Your Agent View in Squaretalk

Your Agent View in Squaretalk


Your Agent View in Squaretalk

Your Agent View is where your workday happens.
From here, you manage your availability, handle calls and chats, and keep track of everything you’ve worked on without switching tools.

This guide shows you how to:

  1. Change your agent status

  2. Access the Webphone/Softphone/IP Phone
  3. Monitor your performance under Call Activity

How do I change my agent status?

Your status controls whether you receive calls and chats. You can change it instantly from the Top Menu bar, which is visible on every dashboard page.

Steps
  1. Locate the Status button in the top right corner
     (it usually shows something like Available or Offline).
  2. Click the button to open the dropdown menu.

  3. Select your new status
     (for example: Available, Break, Lunch, or Meeting).

✅ That’s it.
 Your new status takes effect immediately.


How do I access the Webphone/Softphone/IP Phone?

The phone icon in the top menu gives you access to calling, whether you’re using a Web or SIP extension.

Hover over the phone icon to see your extension number and connection status.

What happens when you click it:
  • Web extension → Opens the Webphone directly inside Squaretalk

  • SIP extension → Opens your default softphone. If you have multiple softphones installed, you’ll be prompted to choose one.

📌 To learn more details, check our article on How to Use the Webphone Efficiently.


How can I see more details related to my performance & team?

  1. You can see agents who belong to the same group as you, along with their current status under the Agents Tab.

  2. Check your calls and chats activity(source, destination, duration, timestamps, chat statuses, and call recordings) under Calls and Chats Tabs.

  3. Your Timeline and Statuses Tabs show how your shift unfolds over time.



Quick check if something isn’t working

Before reaching out for help, check these:

  • Is my status set to Available?
  • Is the dialer open and connected?
  • Am I logged in with the correct extension?





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