Specifications

Overview Starting Agent Toolbar
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ShoreTel Enterprise Contact Center ShoreTel Enterprise Contact Center 8 Using Agent Toolbar 8
Agent Toolbar also provides a library of services enabling integration with your company’s existing
services and database using the Windows DDE/ActiveX interface. Information can be shared between
systems during ACD call handling.
Refer to the following section for more information about Agent Toolbar:
Starting Agent Toolbar................................................................................................. 8
Starting Agent Toolbar
There are two methods for starting Agent Toolbar depending on your environment. If you are using the
Hotdesk or Citrix environment, you may want Agent Toolbar to dynamically associate with any
available number. This is done through a different logon process, for details refer to Logging on in the
Hotdesk or Citrix Environments section on page 9.
You also can start Agent applications, such as Agent Toolbar, by right clicking the login console
icon in your Windows task bar and selecting the agent application you want to open.
Standard Logon
1. From the Windows desktop, click Start > Programs > ShoreTel > ShoreWare Contact Center
Agent > ShoreWare Agent Toolbar.
If the Agent Toolbar icon is on your desktop or in the Windows Start menu, you can click this icon
to start Agent Toolbar.
2. In the ShoreTel Contact Center Logon window, specify User, Password, Extension, Server, and
Email Address, and then click Login.
Email Address is available only if System Parameters > Chat and Email > Email > Email
Address Set by Agent (Client Side) is selected in Contact Center Director.
3. Select Remember my password to configure the application to allow you to launch the
application by clicking the Login button without entering any other information.
Note
You can only log onto Agent Toolbar from your PC. Attempting to log on using your telephone results
in the application shutting down.
Tip
If not all of the fields listed in this step are visible, click More to expand the Contact Center Login
Console window.