User Guide

68 Cisco Unified Web and E-Mail Interaction Manager Agent’s Guide
Update customer details
3. Click the Save button.
Changing the Preferred Agent
The preferred agent setting can be used by workflow to assign subsequent activities from the customer to a
specific agent. This setting is valid for both standalone and mapped agents.
To change the preferred agent:
1. In the Information pane, go to the Customer section.
2. In the Customer section, in the Preferred agent field, click the Assistance button.
3. In the Preferred Agent window, from the list of agents, select the preferred agent of the customer and click
the OK button.
Select a preferred agent
4. Click the Save button.