Adding an Employee

Add an employee when you want Cognivox to recognise a member of staff and use their information during calls, enquiries, appointments or call transfers.

Add the employee

Open the Employees section and select the option to add a new employee.

Enter the employee's details as required, including their name and relevant contact information.

Where available, configure their:

• Job title
• Department
• Email address
• Telephone or mobile number
• Time zone
• Active status

Configure their capabilities

Depending on the employee's role, you can also configure whether they:

• Accept appointments
• Have a calendar connected
• Can receive transferred calls

Only enable capabilities that should be available to callers.

Check the time zone

Select the correct time zone for the employee.

This is particularly important for call transfers because the employee's Transfer Working Hours are interpreted using their selected time zone.

Save the employee

Review the information before saving.

Once configured, Cognivox can use the employee record when handling relevant customer enquiries.

You can return to the employee later to configure appointment settings, calendar connections, transfer working hours, holidays and absences.