You can use SpeechIQ Library to apply books to clients. The assets that are part of the book help the clients with basic information to start using the LVP (LiveVox Portal).
SpeechIQ Librarywindow consists of the following two tabs:
Books- You can see all the available books in the library in the Books tab. This tab also enables you to create new books, copy/add assets to books.
Activity- You can activity details such aswhen and who applied a book and to which client.
Use theFilterfield to narrow down your search. Type the name/part of the book name to list books matching the criteria.
Clickicon to narrow the search further. ClickActive Onlycheck box to list only the books marked as active. You can also use the radio button to listAllbooks,Livevox Onlybooks, orClient Onlybooks.
Clickicon to change to list view.
Clickicon to copy assets.
Clickicon to create a new book.
To create a new book:
From theSpeechIQ Librarywindow, click. TheSettingstab for the new book opens.
Enter theNameandDescriptionfor the book.
To set a cover for the book, click square box on the left of theNamefield. TheSelect Book Coverpage is displayed.
Choose a cover for your book and clickSelect.
Back in theSettingstab, select theActivecheck box to make the new book active. Only active book can be applied to clients.
In theAssetssection, clickNewto add new assets. TheAdd Assets to Bookwindow opens.
Click theAssettypedrop down and select the type of asset.
Select the required asset from theAvailablelist and move toSelectedlist using the arrow key.
ClickAdd. Repeat Step 8 to add more assets.
To view details of the asset, click. TheAsset Detailspage opens with all the details of the asset.
Once done, in theAdd Assets to Book window, click the arrow key next toAddbutton and selectAdd and Close.
To edit an asset, select the asset and clickEdit. You can modify the description and selectActive for Copyingto enable copy of this asset.
To delete an asset, select the asset and clickDelete.
On theSpeechIQ Librarywindow, clickicon to change to list view.
In the list view, select the book you want to edit, and clickEdit.
In theSettingstab, modify theName,Description, and any other changes as required.
In theAssetssection, you can add, modify, or delete assets as necessary.
ClickSaveto save the changes.
On theSpeechIQ Librarywindow, clickicon to change to list view.
In the list view, select the book you want to edit, and clickDelete.
SelectYesto confirm.
On theSpeechIQ Librarywindow, clickicon to change to list view.
In the list view, select the book you want to edit, and clickCopy Assets.
To copy a book/books from one client to another, click theTo Clienttab.
Select the book fromSelect Bookdropdown menu.
UnderSelect Clients, choose the clients fromAvailablelist to theSelectedlist.
ClickCopy.
To copy a book to a client, click theFrom Clienttab.
Select a client fromSelect Clientdropdown menu.
UnderSelect Books, choose the clients fromAvailablelist to theSelectedlist.