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Return to User Hub



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rootLiveVox U13 Early Adoption Release Notes



Generating an SMS Through a Ticket WorkflowYou can now configure a Ticket Workflow to generate an SMS for an event.
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This document provides an overview of new features and enhancements to existing features of the LiveVox User Portal in the LiveVox U13 release.

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New Features in LiveVox U13 User Portal 

This section describes the new features in the LiveVox User Portal Early Adoption release.

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Analytics
Analytics
Analytics Tab

You can now view the visual representation of predefined analytics reports in the Analytics tab and make better decisions based on the insights.

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BICIDS
BICIDS
Blocking Inbound Caller IDs

The Block Caller ID editor (under the Voice section of LiveVox Portal) allows you to block inbound caller IDs for a specified duration. You can add, remove, import, export, and search for inbound caller IDs through.

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CDTW
CDTW
Configuring Designer Teckst Widget

Now, you can configure the Teckst widget which enables agents to send SMS from the Designer Desktop. You need to enable the Allow Teckst option and specify the Teckst Client ID under the Properties tab of the desktop page. The system allows you to configure the Teckst widget for the following desktop pages:

  • Contact List
  • Contact Highlight
  • Contact Directory
  • Contact Details
  • Contact Actions
  • Tickets List
  • Work Queue
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  • Contact the LiveVox Customer Care Team for the Teckst Client ID.

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DMFAD
DMFAD
Digital Mode for Agent Desktop

The new Desktop Mode drop-down menu (Agent Desktop editor) allows you to choose either the Voice Agent or Digital Agent mode.

ModeAgent Desktop Options
Voice Agent
  • Agents Panel Only
  • Agent Panel + Extended Panel
  • Agent Panel + Designer
Digital Agent
  • Agent Panel + Extended Panel
  • Agent Panel + Designer

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Viewing Email and SMS Service Providers

You can now view the service providers for email and SMS channels.

Enhancements in LiveVox U13 User Portal 

This section describes the enhancements to existing features in the LiveVox User Portal Early Adoption release.

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AcctViews
AcctViews
Account Dashboard Views

You can now create account dashboard views for yourself, agents, or agent teams to easily find and monitor accounts without the need for a manual search.

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acdsettings
ACD Settings Tab

The ACD Settings tab of the Services window is now renamed Agent Desktop and displayed as a section on the Settings tab.

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AAAHCAWH
Adding an Agent Hourly Cost and Available Work Hours

You can now add an hourly cost for an agent, and the number of hours an agent is available.

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ASOWQ
ASOWQ
Agent Schedule on Work Queue

Managers can now see agent schedules (overlapping) when processing schedule queue tasks.

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Assessor
Assessor
Assessor

The Assessor feature has the following enhancements:

  • Call transcription for Agent and Caller is displayed separately.
  • The following speech analytics attributes are displayed for all voice calls:
    • Agent Talk Time
    • Customer Talk Time
    • Silence Duration
    • Max Silence Duration
    • Max Silence Duration Start Time
    • Talkover
  • Search allows you to filter recordings.

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servicetype
Basic (Auto) Service Type

To improve the U-CRM experience, the AgentReg (Auto) service has been renamed as Basic (Auto) and enhanced with blended multi-channel capabilities.

The Basic (Auto) service is routed through an automated cloud and supports inbound and outbound interactions containing the following features:

  • Outbound voice
  • Inbound voice
  • Attended automated voice campaigns
  • Automated email and SMS campaigns
  • Inbound email and SMS campaigns
  • Bi-directional email, SMS, and chat communication
  • Click-enabled voice, email, or SMS 
Note
  • The Basic (Auto) service does not support the following features:
    • Preview All campaigns
    • HCI or 10DMT campaigns
    • Unattended voice campaigns
    • Whisper voice campaigns
  • If you are using the AgentReg (Auto) service, it will be changed to the Quick Connect (Auto) service during the U13 upgrade.

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BillingDuration
BillingDuration
Billing Duration Report

The Billing Duration report has the following label changes:

  • Report name to Estimated Billing Duration Report.
  • Rounded Duration (Mins) field to Estimated Duration (Mins).
  • Charge field to Estimated Charge.
  • Rounded IVR Duration (Mins) field to Estimated IVR Duration (Mins).

There is also a note added to indicate that the report displays only the estimated values. The invoice that LiveVox sends at the end of each billing cycle contains the exact values.

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Customizing Accounts and Contacts Lists for Agents

You can now hide the Accounts, Contacts, or Tickets tabs in the Accounts List and Contacts List sections of the Agent Desktop.

