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🟢 Documentation: Presence

Real-time agent status. What it is, how it works and how to use it — explained step by step.

🟢 Definition — Presence

Presence shows the real-time status of each agent: available, busy, on call or on break. It is combined from two sources —the TelHarbor app and the PBX— to reflect the real status. It is shown in Contacts, queues and the wallboard.

🟢
StatusesAvailable, busy, on call and on break.
🔄
Two sourcesCombines the app and the PBX; if the device is offline, that status wins.
👀
Where it showsContacts, queues, live wallboard and presence reports.

🗺️ Diagram

The app and the PBX provide the status; UCaaS combines them and shows it where needed.

💻Appmanual status+🏢PBXon call→🔀UCaaSmergesshows👥Presencecontacts / queues

The device status (online/offline) wins over a stale manual status — so presence stays reliable.

📘 Explanation (step by step)

  1. The agent sets their status in the app (available / break) or the PBX detects it (on call).
  2. UCaaS combines both sources; if the device is offline, it reflects that real status.
  3. Presence is shown in Contacts, in the queues and on the live wallboard.
  4. Presence reports measure how long each agent spent in each status.

🖥️ The states and where they come from

🟢
AvailableThe person has the app open, the extension registered and can receive calls.
🔴
On a call / Do not disturbOn a call is detected by the phone system; Do not disturb is chosen by the person or their supervisor.
⏸️
On a breakFor agents in queues: they stop receiving queue calls, with the reason visible.
⚫
OfflineThe device is off or has no secure connection. It overrides any previous state.

✅ Why it matters

  1. Fewer missed calls. The phone system does not send calls to an extension that is off or paused: it routes them to someone who can answer.
  2. The supervisor sees the operation. The Operator Panel shows who is free, on a call or on a break, and from there people can be moved.
  3. It updates itself. A change made by the supervisor shows up in the app within seconds, with no need to close and reopen it.
  4. It is measured. Reports show how long each agent was available, on a call or on a break.

If someone shows as available but gets no calls, it is almost always the secure connection: without an active tunnel the extension is not registered.

❓ Frequently asked questions

❓
Why do I show as offline if the app is open?It is almost always the secure connection: without an active tunnel the extension is not registered on the phone system.
❓
Can a supervisor change my state?Yes, they can pause you or remove you from a queue. The change is logged and you see it in the app.
❓
Does presence say whether I am working?No. It shows whether the extension can receive calls; it does not measure activity or hours worked.