Downloading an agent configuration template

Last Updated : Sep 18, 2026 |
Prolog information
Metadata
Keywords:
Download a configuration template to import agents to the contact center. After downloading a template, you need to fill it in with your configuration details.
  1. On the Configuration Server web portal, go to AdministrationContact CenterAgents.
  2. At the top-right corner of the screen, click the More icon and select Download Template.
    STEP RESULT:
    The Configuration Server downloads the agent configuration template in the .xlsx format. The template contains agent configuration sections on sheet 1 and the guidelines for updating them on sheet 2.
Next steps
Fill in the downloaded template with your agent configuration details following the guidelines on sheet 2.