Adding Content
Adding content with the content builder involves selecting the type of content that you want to add from the Questions tab of the dialog properties and providing the required information.
Text Field
The Text Field option displays a single line of text or captures a single line of data in the script. This type of question is generally used to capture specific data from a customer, such as their name, address, or phone number.
To create a text field, on the Questions tab.
- Click Add, and then select the Text Field option.
This action creates an entry in the list of questions. - If you already have items in the list of questions, you can arrange their order by using the up arrow and down arrow icons from the properties toolbar. The order of the display in this section is the order in which they are presented to an agent, unless you have set the Randomize property on the Properties tab of the dialog.
- To add a question, select the Add option from the menu, and then double-click the blank item that was added for the new question. This enables you to add the text for the question. The text is displayed above the text box that will accept the response from the agent.
- There is no theoretical limit to the length of the question. It can be as long as needed to convey the necessary information. The text is wrapped on the agent screen so that it is readable without having to scroll left or right. The text breaks into a new line, if needed when a blank character is encountered in the string.
To view the properties of the Text Box, see Content Type Properties.
Label and Optional Default Value
The next step is to provide the label and the optional default value for the Text Field:
- Click the Answers tab of the question.
- Click Add, and then double-click the new line in the Label column.
- Enter the label that you want to be displayed for the response.
- If you want to add a default value, double-click the empty line in the Value column, and then add the text.
- Update the properties for the new answer in the properties section (located on the right side of the answer). Some of the more important properties are:
- Name: Name of the field. This is how the answer is referenced in the script and the report section.
- Required: Specifies if a response is required for this field.
- Clear Previous: Specifies if the answer for this field is cleared in the screen when a user moves back through this screen by using the Previous button.
- If you want to have more than one response for the question, perform steps 2 through 5 again.
- Click Save.