CXone Agent for Microsoft Teams

This overview is for agents. If you're an administrator, learn about administration tasks in CXone Agent for Microsoft Teams.

CXone Agent for Microsoft Teams is an agent application for Microsoft Teams that allows you to interact with contacts through:

You can handle multiple interactions at the same time. Depending on how your organization uses CXone Agent for Microsoft Teams, you can use a physical phone or Integrated Softphone for voice interactions. Integrated Softphone allows you to use your browser's voice capabilities to handle calls.

If you're a new user, learn how to install and sign in to CXone Agent for Microsoft Teams.

The CXone Agent for Microsoft Teams Interface

A left menu with icons for navigation, active interactions in the middle, and the app space on the right.

CXone Agent for Microsoft Teams includes the:

  • Left menu: Displays navigation icons, such as Queue icon, stacked items in a container., Directory icon, a notebook with a picture of a person on it., and Settings icon, a gear..
  • Top menu: Displays icons for Help Icon of a question mark in a circle., Notifications icon: a bell., and Agent Leg Icon of a chain link.. Also displays your current stateClosed The availability status of an agent.
  • Interactions menu: Lists each active interaction assigned to you.
  • Voice control panel: Displays voice control icons such as Mute icon: a microphone., Hold icon: two vertical lines forming a pause symbol., and Record icon: a circle inside a ring.. Appears only while you're handling a call.
  • Interaction space: Displays the contact's messages and your replies. Appears only when you open a chat, email, SMS, social, or WhatsApp interaction.
  • App space: Displays icons to help you handle interactions, including Customer Card icon: a person next to a document. and Quick Responses icon: a lightning bolt.. Also displays some of the same icons from the left menu.

When you have a contact's message open, you can click the bar between the interaction space and the app space to change the size of each.

Left Menu

A menu with icons for Contact History, Search, Queue, Directory, Schedule, WEM, Settings, and More.

This table lists the clickable icons in the left menu in CXone Agent for Microsoft Teams and details about the space each icon opens. If you don't see one of these icons in your left menu, click More icon, three horizontal lines. to open a menu with all of the available icons.

Icon Details

Contact History
icon, a clock with an arrow pointing backwards.

Shows this information for your past interactions:

It only shows interactions you've accepted, not interactions you refused. It also only shows interactions marked as Closed or Resolved. Note that calls marked as Disconnected in MAX are marked as Closed in CXone Agent for Microsoft Teams.
Search
icon: a magnifying glass.

Enables you to search for interactions, messages, contacts, and threads.
Queue
icon, stacked items in a container.

Displays the contacts waiting for you to answer. It also displays any work items in queue. Click a channel in the table to see more details.
Directory
icon, a notebook with a picture of a person on it.		 Contains contact information for contacts and other agents in your contact center. You can search for names, skills, and teams. Click an entry to see the available channelsClosed A way for contacts to interact with agents or bots. A channel can be voice, email, chat, social media, and so on. for that contact, such as voice and SMS. Select a channel to start an outbound interaction.
Schedule
icon, a calendar.

Displays your daily schedule, including any upcoming commitments.

IEX WFM Integrated schedule items appear here in dark blue. You cannot edit these inside CXone Agent for Microsoft Teams.
WEM
icon, a checklist. 		Opens your WEM agent space, where you can manage your schedule, request coaching sessions, request time off, and trade shifts.
Settings
icon, a gear.		 Launches your configurable settings. If the warning icon of an exclamation point inside a red triangle. appears, you have a connectivity issue. View your network status information for details.
Custom Workspace
Icon: a computer monitor.

Displays websites that your administrator has configured. You can pop custom workspaces out to a new tab by clicking Open in New Tab Icon: a box with an arrow pointing to the top right.. You can pop them back into CXone Agent for Microsoft Teams by clicking Return to Agent View Icon: a box with an arrow pointing to the bottom left..

More
icon, three horizontal lines.

Displays additional options, such as:

  • Reporting: Displays reports that help you evaluate your performance.
  • Screen Pops: Displays links to other websites or apps that can help you handle interactions. You can click Pop Out icon, a box with an arrow pointing to the top right. to open the page in a new tab. To pop the page back in to the app space, click Pop In icon, a box with an arrow pointing to the bottom left..

