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titleDelete an Agent Desktop
  1. In the Agent Desktop window, a list of all the agent desktops appears.
  2. Select the Agent Desktop you want to delete.
  3. Click the Delete icon.
  4. A Confirm pop-up window appears, click OK to confirm the deletion. If successful, a notification message appears.
Screen Recording Control Enabled and Screen Recording Control Percentage options will be displayed only if agent screen recording is enabled. Contact your Account team or Client Services to request this functionality
  • When selected, allows agents to utilize a free-form text field that can be stored and exported to the CDR. Limit of 4000 characters.
  • Agent Logged in as Ready: When selected, the agent should be in a ready state.
  • Account Number Validation for Inbound and Manual Calls - When checked, the agent needs to validate the account number that does not exist in the contact manager and is allowed to dial the existing account numbers.
  • Hold Enabled - Select the checkbox to display the Hold button on Agent Desktop.
  • Messagebook Enabled: Indicates if the voice messagebook button appears on the Agent Panel for calls.
  • Force Specific Case - enables specific cases that will be autoformatted on agent entered account number. Available options are as given below:

    • None - This is a default option. If selected, the account number will be the way the agent enters it.

    • Upper - The account number will be in the upper case.

    • Lower - The account number will be in the lower case.

  • Screen Recording Control Percentage - Allows you to select the percentage of calls to be screen recorded.Lower - The account number will be in the lower case
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titleGeneral Tab

This tab provides different options to set the current agent desktop and call transfer options.

  Settings

  • Call Record Control Enabled - When selected, allows agents to pause/resume or stop call recording.
  • Notes Enabled - When selected, allows agents to utilize a free-form text field that can be stored and exported to the CDR. Limit of 4000 characters.
  • Account Number Validation for Inbound and Manual Calls - When checked, the agent needs to validate the account number that does not exist in the contact manager and is allowed to dial the existing account numbers.
  • Account Number Required - When selected, requires the agent to enter an account number when no account is associated with the dialed phone number on an Inbound or Manual call.
  • Screen Recording Control Enabled - When selected, allows agents to pause/resume or stop screen recording by using call control buttons Account Number Required - When selected, requires the agent to enter an account number when no account is associated with the dialed phone number on an Inbound or Manual call.
  • Display Not Ready Reason Codes - When selected, allows agents to choose a sub-code, also referred to as break code to further define why they are not able to take calls.
    • List of Not Ready Sub Codes - These are non-configurable
      • Lunch
      • Training
      • Break Time
      • Meeting
      • Technical Difficulty
      • Other
  • Hold Notes Enabled - Select the checkbox to display the Hold button on Agent Desktop.
  • Screen Recording Control Enabled - When selected, allows agents to pause/resume or stop screen recording by using call control buttons.
  • Screen Recording Control Percentage - Allows you to select the percentage of calls to be screen recorded.
Note
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Note
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Screen Recording Control Enabled and Screen Recording Control Percentage options will be displayed only if agent screen recording is enabled. Contact your Account team or Client Services to request this functionality.

  • Quick Responsebook: Enables you to select a quick responsebook for chat. A quick responsebook contains quick responses, which are common chat messages that your agents can send to customers when chatting.

Transfer Options

  • Transfer Option Enabled - Enables the transfer button for agents to initiate Manual, Agent to Agent, or Phonebook Entry transfers.
  • Phonebook Transfer Enabled - Allows agents to transfer calls to predefined phone book entries.
  • Agent To Agent Transfer Enabled - Allows agents to transfer calls to other available agents. Click the link next to the checkbox. You will have a default option and a custom option for an agent-to-agent transfer configuration. 
    • Default - Allows agents to transfer calls to other agents within the same call center.
    • Custom - Select the required option to transfer to specific agents based on Service, Service Group, or Agent Teams.
      • Service -  Allows the transfer to agents within the same service the agent is logged into.
      • Service Group -  Allows the transfer to agents that are logged into the selected Service Group.
      • Agent Teams - Allows the transfer to agents that are logged in and the part of the specified Agent Teams.
  • Manual Transfer Enabled - Allows agents to manually transfer a call.
  • Phonebook Transfer Enabled - Allows agents to transfer calls to predefined phone book entries.
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titleScreenPop Tab

This tab allows you to adjust the current agent desktop.  Basic adjustments include:  

  • Copy To Clipboard - Select the field from the drop-down menu to be copied to the agent's clipboard.
Note
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Click the More Options icon (...) to select a field and click  to clear the selection.

