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Agent Guides

An agent in a call center is a staff member or student assistant who answers and manages incoming calls on behalf of a department or call center. Agents serve as the first point of contact for callers, helping to provide information, resolve issues, or connect the caller to the right person or resource.

Basics for Agents

Below are the basics to get started in a call center.  They are available whether using the Teams or Queues app.

Other features and methods are available at Manage your support call queue.

Access the Call Center Team
  1. Open Teams.
  2. Click the Teams tab (the little people icon on the left).
  3. In the Teams pane, select the desired Call Center.
Team created for call center
Example Call Center Team Site
See incoming call notification

Incoming calls appear as notifications within Teams, showing caller information andWindow when receiving call from queue queue name.

  1. When you receive a call, a notification will appear.
  2. Click Accept to answer or Decline to send to voicemail.

You can also choose to answer with video if the caller is using Teams.

Hold or transfer a call

During a call, on-screen controls appear.  Use the controls put the call on hold or transfer to another person. If the other user is using Teams, you can also enable video or share your screen.

Toolbar during a call

Create conference call

During a call, on-screen controls appear.  You can add others to the call and create a conference call.

  1. Click the People button.People button in call toolbar
  2. Type in a number or enter a name to search the directory.

    Window highlighting area to add a number or search for a person

  3. Click Enter or click the number in the list to call the number

Teams vs. Queues App

Agents will engage with Call Centers in two distinct ways, offering flexibility tailored to different user roles and needs. Most staff will utilize the advanced Queues App, while others will participate directly via the standard Teams client.

Teams Only

For general users and students. Participate in call queues directly within the standard Microsoft Teams client, managing calls through the familiar interface without requiring additional applications or premium licenses.

Set availability

Set your availability, take a break, or manage your queue participation

  1. Access the Call Center in the Teams tab.
  2. Click Calls under Main Channels
  3. Click Calls in the top toolbar
  4. Click the Agents icon on the right
  5. Flip the toggle switch:
    • On = you’re signed in and will receive calls from that queue.
    • Off = you’re signed out and won’t get calls.
Student Agent Opt in
Agent is on and will receive calls.
Answer call in queue

 

Queues App (Premium)

Designed for dedicated call center agents and supervisors with Teams Premium. Offers advanced call management, detailed real-time metrics, and enhanced reporting capabilities for optimized performance and supervisor oversight.

Set availability in Queues app

Set your availability, take a break, or manage your queue participation

  1. Click the Queues app on the left.
  2. See your status in the Quick access area.

Opted in view for Agent

To change status:

  1. Move your mouse over the status, e.g. Opted-in. The text changes to a button.
  2. Click the button.

Opt out button for agent