Admin Guides copy

Page tree

The Settings tab allows you to verify or modify configurable settings.

General Settings

The General Settings section contains the following fields:

SectionFieldDescription
General Settings


Contact Timing The timing during which the numbers are dialed. Contact timing sets the Service's Contact Timing, the prime-time hours during which calls should preferentially or only be made to a time zone. Complies with the Service's Dialing Profile. It is the default campaign dialing restriction, also known as the dialing regime.
Dialing Sort

The method of deciding the sequence in which the numbers in a campaign are contacted.

This field contains the following options.

OptionDescription

Consecutive

Uses the order in which the contact records in a campaign are loaded.
Contact name

Orders the numbers by time zones, followed by the first name of the customer, and then dials numbers in alphabetical order (that is, from A to Z).

This option is not available if the service type is 10DMT or HCI.

Default

Orders the numbers by attempts (lowest first), followed by the start time of the area code (that is, Eastern Time, followed by Central Time, Mountain Time, Pacific Time, and so on), and then the order in which the contact records were loaded.
Inverted consecutive Uses the reverse of the order in which the contact records in a campaign are loaded (that is, from the last record to the first record).

Midpoint consecutive

Starts dialing from the midpoint of the list in the campaign file toward the bottom of the list, followed by the top of the list until the midpoint.

Example

If a campaign file contains 10 records, dialing begins from the sixth record through the tenth record, followed by the first record through the fifth record, where the dialing ends.

Contact name - no area code Uses the  Contact name sequence, except that the time zone sorting is ignored.
Campaign round robin

Sorts the inventory by a contact record's relative position in a campaign, followed by the campaign ID.

This sequence proportionately uses the contact records across all active campaigns (that is, campaigns that are playing). Within each campaign, the sequence of the record is maintained based on the order in which the record appeared in the original input file.

  • The Contact Timing setting overrides the Dialing Sort setting.
  • Only the following Dialing Sort settings support dialing multiple campaigns simultaneously:
    • Default
    • Contact name
    • Contact name - no area code
    • Campaign round robin
Cycle Sort DailyCycles through the account sequencing (dialing sort) methods on a daily basis.
Is Cross RequeueableA selected checkbox indicates that the campaigns associated with the service can be requeued to other services within the same call center.

Agent Desktop Settings

The Agent Desktop section contains the following fields:

SectionFieldDescription
Agent Desktop Volume Control Enabled A selected checkbox allows agents to increase or decrease microphone or customer volume, and to mute the microphone.
ACD Scheduled Callback PH Readonly A selected checkbox prevents agents from modifying the phone number when scheduling a callback.
ACD Scheduled Callback

If enabled, agents can schedule a future callback.

  • 0: Scheduled Callback is disabled.
  • 1: Activates and routes to the service's pool of agents.
  • 2: Activates and routes first to the originating agent then to service's pool of agents if the original agent is unavailable.
  • 3: Activates and routes only to the agent that scheduled the callback.
ACD PTP Enabled A selected checkbox forces agents to enter a dollar amount in a text box if an appropriate Promise to Pay termination code is selected.
Agent Desktop

Selects which predefined agent desktop will be applied to this service. If Select One is displayed your Client level or Call Center level ACD Agent Desktop will be applied.

Call Acceptance Enabled A selected checkbox indicates that agents are required to accept calls. 
Default Agent Phonebook Specifies the phonebook assigned to the service.
Call Acceptance Timeout (Sec)

Specifies the number of seconds that an agent can wait before accepting a call. 

This value is applicable only if you have selected the Call Acceptance Enabled checkbox.


Secure Credit Card Capture Message

This field is no longer supported for the configuration of the Secure Payment Capture feature from here (Services > Settings). This functionality has been migrated to the Agent Desktop Extended Panel widgets. To configure Secure Payment Capture, see the Secure Payment Capture section or contact the LiveVox Customer Care Team to have this enabled or configured.

Allows the selection of a configured payment IVR message (should be selected for Basic or Advanced options only). Clicking on the link next to this option will open the Messages screen to view the selected message in Contact Flow editor. 

Secure Credit Card Capture Mode

This field is no longer supported for the configuration of the Secure Payment Capture feature from here (Services > Settings). This functionality has been migrated to the Agent Desktop Extended Panel widgets. To configure Secure Payment Capture, see the Secure Payment Capture section or contact the LiveVox Customer Care Team to have this enabled or configured.