  • Add data field - Select Add and fill in the data fields. The agent desktop data fields are as given below:
    • Source - Allows to configure call transactions, file (campaign) based values, Contact Flow, and Contacts variables and display it to the agent (screen pop).
      • Default - Selecting Default will display call transactions and file-based values.
      • Contact - Select Contact will display the configured Contacts manager variables.
      • CallFlow - Select CallFlow to display customer IVR responses or web service calls.
    • Key - The database location to display. This location may refer to data from the input file or information on the current call.
    • Display Name - The descriptive label for the field, shown on the agent screen.
    • Delimiter and Position - Only necessary for Transformations.
      More details are available in the Agent Desktop Configuration section of the Administrative User Guide..
Info

You can use the following fields to:

  • Adjust the sequence of data fields - Use the Move Up or Move Down buttons to move up or down one space.
  • Delete data field - Click Delete to delete the selected field.
  • Rename data fields -Double-click on the field's Display Name and fill in what you want.

Click Save Agent Desktopto save the changes.

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titleDesktop Native Tab

This tab allows you to set configurations that enable the agent's full screen to be recorded. The configurations include:

  Settings

  • Native Mode - Allows you to set the native desktop mode from the available drop-down list. Available options are as given below :
    • Disabled - Agent cannot log in using Agent Desktop Native (ADN)
    • Optional - Agent can use the browser or ADN to log in
    • Required - Agent can log in only using ADN
  • Update Strategy - Allows you to configure the native desktop update strategy. Available options are as given below :
    • Ok - No restriction to use any version of ADN
    • Ask - If the agent has a different version installed than the one configured for the site, a pop-up prompting an update appears.
    • Force - After login, the update process gets triggered automatically, installing, and starting the new version without intervention.
  • Whitelist Addresses - Click the link to open the Whitelist addresses configuration interface that allows you to view and manage the list of all the approved addresses for the Desktop Native application.

Screen Recording Options (when enabled)

This section is displayed only if agent screen recording is enabled. Contact your Account Executive/Account Manager to request this functionality.

  • Screen Recording Enabled - When selected, allows the agents to record their full screen.
  • Format - The screen recording video format is WebM.
  • Bitrate (kbps) - Allows you to set the number of bits that are conveyed per unit of time (kilobytes per second) for the screen recording video. The available options are: 128, 256, 512, 1024. The default option is 128 kbps. - When selected, allows the agents to record their full screen.
  • Framerate (FPS) - Allows you to set the number of frames displayed per second for a video. The available options are 10, 20, 30.
  • Format - The screen recording video format is WebM.
  • Days of Screen Recordings - Allows you to configure the number of days the screen recordings are hosted on the platform. The available options are: 3, 15, 30, 45, 60, 90, 180.
    Note
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    If the Days of Screen Recordings is selected as Select One (Null) for the particular Desktop, then the client level Days of Screen Recordings is applied to that particular

Desktop for screen recording.

  • Desktop for screen recording.

  • Bitrate (kbps) - Allows you to set the number of bits that are conveyed per unit of time (kilobytes per second) for the screen recording video. The available options are: 128, 256, 512, 1024. The default option is 128 kbps.

Desktop Native Commands

  • Desktop Native Commands Enabled - When enabled, this feature provides the ability to setup .Net and URL push. 
Tip

When Desktop Native Commands Enabled checkbox is selected, the agent de sktop opens in the same browser page and not as a pop-up window.

 Once enabled, you can add, delete, move up, and move down the data entry by using Add, Delete, Move Up, and Move Down buttons. You can also update the data entry by double-clicking on the data entry row. For detailed information, see the Agent Desktop - Desktop Native Tab section of the Administrative User Guide. 

