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General

  • Encrypted Fields
  • : Enables you to modify the label of up to five dedicated encrypted fields for the Contact entity.
  • Trusted Partners
  • : Enables you to add trusted partners to your LVP. 
Expand
titleBilling

The Billing tab of the Client window enables you to view the billable platform features. Features that are enabled on your LiveVox Portal (LVP) display a green checkmark; those that are disabled display a red checkmark.

Info
  • To enable a feature, contact your Account team.
  • Not all billable features appear on the Billing tab.

The following table describes the billable features.

SectionFeatureDescription
Info

A Trusted Partner model allows two LiveVox sites to share data between each other.

  • Single Sign On
  • : Enables you to log in to the LiveVox Portal through a 3rd party identity provider such as Okta.
  • API

  • : Enables access to public APIs. 

    Info

    LiveVox Application Programming Interfaces (APIs) help integrate the functionality of the LiveVox platform with third-party applications, such as customer relationship management (CRM) systems and other systems that you use to manage your accounts and calling lists. You can also use the APIs to build custom applications that make use of LiveVox features, such as custom Agent Desktops and reporting dashboards.

Channels

  • Voice Channel

  • : Enables the voice channel for communication between agents and customers.

    Info

    You can assign the voice channel to an agent through the Channels tab of the Agent Details window. 

  • SMS Channel

  • : Enables the Short Message Service (SMS) channel for communication between agents and customers. 

    Info

    You can assign the SMS channel to an agent through the Channels tab of the Agent Details window. 

  • Email Channel

  • : Enables the email channel for communication between agents and customers. 

    Info

    You can assign the email channel to an agent through the Channels tab of the Agent Details window. 

  • Chat Channel

  • : Enables the chat channel for communication between agents and customers. 

    Info

    You can assign the chat channel to an agent through the Channels tab of the Agent Details window. 

WFO

  • Agent Scheduling
  • : Enables you to create shifts for your agents and then assign shifts to your agents.
  • Advanced Agent Scheduling
  • : Enables you to use the advanced options for agent scheduling, such as the Adherence dashboard and forecast history.
  • For information about the Adherence dashboard, see Work Force Optimization (WFO) > Workforce Management > Agent Schedule Adherence Help.
  • For information about forecast history, see Work Force Optimization (WFO) > Workforce Management > Agent Schedule Forecast History Help.
  • Work Queue
  • : Enables you to view e-learning, agent scheduling, and arbitration tasks.
  • E-Learning
Enables you
  • : Enables you to access e-learning tools within the portal and manage e-learning content.
  • Agent Assist
  • : Enable you to access Agent Assist tools that use speech-to-text processing to help your agents
with 
  • with necessary information and guidance during interactions.

Speech IQ

  • QM
  • : Enables you to use the Quality Monitoring tools.
  • Speech Analytics
  • : Enables you to analyze your recorded calls.
  • Advanced TTS

  • : Enables you to select advanced Text-to-Speech (TTS) engines (Amazon and Google) within contact flows and phrases

    Info

    These TTS engines provide high-fidelity speech synthesis that sounds natural.

  • Transcribe All Calls
  • : Enables you to transcribe your calls.
  • Sentiment Analyze All Calls
  • : Enables you to analyze your recorded calls based on the sentiment of the customer.
  • Sentiment Analysis Realtime

  • : Enables you to analyze the sentiment of your interactions in real time.
  • Call Summarization

  • : Enables you to obtain a summary of the calls for further analysis.
  • Intent Identification
  • : Enables you to identify the intent in the interactions.

Recording

  • Call Recording
  • : Enables you to record calls between your agents and customers.
  • Screen Recording
  • : Enables you to record screens during a call between your agents and customers.

Analytics

  • BI Analytics

  • : Enables you to replace static reporting with fast graphical views of operational data. 

    Info

    LiveVox Analytics provides an integrated, highly scalable, and secure cloud Business Intelligence solution to create insightful and actionable intelligence that leverages your LiveVox data.

