Use this guide to access the Agent Dashboard, apply filters, monitor agents in real time, and review call recordings through reports.

Table Of Contents

Access the Dashboard & Apply Filters

Login & Access the Dashboard

• Log in to contactportal.app
  • Navigate to Dashboard → Locate Agent Grid

Using Filters in the Agent Grid

1. Hover over the top right corner of the Agent Grid.
2. Click the filter icon to open filter options.
3. Click on the Filters tab.
4. Apply filters by:
   • Queue
   • User Group
5. Click Save Changes.

Tip: If a warning triangle appears (indicating a 100-row limit), apply additional filters to narrow the results.

Agent Management & Live Monitoring

🧑‍💼 Agent Management (via Agent Status Grid)

1. Open the Agent Status Grid.
2. Click the ellipsis ( … ) next to the agent’s name.

You’ll see the following management options:

Status Controls