You can change which apps appear in the left menu and the order they appear in by opening More icon, three horizontal lines.. Then click Reordericon, eight dots in a two by four grid. next to an app and drag.

Top Menu

The top menu, showing icons for Help, Notifications, Agent Leg, and the Status bar.

This table lists the clickable icons in the top menu in CXone Agent for Microsoft Teams.

Icon Details

Help
Icon of a question mark in a circle.

 Opens this Online Help page.
Notifications
icon: a bell.		 Displays notifications, such as changes to your schedule.

Agent Leg
Icon of a chain link.

Displays the status of your agent leg. When your agent leg is disconnected, you can click Agent Leg Disconnected Icon of a broken chain link. to connect it. When your agent leg is connected, you can click Agent Leg Connected Icon of a chain link. to disconnect it.

Status BarA box with your initials, your agent state, and a timer for how long you've been in that state.

Displays your current stateClosed The availability status of an agent and how long you've been in that state. Hover over the Status Bar to change your state or log out.

You can click Favorite icon, a star. next to a state to have it appear at the top of the list. However, CXone Agent for Microsoft Teams does not remember your favorites when you log out.

Interactions Menu

Lists the interactions assigned to you. Icons for New Outbound and Collapse are at the top.

These icons appear when you have an active interaction for that channel type.

  • the Apple Messages for Business icon: a gray apple.: Apple Messages for Business message
  • Icon of a phone.: Call
  • Icon of a speech bubble.: Chat
  • Icon of an envelope.: Email
  • The Facebook logo, a letter "F" inside a circle.: Facebook post or message
  • the Google Business Messages icon: a letter G in rainbow colors.: Google Business Messages
  • The Instagram logo, a camera.: Instagram post or message
  • the LINE icon: the word Line in a green speech bubble.: LINE message
  • the LinkedIn icon: the letters I and N in a blue box.: LinkedIn post or message
  • the Microsoft Teams icon: icons of people with the letter T.: Microsoft Teams message
  • Icon of a smartphone.: SMS (text message)
  • The Twitter logo, a bird inside a square.: Twitter message or tweet
  • icon of a cassette tape.: Voicemail
  • the WeChat icon: two green speech bubbles with dots inside.: WeChat message
  • The WhatsApp logo, a phone inside a speech bubble.: WhatsApp message
  • Icon of a clipboard.: Work item

The interactions menu displays these icons at the top:

Icon Details

New Outbound
icon of a bottom bracket with an arrow pointing up.

 Initiate an outbound interaction.
Sort
Icon of three lines in a circle.

Sort the interactions in the interactions menu by:

  • Last Updated: The interactions with the most recent activity appear at the top. Click Sort by Descending Icon of three lines with an arrow pointing down. to view the interactions with the least recent activity at the top.

  • Created Date: The newest interactions appear at the top. Click Sort by Descending Icon of three lines with an arrow pointing down. to view the oldest interactions at the top.

Collapse
Icon: lines with an arrow pointing to the left.

Minimize the interactions menu.
Expand
Icon: lines with an arrow pointing to the right.		 Maximize the interactions menu.

If your CXone Agent for Microsoft Teams administrator has enabled them, response timers may display in the interactions menu for:

  • Chats

  • Emails

  • SMS

  • Social messages

  • Social platform interactions

  • WhatsApp messages

There are two types of response timers:

  • Agent Timer: Indicates how long the contact has been waiting on you to respond. When fifty percent of your allotted time is left, the alert icon of an exclamation point inside a yellow triangle. appears in yellow. When the timer reaches 0:00, the alert icon of an exclamation point inside a red triangle. appears in red.

    Below the contact's name and the skill, the box says Agent Timer, with the timer next to it.

  • Customer Timer: Indicates how long you've been waiting for the contact to respond.

    Below the contact's name and the skill, the box says Customer Timer, with the timer next to it.