Contact Management

  • Attempt Supervisor
  • : Enables you to access Attempt Supervisor to set a limit for the maximum number of contact attempts to an account or a phone number, as part of the dialing compliance plan for a user.
  • Accounts
  • : Enables you to manage accounts and use them in association with contacts and tickets.

Designer

  • Designer Script

  • : Enables you to create and manage the Agent Desktop experience by designing desktops for agents. It uses an interface that enables you to preview the Agent Desktop as you design it (that is, the What You See Is What You Get system). It contains components and containers that are used to display the contact information (CRM) on the Agent Desktop and targeted scripts for guiding an agent to perform specific activities. 

    Info

    U-Script comes with the Designer Desktop, so you don't need a separate license.

Customer Care

  • Ticketing
  • : Enables ticketing.
  • Knowledge Base
  • : Enables the Knowledge Base portal.

UCaaS

  • Emergency Services
  • : Enables your agents
to make an enhanced
  • to make an enhanced 911 (E911) call.
  • Meetings
  • : Enables you to join or schedule meetings on the Agent Desktop or through the Meetings mobile application.
  • Chat
  • : Enables agents to chat with other agents.
  • PBX
  • : Enables the LiveVox cloud-based hosted IP PBX (Internet Protocol-based Private Branch Exchange) service tailored for back-office users who do not want to rely on a Customer Premises solution.

The Agent Licenses section provides the table (view-only) with the following counts for Active Agent, SMS, Email, and Chat Licenses.

  • Licenses: List of available licenses.
  • Allotted: Number of allotted agents.
  • Assigned: Number of assigned agents.
  • Available: Number of available agents.
  • Unique Agent MTD Login: The count of unique agent logins for the current month till date.

...

Agent Portal Settings

  • Agent Desktop

  • : Default Automatic Call Distributor (ACD) screen for agents.

Expand
titlePortal

The Portal tab of the Client window enables you to configure the settings for the Agent Desktop and the LiveVox Portal.

The following table describes the fields that appear on the Portal tab.

Section

FieldDescription
Note

This value is used only if the corresponding field in the service does not contain a value.

  • Supervisor to Agent Chat
    • :Indicates if a supervisor can initiate a chat with an agent.
    • Default Agent Phonebook

     
    • : Default phonebook for agents. 

      Note

      This value is used only if the corresponding field in the call center or service does not contain a value.

    • Agent Call In Number Groups
    • : Enables you to manage call-in numbers for your agents through the Agent Call In Number Groups window. 
    • Use Agent Desktop Audio
    • : Indicates if an agent can establish an audio connection by using their computer audio.
    • Use Websockets
    • : Indicates if the Agent Desktop uses the WebSockets protocol.

    LiveVox Portal Settings

    • Click over this area to upload a new image
    • : Enables you to upload a unique icon to your portal by using the Apply button. This icon appears on the top-left corner of your portal. 
    Note

    Before you can upload an icon, ensure that it meets the following criteria:

    • Maximum size: 720 pixels (width) and 540 pixels (height)
    • Minimum size: 128 pixels (width) x 36 pixels (height)
    • Recommended size: 385 pixels (width) and 108 pixels height)
    • Minimum resolution: 150 pixels per inch
    • Recommended resolution: 300 pixels per inch
    Info

    To revert to the original image, use the Reset Image button.

    Expand
    titleSecurity

    Centralized control over security configuration options for both LiveVox Portal (LVP) users and agents.

    Single Sign On

    LiveVox platform allows login to LiveVox Products using 3rd party Identity Providers (supports Okta). Using Single Sign On (SSO) administrative settings, permitted users can easily configure and manage Identity Provider settings.

    • Enable Single Sign On: Click on the slider to enable or disable the Single Sign On functionality.

      Info
      • Once you have a user/agent set up with valid emails, you can enable SSO.
      • Email Attribute is case-sensitive.
      • Emails sent must match exactly what is in the user or agent email field.