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titleAssociated Entities Tab

 The Associated Entities tab displays the entities (Client, Call Centers, Services) that have the selected agent desktop assigned.

    • Name - The descriptive name of the Service or Client.
    • Type - Displays the object type the Desktop is associated to, whether a Service or a Client.
    • ID - Displays the unique ID for the Client or Service.
    • Name - The descriptive name of the Service or Client.
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titleChange History Tab

The Change History tab tracks and displays the changes made to the Agent Desktop.

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titleExtended Panel Tab (when enabled)

The Extended Panel tab allows users to configure the extended panel widgets of the selected Agent Desktop.

    • Support Expression - Allows you to create or link dynamic fields within the URL using the Expression Builder window.
    • Layout - Allows you to select a display style of the Unified Agent Desktop (UAD) widgets on the agent desktop.
      • Tiles - Displays UAD widgets in tiles format on the agent desktop.
      • Tabs - Displays UAD widgets in tabs format on the agent desktop.
    • Stateless Panel - Allows configuring the widgets such a way that they appear on the extended panel independent of the Agent state.

 The available widgets are:  

    • Custom Panel - Custom Panel widget is used to invoke external URLs with the agent desktop.
    • API V2 - Allows users to configure API responses and display them on the agent desktop.
    • Contact Notes - Allows an agent to determine what action or notes have been written by previous agents who worked the account.
    • Contact History - Displays all contact history on agent desktop for the account.
    • Title Bar - Title Bar widget gives an agent the ability to upload their own avatar and view the Client’s Logo.
    • Time Distribution - Time Distribution widget gives an agent a visual view of their productivity for the day.
    • Term Code Distribution - Time Code Distribution gives an agent a visual view of the current work day’s call results.
    • Agent Productivity - Allows an agent to view the information in graphical and tabular form. This information represents the productivity of agents on Call, Ready, or Not Ready event. 
    • Contact Details - Allows you to configure contact information, Email, and SMS mode for agent desktop which enables the agents to get details of a contact, add/edit contact information, and send Emails and SMS. When sending emails agents are able to send up to 5 attachments per email with a max of 2MB per attachment. Agents are able to preview PDF attachments with a built-in preview feature.  
    • Contact List -  Allows agents to search and open contact details, dial, send SMS (for cell phone numbers only) or email (if configured) from the desktop.
Info
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Any phone number that is <10 digits and >11 digits displays as Null on the agent desktop. This prevents invalid phone numbers from being presented to the agent for dial attempt.

    • Credit Card Basic - Allows you to configure message prompts (Credit Card Text, Expiry Text, and Security Text) and credit card types. This widget gives an agent ability to initiate the Credit Card data collection after reading the configured message prompt to the individual customer.
    • Check Basic - Allows to configure message prompts (Check Routing Text and Check Account Text). This widget gives an agent ability to initiate the Check data collection after reading the configured message prompt to the individual customer.
    • Credit Card Advanced - Allows you to set Message, Payment Gateway, and Advanced configuration. This widget gives an agent ability to initiate the Credit Card data collection after reading the configured message prompt to the individual customer and specify the customer demographic as well as payment arrangements.
    • Check Advanced - Allows to set Message, Payment Gateway, and Advanced configuration. This widget gives an agent ability to initiate the Check data collection after reading the configured message prompt to the individual customer and specify the customer demographic as well as payment arrangements.
    • Highlight Widget - Allows you to configure account fields that will be displayed at the top of the extended panel of agent desktop when the agent is in Incall, Ready, and Not Ready states. You can configure up to six different account fields for each agent state (Incall, Ready, and Not Ready).

To add a new widget, select the widget, and click Add. The Add screen appears. Specify all the details, and click OK to add the widget.

The Active Widgets screen displays all the added widgets.

    • ID - Displays the ID of the widget.
    • Widget Name - Displays the name of the widget.
    • Title - Displays the title of the widget.
    • Enabled - Displays the status of the added widget (enabled or not). If the widget is enabled, it will be displayed on the agent desktop.