If Disabled is selected (default), then no credit card payment options will be presented via the Agent Desktop for payment processing. The Basic option allows for a credit card payment processing option via IVR where payment information will be presented on the Agent Desktop. Sensitive payment information is not stored within the call recording nor will data be logged.  The Advanced option allows for a credit card payment process option via IVR where payment information is not presented on the Agent Desktop. Sensitive payment information is not stored within the call recording nor will data be logged. This option supports integration via Contact flow editor with web service payment gateways. Agents will have the ability to process various payment transactions (For example, one-time payment, recurring payments and future payments) that are processed via the payment gateway.

Secure Check Capture Message

This field is no longer supported for the configuration of the Secure Payment Capture feature from here (Services > Settings). This functionality has been migrated to the Agent Desktop Extended Panel widgets. To configure Secure Payment Capture, see the Secure Payment Capture section or contact the LiveVox Customer Care Team to have this enabled or configured.

Allows selection of a configured payment IVR message (should be selected for Basic or Advanced options only). Clicking on the link next to this option will open the Messages screen to view the selected message in Contact Flow editor.   

Secure Check Capture Mode

This field is no longer supported for the configuration of the Secure Payment Capture feature from here (Services > Settings). This functionality has been migrated to the Agent Desktop Extended Panel widgets. To configure Secure Payment Capture, see the Secure Payment Capture section or contact the LiveVox Customer Care Team to have this enabled or configured.

If Disabled is selected (default), then no check payment options will be presented via the Agent Desktop for payment processing. The Basic option allows for a check payment processing option via IVR where payment information will be presented on the Agent Desktop. The Advanced option allows for a check payment process option via IVR where payment information is not presented on the Agent Desktop. Sensitive payment information is not stored within the call recording, nor will data be logged. This option supports integration via Contact Flow Editor with web service payment gateways. Agents will have the ability to process various payment transactions (For Example, one-time payment, recurring payments and future payments) that are processed via the payment gateway.

Priority Escalation Threshold (Sec)

Setting in seconds upon which the call will receive the maximum priority (1). The transaction should linearly increase from its initial priority to max priority over the time period defined. Priority should always be rounded to the closest integer.  

Account Real-Time DNC A selected checkbox enables DNC/DND checks on Manual Services. This option is enabled by default.
Show HCI Numbers A selected checkbox displays HCI numbers to the clicker agent. This option is enabled by default.
HCI /  HTI Select

Enables the Human Call Initiator (HCI) Select feature or the Human Text Initiator (HTI) Select feature depending on the type of configured service. When HCI/HTI elect is enabled, agents will be required to perform two clicks to launch the call or send a text message: First, select any number on the HCI/HTI desktop to be called or texted, then click on the number to launch the call or send a text message. If you require both HCI Select and HTI Select services then you must both HCI and HTI services - one service for HCI (voice) calls and another service for HTI (SMS) text messages. 

Manual Dial Allowed

If checked, agents can manually dial phone numbers or single-click contacts from the contact list widget. However, calls continue to be routed through the automated system.

To configure international manual dialing for your target country, contact the Customer Care Team.

Voice Compliance Enabled
  • A selected checkbox indicates that the calls initiated by agents comply with the policies in the profile assigned to the service and agents must re-enter the 10-digit phone number on the contact widget before dialing the number.
  • A cleared checkbox indicates that agents can initiate calls regardless of the profiles assigned to the service. This status is utilized for manual services that allow international calls to be made outside the default contact window of 08:00-21:00 local time.
SMS Compliance Enabled
  • A selected checkbox indicates that the SMS messages sent by agents comply with the policies in the profile assigned to the service. 
  • A cleared checkbox indicates that agents can send SMS messages regardless of the profiles assigned to the service.

Retention Settings

The Retention Settings section contains the following fields:

SectionFieldDescription
Retention Setting Days to Move Inactive Messages Back to Group Inbox

Specifies the duration for which you want to retain the unresolved email and SMS messages in the personal inbox of agents before the messages are moved to the group inbox. This field contains the value  1 by default. You can, however, change the value. The maximum value that you can select in this field is  14.