    • Authentication Standard: Login standard to use for SSO. Available options are as below:
      • SAML: SAML is an acronym of the Security Assertion Markup Language (SAML). This is the default option.
        • Url where you can get the SAML Metadata: Add the link of the SAML metadata file and click the green arrow. This auto-populates the Single Sign On URL, Issuer URL, and Certificate X.509 fields.
        • Single Sign On URL: The location where Livevox will hit to initiate the authentication process.
        • Issuer URL: It is also known as entity ID. It is used to validate the assertion.
        • Certificate X.509:  SAML uses a certificate to verify signed assertions.
        • Need Help?: Click on the See Instructions link. In this new window, you will find the required information to fill in your IDP configuration setup. 

          Info

          You need to add sign-in URLs for the User and Agent.


      • OIDC: OIDC is an acronym for OpenID Connect.
        • Authorization ID: An authorization ID is an identifier that represents a set of privileges.
        • Authorization Secret: An Authorization secret is a secret known only to your application and the authorization server.
        • Isuer URL: It is also known as entity ID. It is used to validate the assertion.

          Info

          Your IDP provides the info about Authorization ID (Client ID) and Authorization Secret (Client secret).


        • Need Help?: Click on the See Instructions link. In this new window, you will find the required information to fill in your IdP configuration setup. 

    General

    • Password Expire Days: Sets the number of days for the password expiration. Applies to both users and agents.
    Note
    iconfalse

    When implementing a password expire period for the first time, or reducing the number of days in the current period, all agents should be logged out to prevent any call interruption due to password expiration. In addition, if your portal uses any LiveVox Custom Applications (Scripter, for example) or you are unsure if you have integrated these types of apps, reach out to your Account Management team before adding, removing or making any changes to the Password Expire Period, because this can interrupt any active LiveVox Custom Applications. 

    • Max Failed Login Attempts LVP: Sets the number of password attempts after which the user is locked out
    • Max Failed Login Attempts Agent: Sets the number of password attempts after which the agent is locked out
    Note
    iconfalse

    The value of Max Failed Login Attempts LVP and Max Failed Login Attempts Agent must be between 1 and 9. Zero, null, and characters are invalid.

    • Password Reuse Restriction Count: Sets the number of previous passwords that the user or agent cannot reuse when resetting the password. The minimum and default value for this field is 4 and the maximum value is 25.
    • Browser Session Security:- Requires users to log back in any time the browser is closed
    • Password Strength: By using a password strength slider, you can configure the password strength to Medium, Strong, or Very Strong (left to right). Hover the mouse on the password strength slider to get the description about the password requirements.


    Info
    titleNote

    If you change your password strength policy, for example, if you update your policy so that all passwords must meet the Strong Password level rather than the Medium Password level, the policy applies to all newly created users and agents immediately. However, this policy will only apply to existing users and agents when the system indicates that they must reset their passwords.

    • Admin Set Passwords Are Temporary: LVP users and agents must change the password on the first login or when updating the password by the permitted LVP user.
    Info
    iconfalse

    If the permitted LVP users change the password for their own user account, they are not prompted to change the password.

    Session Timeout

    You can enable or disable the session timeout parameters. 

    • Browser Session Security: To ensure security, enable this parameter for the users and agents to login every time they launch the LVP in a browser.
    • Inactivity Timeout: You can set the inactivity timer for intervals of 5 mins, 15 mins, 30 mins, 1hr, 2 hrs, or 1 day. After the lapse of the inactivity timeout a warning message appears to the user.
    • Show Inactivity Warning (Agent/User): Set this parameter to display Inactivity warning for users and agents before the session is timed out. For example, if you set 1min, a warning message appears one minute before the inactivity timer is activated and the user or the agent has to login again.
    • Maximum Session Timeout: You can set the browser session timeout for 5 mins, 15mins, 30 mins, 1hr, 2hrs, 1 day, or 7 days. This setting enables the user or the agent to stay in the session according to the setting.

    Subnet IP 

    List of permitted IPs that can access the LVP. Permitted users can add/delete the IPs, as well as export files in .csv format.

    ...