Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column
width20%

Excerpt Include
Product Webinars
nopaneltrue
Product Webinars


Column
width80%

Table of Contents

UI Enhacements

This version provides enhancements for existent components across the voice portal:

  • Added support for collapse/expand functionality.
  • Added support
    • Is Draggable
    • Is Rezisable
    • Hide on Esc
    • Close button (top-right corner).
  • Added click handlers on tabs to allow binding actions to them.

Object Ids with Object Names in Drop-downs

This feature provides a new option to display the object Id in drop-down lists across the voice portal.  On the GUI Settings menu select Show Object ids with Object Names in drop-downs.  When checked, all drop-down menus will show the Id of the each option listed. This option is by default unchecked. This only applies to drop-down lists where the text names and IDs are different (i.e. this is not applicable for drop-down lists such as rates, versions, etc.).

When unchecked,

When checked,

Improved Visibility of the Help Panel

Since previous versionsPreviously, on any page of the Voice Portal, users could access the context-sensitive help panel by clicking the arrow icon on the upper right corner of the screen.

 

This version enhances the visibility of the help panel by changing the arrow icon to a question mark. Click on Help the question mark icon Image Added to access the help panel Image Removed.

 

Contact Manager Enhancements

New System Fields in Contact Manager

Four new system fields are now available in Contact Manager:

  • Salutation
  • Description
  • Department
  • Title

Contact Manager Imports Enhancements to Input Filter and Fields Editor

The contact import process is enhanced to provide better user experience in U10.

Fields Editor view is now paginated instead of a scroll

Call Flow Editor Enhancements

List Return Support for the Phone Lookup Module

With this version, additional list return functionality within the phone lookup module provides an improved experience for customers in multi-phone match scenarios.  This offers added support for list return where there may be more than one Phone ANI match within Contacts.  This is especially helpful when the caller has more than one account.  This feature includes:

  • Up to 5 matches for the Phone lookup can be returned as a Contact match.
  • A configurable Multi-Match Prompt Phrase which can be configured to relay to the caller that there are multiple matches for their phone number.
  • A new call flow event connector for MultiMatch which can then be configured to prompt the caller to enter their account number for further validation.

The phone lookup module uses a support_multiple_records flag for backward compatibility.

 

New Properties Panel 

Previously, users needed to double-click on a module to view its properties.

This version allows users to view the properties of a module in the new Properties Panel on the right side when the module is selected.

 

Integration of Customer Chat

This version provides integration of the Customer Chat feature to the voice portal.  The Customer Chat feature is now integrated into the Billing tab of the Client editor.

 

 

ACD Mode for Service Type HCI as Read-Only Field 

This version of the voice portal makes the ACD Mode option, when Service Type HCI is selected, a read-only field in the Services editor.

 

Service Inbound SMS & Inbound Email Message

This Inbound Email message and Inbound SMS message options are now exposed in the Settings tab of the Services editor, under Contact rules. These options select the inbound message template that will be applied to inbound email or SMS.

 

Normalized Custom Columns in Report Writer 

This version of the voice portal normalizes custom columns in Report writer.  Enhancements include:

  • Shows Contact instead of Account and Account Details in Table option.
  • Renamed ACCT_TRANSACTION  to Transaction.
  • Renamed ACCT_CALL_ATTEMPT_RESULTS to Interaction.

Previously,

With this version,

 

New Values in Segmentation Editor

With this version, two new values are added under Manage Criteria setting of the Segmentation editor. Navigate to Config>Campaigns>Segmentation>Manage Criteria>Add Criteria to utilise the following fields for creating Contact source criteria:

  • Dialed in last 'x' days - Allows users to include accounts that have been dialed within a specific window, day, or within a number of days/weeks/months.

  • Dialed in last 'x' days for Livevox Result - Allows users to include accounts that have been dialed within a specific window, day, or within a number of days/weeks/months, and had a specific result. (Livevox Result drop-down is only visible for Dialed in last 'x' days for Livevox Result field).



Append Handling with Priority

Previously, records sent via the Append Campaign Record feature were prioritized based on the target service dialing sort.  Appended records generally fell into two categories:

  1. Append "normal records" to an ongoing campaign with normal priority.
  2. Append "hot records" to an ongoing campaign where Priority dialing is required immediately.

With this version, enhanced campaign append functionality is now available where the service level dialing sort can be superseded for priority record handling allowing appended campaign records to be handled with priority over existing campaign records.  

Note

Contact client services to configure Append Handling with Priority.


Select Allow Append at the service level and campaign or campaign template levels to enable this feature. 

 

Call Recording Speech Analytics

This version introduces new Call Recording speech analytics which provide transcription and sentiment analysis after a recording is complete. This allows for post-call analysis. The Call Recording report provides a transcription which displays the customer and agent conversation. Sentiment Analysis is also provided with the new Neutral bar. The bar position will display the overall sentiment of the call, varying from an unsatisfying experience to a satisfying experience from left to right.

When enabled users will see the Call Transcription and Sentiment Analysis options checked in the Billing tab of the Client editor.

 

Note
Contact client services to enable Call Transcription and Sentiment Analysis on call recordings.

 

Integration of PDAS

This version now provides integration of PDAS to the voice portal. This is displayed in the Billing tab of the Client editor:

The integration allows users to access all PDAS functions and features within the voice portal without having to open a different webpage.

 

Further enhancements:

  • Expired blocks under the DND tab are now retained for 60 days instead of 14 days. This allows users to better track and audit historical blocks on PDAS.
  • Users are now able to configure PDAS rules with Phone+Contact Group restrictions.
  • Rules created in PDASfor phone numbers can be associated to multiple Contact Groups.

 


Note
Only Phone Numbers can be restricted with a Contact Group association.

 

Email/SMS Channels Configuration Fields 

This version provides enhanced Email/SMS functionality for agents. For complete setup support of Email/SMS configurations the following fields are now exposed to users.

Channels Tab

  • For any SMS Engine configurations exposed the following:
    • Authorization Key
    • Authorization Id
    • Authorization password

 

Note
Each engine requires different configurations which can be configured w/ different combinations of the above.

Email Channel options:

SMS Channel options:

 

Agent Inbox Multi-Channel Configuration

Previously, inbound SMS and Inbound Email were not routed to agents.  This version provides:

  • Ability to assign the unassigned/unread SMS and Email to the agent.
  • Ability to check the SMS and Email Queue for the agent.
  • Ability to reply back to the SMS or Email.
  • Ability to provide result/status to the conversation.

SMS, Email and Chat response is provided with an optional channel for agents. Agents can be assigned these channels via Agent Desktop editor.

Once assigned, agents can handle Email, SMS or Chat response so long as they log into the service wherethese messaging channels are configured to route to. 

  • Inbound Email routing is based on associating the domain to a service.
  • Inbound SMS routing is based on where the originating outbound SMS is launched from.
  • Inbound Chat routing is based on what service the Chat Routing Token is assigned to.
  • Services with SMS, Email or Chat configured, require an associated inbound Email, inbound SMS or inbound Chat Message template selected in the Settings tab of the Services editor. 

 

 

...