    When fifty percent of the contact's allotted time is left, the alert icon of an exclamation point inside a yellow triangle. appears in yellow. You can give the contact more time to respond by clicking +Time, if your administrator has enabled this for you. When the timer runs out, the interaction is removed from your inbox. If the contact responds after this, the interaction is re-assigned to an agent.

    The yellow alert icon appears, and the text Customer Timer turns yellow.

Voice Control Panel

The voice control panel. Shows contact information above and voice controls below.

This table lists the clickable icons in the voice control panel in CXone Agent for Microsoft Teams and details about the function of each one.

Icon Details
Hold
icon: two vertical lines forming a pause symbol.		 Place the contact on hold.
Resume
Icon of a triangle.		 Take the contact off hold.
Mute
icon: a microphone.
 Mute your microphone so that the contact cannot hear you.
Unmute
icon: a microphone crossed out.		 Unmute your microphone so that the contact can hear you.

Mask
icon: sound waves crossed out.

Play white noise over the call recording. This is useful for hiding sensitive information.

You cannot end a call while masking.
Record
icon: a circle inside a ring.		 Record the call. This icon turns red while you're recording. When finished, the recording appears in the Interactions app in CXone.
Consult / Transfer
Icon of a person with a plus sign.
 Conference with up to eight parties or transfer the contact to another agent, skillClosed Used to automate delivery of interactions based on agent skills, abilities, and knowledge, or team.
Keypad
icon: nine squares.		 Open the keypad. This is useful if you need to press a number while making an outbound call.
Launch
icon: a box with an arrow pointing up.

View a list of available indicatorsClosed Custom menu items configured by an administrator for the call, if your administrator has enabled them.

If you're an administrator, see this page for details about how to configure indicators.
Hang Up
icon: a phone facing down.
 End the call.
Outcome
icon: a check mark inside a circle.		 Assign a dispositionClosed Result assigned by the agent or system at the end of a voice (disposition) or digital (status) interaction. to the call.

Interaction Space

The Interaction Space displays the channel at the top, then the contact's messages, your replies, a text box, and the Send button.

When you select a chat, email, SMS, social, or WhatsApp interaction from the interactions menu, it appears in the interaction space. Here, you can read the contact's message, draft a reply, and send it. You can expand the size of the response field where you enter your message draft. You can also:

  • Click View Details at the top to quickly see information about the contact, such as their name and email address.

  • Click Options icon of three dots stacked vertically. at the top to view additional options, such as Translate Messages and Send Transcript.

  • Click Outcomes at the bottom to indicate the result of the interaction.

App Space

The App Space, showing icons for Customer Card, Quick Responses, and so on.

The app space displays some of the same icons shown in the left menu. When you have an interaction open, it will also display icons to help you handle that interaction. These may include:

Icon Details
Customer Card
icon: a person next to a document. 		Displays contact information, such as phone number and email. Also includes contact history, notes, and the available channels for the contact. Your administrator must enable Customer Card for you.
Multiparty
icon of three people.		 Displays the contacts or other agents on the call. Appears only when you're in a consult or conferencing calls. Enables you to add or remove parties, Mute icon: a microphone., Mask icon: sound waves crossed out., Record icon: a circle inside a ring., and leave the conference.
Copilot
icon of an atom.		 Launches Enlighten Copilot for Agents.

Quick Responses
icon: a lightning bolt.

Displays message templates you can select, customize, and send to contacts.
Screen Pops
icon, a pencil and an eraser.		 Displays links to other websites or apps that can help you handle interactions. You can click Pop Out icon, a box with an arrow pointing to the top right. to open the page in a new tab. To pop the page back in to the app space, click Pop In icon, a box with an arrow pointing to the bottom left..

To change the app that opens first in the app space, you can:

  • Pin the app: Open More icon, three horizontal dots., then click Pin icon of a push pin with a black middle. next to an app.

  • Reorder the apps: Open More icon, three horizontal dots.. The apps in the app space are listed in gray at the top of the menu. Click Reorder icon, eight dots in a two by four grid. next to an app and drag. The app at the top of the list appears first.

The top of the Menu displays apps in gray font. This example lists Customer Card, Quick Responses, and Screen Pops.