom role.

    • Consider amending the name to include the name from the predefined role.
      Recommend setting proficiency values from ACD Skills versus ACD Users.

    • Proficiency – Determines which agents answer which contacts first.

    • Priority – Determines which Skills get handled first.

  • Create a document to share with others, that may not have access, by downloading the Existing Station template, which displays all user Station IDs.

  • Use the Manage Multiple Users template to update multiple ACD User’s settings.

  • Reference this article to quickly determine if your environment is Central or User Hub.

  • Reference this Pulse article to learn how to get notifications anytime, anywhere.

Continue Your Learning
Continue your learning by completing these free courses on RingCentral University.

  • Supervisor (Contact Center Basics)
  • Reports (Contact Center Basics)
  • Quality Management for Admins (Contact Center Advanced)

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