For a given email or SMS thread, this value is reset when any of the following events occur on the thread:

  • An agent replies
  • A message is received
  • An agent marks a message unread or read
Include Weekends

This checkbox is cleared by default. If you want to include weekends in the duration specified in the  Days to Move Inactive Messages Back to Group Inbox  field, select the checkbox.

Contact Rules

The Contact Rules section contains the following fields:

SectionFieldDescription
Contact Rules





Contact Max Attempts Per Day

Sets the maximum number of outbound dialing attempts to any phone number associated with an account per day. The default value is zero. If null, the client level setting is applied.

Contact Max Phone Attempts Per Day

Sets the maximum number of times an Account+Phone can be attempted per day. The Account Management functionality must be enabled for your site for this setting to take effect. The default is zero. If null, the client level setting is applied.

Contact Max Attempts Lifetime Total amount of times a unique Account can be attempted.
Contact Max Phone Attempts Lifetime Total amount of times a unique Account+ Phone combo can be attempted.
Dialing Profile Determines the Hours/State/Days/Area Codes to dial from your Profile editor.
Zip Area Mismatch

Enables the logic under which account zip code is compared to an area code and dialing is based on the rules set within the logic and the  chosen option.

  • Off: This feature is used to turn off the zip area mismatch feature.  
  • Dial-Time: Often referred to as Standard zip/area code mismatch
    • If the area code and zip code for a record do not correspond to each other (that is, a mismatch), then the safe hour rule (11:00-21:00 ET) will apply and the mismatched records will be dialed during this window. 
  • Dial-Time Optimized: Often referred to as Optimized zip/area code mismatch
    • If the area code and zip code for a record do not correspond to each other but fall into the same time zone, the system will respect that time zone’s dialing hours. If the area code and zip code for a record do not have the same time zone, the safe hour rule (11:00-21:00 ET) will apply and the mismatched records will be dialed during this window.
  • Dial-Time Overlay:  Enhanced zip area mismatch coverage to include all time zones between Atlantic (GMT-4) and American Samoa (GMT-11).  
    • Start and End time for mismatch scenarios is dynamically set where the Start Time is based on the Westernmost open hours and the End Time is based on the Easternmost closed hours.
DNC Contact Group

Associates Contact Group with a service, during dial-time. The phone numbers associated with Contact Group will be restricted. The creation and association of Contact Groups are controlled in Contacts manager and DNC editor respectively. If the DNC Contact Group option is selected as All, the phone number will be scrubbed for any calls launched for the Client.

DNC Contact Group option is applicable to the Dial-Time Phone DNC only. 

Email Opt-In Message

Select the email Opt-In message from the drop-down list. This selected message is used when the email campaign is launched for the service.

SMS Opt-In Message

Select the SMS Opt-In message from the drop-down list. This selected message is used when the SMS campaign is launched for the service. Available LV-standard contact flows are SMS Blast, SMS UAD Opt-In, and SMS UAD Widget.

Email Consent Required When selected, email consent is required from the customer, before email communication done on the service.
SMS Consent Required

When selected, SMS consent is required from the customer before SMS communication done on the service.

  • Email or SMS Opt-In messages are created from Message editor.
  • Email or SMS Opt-In messages can be sent regardless of the configuration of  Email Consent Required  and  SMS Consent Required  options.
  • Email or SMS Opt-In messages can be sent even if suppression list has the entries.
Inbound Email message

Selects the inbound message template for inbound emails.

Inbound SMS message

Selects the inbound message template for inbound SMSes.

Inbound Chat message Selects the inbound message template for inbound chats.
Inbound Messaging Message

Message template for inbound WhatsApp messages.


 Inbound Facebook Message

Message template for inbound Facebook messages.

KPI Settings

The KPI Settings section contains the following fields:

SectionField Description
KPI Settings  Service Level Seconds Specified number of seconds an inbound call must be answered within by an agent to be in SLA compliance (on Dashboards and Inbound Service Efficiency report this setting is the Service Level setting)
Service Level Formula Service Level Formula used as default. Details for each formula are available via link next to this field

Defaults

The Defaults section contains the following fields:

SectionFieldDescription
Defaults Voice ID Default voice talent for campaigns assigned to the service
AM Option
  • Default answering machine detection setting for the service
    • Leave Messages - Detects answering machines and leaves a message.
    • Transfer all Connections - Answering machine detection is off. Passes all connections to agents.
    • Don't Leave Messages - If an answering machine is detected no message is left and the call is disconnected.
Scrub 
  • Allows you to scrub all wireless phone numbers, all landline numbers, or segment wireless phone numbers from a campaign file during build time. Select the required option from the drop-down menu and the available options are as given below:
    • None (0): This is the default option and if selected no scrub occurs.
    • Wireless (1): Scrubs all wireless phone numbers so that all landline numbers can be dialed.
    • Landline (2): Scrubs all landline numbers so that all wireless phone numbers can be dialed.

