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Table of Contents

Agent to Agent Chat - New Client Editor Portal Tab


With this version the Agent Portal and Portal Customization tabs in the Client editor have been combined into the new Portal tab.  This tab includes the Agent Portal Settings and the LiveVox Portal Settings.

 

Previously,

 

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Now,

 

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LiveVox has expanded the Chat tab on the agent desktop to allow agents to chat with each other.  Users can configure this feature from the new Configure > Client editor > Portal> Agent to Agent Chat  option.   Enabling this option allows agents to view other agents connected to the voice portal as well as supervisors from the Chat tab.  In addition, with this version, agent can start conversations with their supervisor.  Previously, only supervisors could start chats with the agents.

 

Contact Manager Enhancements

Account Ownership Fields

U9 provides users the ability to assign the ownership of a contact in Contact manager to an agent and/or agent team. Users can now utilize the Contact Ownership section of the selected contact and further define the Agent/Agent Team fields. This allows the users to search and create Campaigns based on this assignment. Navigate to Config>Contacts>Contacts>Double Click a Contact>General tab.

 

 

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