Admin Guides copy

Page tree

Navigate to the Agent Desktop editor by selecting Configure > Agent > Agent Desktop from the Navigation Panel.   

Select the Agent Desktop you wish to view/adjust from the Desktops drop down.

The following fields are available:

  • Desktop ID - LiveVox assigned unique desktop identifier code.
  • Name - Displays the name of the selected Agent Desktop.
  • Description - Displays a brief description of selected Agent Desktop.
  • Max Conference Parties - Select from the drop down the max number of participants that can be added by an agent into the conference (minimum value is 1, and the maximum value is 10). 
  • Agent Panel - When selected, provides the single agent panel view of the Agent Desktop.
  • Agent Panel + Extended Panel - When selected, provides the single agent panel with the multiple widget view of the Agent Desktop. Selecting the extended panel will display a new tab, Extended Panel.
  • Agent Panel + Designer - Allows users to selected, provides the single agent panel with designer agent desktop view of Agent Desktop. Selecting this option will display a new tab, Designer.
  • Messagebook Enabled - When checked, displays Messagebook tab which is used to associate the Messagebook entries to the agent desktop.

The Agent Desktop editor offers the following tabs and buttons:

  • Tabs
    • General - Provides different options to set current agent desktop and call transfer options. For detailed information, see Agent Desktop - General Tab section.
    • ScreenPop - Allows to set the data fields shown on Agent Desktop with sequence. For detailed information, see Agent Desktop - ScreenPop Tab section.
    • Desktop Native - Allows to set configurations for agent's full screen recording and .NET functionality. For detailed information, see Agent Desktop - Desktop Native Tab section.
    • Associated Entities - Displays the services that utilize the selected desktop. For detailed information, see Agent Desktop - Associated Entities Tab section.
    • Change History - The Change History tab tracks and displays the changes made to the Agent Desktop. For detailed information, see Agent Desktop - Change History Tab section.
    • Extended Panel - The Extended Panel tab allows users to configure the extended panel widgets of the selected Agent Desktop. For more information, see Agent Desktop - Extended Panel Tab section.
    • Designer Panel - The Designer tab allows you to configure the designer desktop which can be assigned to the required Agent Desktop. For more information, see Agent Desktop - Designer Tab section.
    • Messagebook - The Messagebook tab allows the user to configure the Messagebook entries for the selected agent desktop. For more information, see Agent Desktop - Messagebook Tab section.
  • Buttons
    • Copy Agent Desktop – Copies the selected agent desktop.
    • Add Agent Desktop – Creates a new agent desktop.
    • Delete Agent Desktop – Deletes the selected agent desktop.
    • Save Agent Desktop – Saves updates on the selected agent desktop.
    • Cancel –  Discards the changes.