Create Idle or Wrap-Up Codes

To create an idle or wrap-up code:

Procedure


Step 1

From the Management Portal navigation bar, choose Provisioning > Auxiliary Codes.

The Aux Codes Idle Codes page appears. To view the list of wrap-up codes, click Wrap Up Codes at the top of the page.
Step 2

Click + New Idle Code or + New Wrap Up Code.

Step 3

Enter the following details and click Save.

Setting

Description

Name

Enter the code name.

Description

(Optional) Enter a description of the code.

Is Default

Click Yes or No to indicate whether this is the default code.

  • If this is the first idle or wrap-up code for your organization, you must make it the default. You can modify it later after you create more codes.

  • When you make a code default, the system overrides the existing default code. At one point, there can be only one default code each for Idle and wrap-up.

You must assign the default idle and wrap-up codes in agent profiles. For more information, see Agent Profiles.

  • The default wrap-up code is used when the agent’s profile specifies Auto Wrap Up. These agents do not enter wrap-up codes. Instead, they automatically go into the Available state after completing an incoming call and automatically go into the Idle state after making an outdial call.

  • The default idle code is used when the agent initially logs in and after the agent makes an outdial call if the agent’s profile specifies Auto wrap-up.

Work Type

Select the work type that you want to associate with this code.