LV Connect

LiveVox Connect or LV Connect comprises the following communication tools:

• Alerts - Messages of importance that are automatically or manually launched to alert individuals to an event or situation that might need their attention.
• Posts - Any message that can be viewed by anyone in the organization or directed to a select group of people.
• Notifications - Messages that are launched automatically from the Work Queue to notify individuals about events, such as a new task, overdue task, and so on. You can initiate a notification from the WFM Agent Scheduling screen when a new agent schedule is published or from the
  U-CRM interface to draw attention to a specific account, ticket, or contact.

Viewing Information about the LV Connect Items

Click Alerts, Posts, or Notifications to see information about the alerts, posts or notifications.

Filtering for Specific Records

To filter for specific types of records:

1. Click to filter.
2. In the Filter window, select Types from the Available list and click the arrow to move the item to the Selected list.
3. Click Apply.

Alerts

1. When you select Alerts, tabs, such as Inbox, Completed, and Sent are displayed. Click the My Task Only check box to see only alerts related to your tasks.
2. Click again on a specific alert to obtain more information.

• • The Details tab provides information, such as who created the alert and for whom, any comments received for the alert, and so on.
  • The Info tab provides information, such as Threshold, Check Frequency, and Notification Frequency for the alert.
  • The Audit tab provides information about the changes made and the date/time of the changes made to the alert.

Posts

1. When you select Posts, tabs such as Inbox, Completed, Sent, Draft and Pending are displayed.
2. Click again on a specific post to obtain more information.
   • The Details tab provides information, such as who created the post, any comments received for the post, and so on.
   • The Info tab provides information, such as who can see the post.
   • The Audit tab provides information regarding the changes made and the date/time of the changes made to the post.

Notifications

1. When you select Notifications, only the Inbox tab is displayed.
2. Click again on a specific notification to obtain more details.

Creating a New Poll or New Post

To create a New Poll or New Post:

1. Click from the top banner after you navigate to the Alerts, Posts, or Notifications page from the main Work Center page.
   
2. Choose Visibility from the drop-down. If you select Specific Users, enter the usernames in the Select Users window. Use to search for specific users.
3. Enter the Post Title (for a new post) and Poll Title (for a new poll).
4. Enter the Post Body (for a new post) and Poll Body (for a new poll).
5. Select Allow Replies, Allow Likes, Mark as Important, and Notify on Reply as required. You can select as many as you require.
6. Select Create Post (for a new post) or Create Poll (for a new poll).
7. To send the post/poll later, click the arrow next to the Create Post button and select Send Later. You are asked to enter a date in the Schedule Date field.
8. You can save the draft using the Save Draft option if you intend to modify it and then send it at a later time/date.