AMC Technology Logo
  • How We Help
    • Our Process
      • Forward Deployed Engineers
    • Professional Services
      • Blueprinting Services
      • Pilot Services
      • Workshop Services
      • Managed Services
    • DaVinci Toolkit
      • Technical Architecture
      • Orchestration
  • What We Solve
    • Common Use Cases
      • Automated Agent
      • Real-Time Transcription
      • Agent Assist
    • Integrations
      • Salesforce
      • Microsoft Teams
      • SAP Service Cloud
      • Avaya
      • Cisco
      • Speech-to-Text
      • See All Integrations
    • Salesforce Solutions
      • DaVinci Voice Toolkit for Salesforce
      • Agentforce Voice
      • Salesforce Voice
      • Salesforce
      • Open CTI Migration
      • Salesforce Voice Readiness
    • Who We Help
      • Manufacturing
      • Retail
      • Healthcare
      • Financial Services
      • Business Services
      • Higher Education
  • About Us
    • Why We’re Different
    • Security and Certifications
    • Partner Community Hub
  • Resources
    • Blog
    • Planning Tools
    • News and Events
    • Videos
    • Customer Stories
    • Datasheets
TALK TO AMC

DaVinci’s Multi-Profile: Simplifying Agent Environment Changes

About this Video:

In this video, we showcase the newly launched multi-profile feature in DaVinci, which simplifies the process of switching between multiple environments and configurations. Whether agents need to alternate between on-premise and cloud integrations or switch between different CRM systems throughout the day, multi-profile functionality eliminates the need for administrators to manually change settings. Watch as we demonstrate how agents can easily select their desired profile at login, saving time and improving workflow efficiency.

 

For more videos like this: User management and Profile management.

2 years ago
Back to Video Library
Read the Transcript:

Get into the multi-profile feature we just recently launched our first iteration of this feature. Now, anybody who’s used Creator Studio probably knows that a profile is just a collection of apps and services and their configurations. So, I have a profile right here.

A lot of times we get a business use case from a lot of our customers, and it’s great that we have representation from NatWest here because I believe that you have this requirement as well. Agents will switch between environments for a variety of reasons. They may want to, maybe the call center is on a premise integration and they want to try to migrate to cloud but they have to test it first, so they have agents that go back and forth between working in premise and testing the cloud integrations that they want to bring in. Maybe agents work in different CRMs at different times of the day. Maybe they work in Salesforce at the beginning of the day to do a certain set of tasks and maybe they log out and log into a different CRM or maybe a different CTI to do a separate set of tasks.

And every time you do this, before we rolled out multi-profile, a call center admin would have to go into Creator Studio and change the profile that’s assigned to these users every time they wanted to switch that profile.

Now with multi-profile, what we can do is go to the users list here, filter on my user, and when we click it, we can see a list of profiles right underneath the entry, the row in the table. The list on the left is all of the available profiles that you can assign to the user. The list on the right is all of the assigned profiles they can choose from, and I can very easily just add and remove these profiles whenever I want.

Now, what I’ll do is log out here and show you the agent selecting the profile that they want to log into.

So when I log into DaVinci, once the login goes through, the agent will be presented with a list of different profiles that they can choose from. With that example I gave earlier, maybe they’re doing their normal daily tasks, and they want to be on the premise profile. They simply select the premise profile and just like that it loads the premise configurations.

Now, let’s say they want to switch over to a cloud test profile instead. They can log out, log back in, and they’ll be presented with the same exact selection. So, they can choose to do their test profile for example, or the other profile that they need to perform their work.

What’s holding you back?

Let us uncover use cases and tackle your unique call center challenges

Talk To AMC
AMC Technology
AICPA SOC
Security Trust Association and Risk Third party audit certificate
star1 self assessment security certificate

Company

  • About AMC
  • Meet The Team
  • Careers
  • News and Events
  • Testimonials
  • Partner Community

What We Do

  • Services
  • DaVinci Toolkit
  • Salesforce
  • Integrations
  • Pricing
  • Security
  • Glossary
  • FAQ

Customer Tools

  • Creator Studio Login
  • Submit A Ticket
  • Developers
  • Health Status
  • Notifications
  • Release Notes
  • Support Resources

Virtual Round Table

A monthly forum for casual conversation on the latest contact center news, trends, and technology.

Join The Conversation
  • 1(800) 390-4866
  • info@amctechnology.com
  • Contact Us
  • Privacy
  • Terms

©2026 AMC Technology, LLC. All rights reserved.

2000 W Marshall Street, Suite 201, Richmond, VA 23220
Leo ×
Hi, I’m Leo! How can I help you today?
This website uses cookies to improve your experience. Continuing to use this site, means you agree. Privacy Policy