Starting work

Last Updated : Dec 14, 2023 |

About this task

When you log in to Avaya Workspaces for CRM, you enter the state that an account administrator configured. The options are:

  • Ready

  • Not Ready

  • Connected

Avaya Workspaces for CRM starts sending you customer interactions when you are in the Ready state. If you are in the Not Ready or Connected state after you log in, you must manually enter the Ready state to start work.

Before you begin

  • Log in to your CRM and Avaya Workspaces for CRM. Ensure that you activate your profile.

  • Ensure that Avaya Workspaces for CRM does not place you in the Ready state automatically.

Procedure

On Avaya Workspaces for CRM, do one of the following depending on the configuration:
  • In the welcome area, click Go Ready.

  • At the top of the CRM widget, click the agent toolbar and click Go Ready.

Example

If your profile is enabled for chat interactions, Avaya Workspaces for CRM enables the chat channel, and you start to receive chat-based customer interactions. You can inform Avaya Workspaces for CRM that you are unavailable to accept interactions at any time by changing your state. For example, if you leave your desk or need time for other activities.