To delete the added widget, select the widget and click Delete .

To edit the widget details, double-click the widget. The Edit-Widget screen appears. You can edit the following details:

    • Window Title
    • Enabled checkbox
    • Config details

Click OK to save the changes.

Note
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You can configure the order of widgets by selecting the Stateless Panel checkbox, and Tabs as Layout option. To change the order of widgets, select the widget, and click the Move Up or Move Down button.

To learn more about Active Widgets from the User Guide, see Agent Desktop.

...

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titleMessagebook Tab

A messagebook is a list of prerecorded audio messages and/or predefined text messages that your agents can use when interacting with your customers (for example, when playing a message to a customer while the agent is on mute, sending a transactional email or SMS message, or responding to an inbound email or SMS message). Such template messages can ensure that your messages are consistent and adhere to your business standards. 

The Messagebook tab enables you to define which voice, email, and SMS messages are available for your agents to use for the selected Agent Desktop. 

If a messagebook is created for an Agent Desktop, the agents who log on to that Agent Desktop can view the list of template messages added to the messagebook, and they can select an appropriate message to play or send to a customer. 

Info
  • If a messagebook is created for an Agent Desktop, your agents can still use free-form messages to interact with your customers.
  • If a messagebook is not created for an Agent Desktop, your agents can still use free-form messages to interact with your customers.
Note
  • Messagebook is not available for the following types of services:
    • 10-Digit Manual with Transfer (10DMT)
    • Human Call Initiator (HCI)
    • Human Text Initiator (HTI)
    • Manual
    • Preview All
  • Before you create a messagebook for calls, ensure that the Messagebook Enabled checkbox on the General tab of the Agent Desktop window is selected. This checkbox, if selected, displays the messagebook button on the Agent Desktop for calls.

To create a messagebook:

  1. In the Agent Desktop window, in the Desktops field, select the Agent Desktop for which you want to create a messagebook.

  2. On the Messagebook tab, click Add.
    The Select Messagebook window appears.

    Info

    The Message field displays only the deployed messages that are assigned to the following types of standard contact flows (that is, standard contact flows whose names begin with the following text):

    • Email
    • Messagebook (corresponds to the voice channel)
    • SMS


  3. In the Message field, select the message that you want to add to the messagebook.

    Info

    The Contact Flow field displays the name of the contact flow to which the selected message is assigned.

  4. Click OK.
    The messagebook is created, and the selected message appears in the table on the Messagebook tab.

    Info

    You can add multiple messages to a messagebook by using the Add button.


  5. Click Save Agent Desktop.
    The messagebook is available on the selected Agent Desktop.

    Info

    On the Agent Desktop:

    • When agents are on a call, they can play those messages to your customers that are assigned to the Messagebook standard contact flow on the Messagebook tab.
    • When agents want to send or respond to an email, they can use the messages  that that are assigned to the Email standard contact flow on the Messagebook tab.
    • When agents want to send or respond to an SMS,  they can use the messages  that that are assigned to the SMS standard contact flow on the Messagebook tab.
Info
  • You can view the details of a message by using the View Message button. Through the Messages window that appears when you click the button, you can also listen to, validate, build, and test the message (call, email, and SMS).  For more information, see the Message Settings section of the Administrative User Guide.
  • You can define the order in which the messages in a messagebook appear to your agents for selection by using the Move Up or Move Down button.
  • You can delete messages by using the Delete button. 
  • To save all your changes, in the Agent Desktop window, click Save Agent Desktop.
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titleInteroperability of Secure Payment Capture (SPC) widgets with Designer Desktop/Agent Panel

You can use the SPC widgets on the Agent panel or Agent panel with Designer desktop. To enable the functionality:

  1. Select the required agent desktop from the Desktop drop-down.
  2. Add the required SPC widget under the Extended Panel tab.
  3. Select the Agent Panel or Agent Panel + Designer option from the Desktop. This step is applicable if the agent is using either Agent Panel or Agent Panel with Designer Desktop.
  4. Save the Agent Desktop by clicking Save Agent Desktop.