    • Segment Wireless (3): Scrubs all wireless phone numbers from positions 1-15 and place them starting at position 16.

      If the scrub option is selected as Select One (Null) for the particular service, then the client level Scrub option will be auto-populated for that particular service when manually loading the campaign.

Call Recording Settings

The Call Recording section contains the following fields:

SectionFieldDescription
Call Recording Call Recording Enabled When checked, all conversations with an agent logged into the LiveVox ACD are recorded.
Call Recording Bitrate Refers to the audio resolution (kilobits per second). Available options: 16, 32, 64. The default setting is 16-bit. 32-bit and 64-bit can be selected if required for Speech Analytics integration.
Record External Transfers External transfers are defined as any transfer to a 10-digit number. When checked, LiveVox will continue recording call transferred to an external party until the call is terminated. If NOT checked, LiveVox will end call recording when a call is transferred to an external party.
Days Of CallRecordings

This is a view-only setting.  If it shows to be set to Select One, then the service will respect the client level Days of CallRecording  configuration.

Advanced Features

The Advanced Features section contains the following fields:

SectionFieldDescription
Advanced Features

Leave No Messages Allows predictive campaigns to default to disconnect upon answering machine detection.
Append Campaigns Report at End of Day Reports campaigns at the end of the day. When disabled, campaigns report when out of disabled records which would prevent records from being appended from that point when the Campaign is stopped. (The add/append records to active campaigns functionality requires the use of Campaign API. Please contact LiveVox Client Services, if questions.)
Caller ID Source ID

  • Determines what default value is used as the pulsed Caller ID for the service.

    • FIXED: Using one of the service’s static options from the Phones tab
    • LOCAL CALLER ID: Using the local caller ID package assigned
    • FILE BASED CALLER ID: Using a certain value assigned to the individual account in the input file
    • SUBCLIENT CALLER ID: Using a number from one of the service’s preferred practices.
    • ROUND ROBIN CALLER ID: Using the longest unused Caller ID from the CID package assigned to the latest uploaded campaign.


Operator Phone Source ID

Determines the default number source used when bridging whisper agents. Defines the default CID of Manual dials. See drop-down options in the Caller ID Source ID definition.

Callback Phone Source ID Determines where the default phone number left in messaging comes from. See drop-down options in the Caller ID Source ID definition.
Chat Routing Token

Unique identifier that routes incoming chat to a service.

Shadow Audio Packages

Allows association at the service level to the configured real-time audio stream package. Select the desired package from the drop-down (will be available only if 3rd party speech analytics is configured).

  • Shadow Audio Package (Real-Time Audio Stream package) allows integration with 3rd party speech analytics providers such as Castel, Call Miner, and NICE.
  • Contact Client Services to enable and configure Shadow Audio Packages.
  • If the Shadow Audio Packages is set to Select One  for the particular service, then the client level Shadow Audio Package will be applied for the service.
Inbound SMS Code

Short-code SMS number or the long-code SMS number for routing inbound SMS messages that are not triggered by an outbound SMS message to the service. If the service is used for WhatsApp, the value in the field indicates the WhatsApp number for routing inbound WhatsApp messages.

Inbound Facebook Page

Enables you to associate a Facebook page with a service.  Customer messages from the Facebook page route to the group inbox for that service. 

Email Settings

The Email Settings section contains the following fields:

SectionFieldDescription
Email Settings IB Email Domain

Unique email address for routing inbound emails to the service.

You do not need to create separate domains for each inbound email inbox because inbound emails are routed to services based on email addresses instead of domains. Multiple services can share the same domain in the email addresses, which are used as routing tokens.

BCC Address

This is a list of comma separated email addresses for the service. You can add a maximum of 10 email addresses. All emails for the service automatically include the BCC recipient.

  • No labels