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Customizing Columns in the Call and Screen Recording Reports

You can now customize the columns that appear in the Call Recording Report and the Screen Recording Report.

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If the Speech Analytics feature is enabled, you can now generate the Call Recording Report for the following attributes for voice calls:

  • Agent talk time
  • Customer talk time
  • Talk duration
  • Silence duration
  • Maximum silence duration
  • Maximum silence start time
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InputFilter
InputFilter
Input Filter Enhancements

The Input Filter feature contains the following enhancements:

  • Allows up to a maximum of 30 substitution entries.
  • Allows you to select today’s date or any other date for Date datatype substitution entries.
  • Supports full name transformations.

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KnowledgeBase
KnowledgeBase
Knowledge Base

The Knowledge Base feature contains the following enhancements:

  • Supports configuration to show or hide article highlights. 
  • Provides options to choose whether to display articles in the Knowledge Base Portal or a new tab. 
  • Allows the addition of tags. 
  • Supports configuration of Categories and Section values available for searching in a Knowledge Base portal. 
  • Displays the related error message if the web crawler or the loading of the article fails. 

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queuemonitoring
Monitoring Email and SMS Queues

You can now monitor the email and SMS queues of agents in real time, including the statuses of the email and SMS threads.

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NAOWSC
Notifying Agents of Work Schedule Changes

Agent Scheduler generates QM Work Queue Notification task for Agents if Non-active time or Published shifts are updated by the manager.

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NTDTOR
NTDTOR
Notifying the Deleted Time-Off Requests

You can now receive notifications when agents delete time-off requests. If there is a pending approval work queue item, the status of the work queue item changes to Cancelled with Agent Cancelled added as the reason.

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PDAS
PDAS
Phone Dial Attempt Supervisor (PDAS)

The PDAS feature has the following enhancements:

  • Determines the trusted partners based on the LVP-Client Trusted Partner configuration, and hence the Trusted Partner tab is now removed.
  • Highlights the violated rules and the reason for the violation.
  • Provides the Export option to allow clients to export their DND list. 

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reportprinting
Printing the Call and Screen Recording Reports

You can now print the Call Recording Report and the Screen Recording Report.

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callrecording
Recording Calls

You can now record calls between agents during a warm transfer. 

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RenameReport
Renaming Account Lookup Report 

The Account Lookup report is now renamed as Contact Lookup report.

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messageretention
Retaining Messages in Personal Inbox

You can now configure the duration for which you want to retain the unresolved email and SMS messages in the personal inbox of agents before the messages are moved to the group inbox.

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UserPref
UserPref
Saving Custom Preferences

Custom preferences such as rearranging and resizing of columns and search criteria in the Assessor screen are saved and displayed when you navigate to other functions in the LiveVox Portal and come back to Assessor, or when you logout from the portal and log back in.

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Searching for a Voice Interaction Based on the Silence Duration

You can now search for a voice interaction based on the duration of silence.

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Specifying Time Period in Inbound Efficiency Report

You can now specify the start time and end time when generating the Inbound Efficiency Report.

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SMSAction
SMSAction
Support for SMS Action

You can now enable SMS notifications to users on their mobile devices. Users can configure an SMS message and a phone number to send the SMS.

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SIVRIJS
Supporting Inbound Volume Report in Job Scheduler

A new, view-only Inbound Phone Volume step is available under the Reporting Step of Job Scheduler.

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smsthread
Threading SMS Messages

If the phone number and the short/long-code SMS number linked to an inbound SMS or a manual SMS campaign are the same as those for a previous interaction, the thread that was used for the previous interaction is now used for the new interaction. If a previous interaction does not exist, or if the SMS campaign is new, a new thread is created.

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  • Inbound SMS messages are those that are sent by customers.
  • Manual SMS messages are one of the following:
    • Messages that are sent by agents in response to messages sent by customers
    • Transactional SMS messages sent by agents
    • Automated messages sent through call flows

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TicketForm
TicketForm
Ticket Form

You can now create more user-friendly forms as designing of a form has the following enhancements:

  • Allows the formatting of static fields, the addition of blank rows, and static URLs.
  • Supports conditional logic where based on the value entered for a ticket field, the form displays the related labels and fields for entry.

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TicketingList
TicketingList
Ticketing List

The Ticketing List has the following updates:

  • You can create ticket list and dashboard views for yourself, agents, or agent teams to easily find and monitor tickets without the need for a manual search.
  • You can perform an Advanced Search based on all custom fields and multiple values for each search field. You can also search against a blank or null field.

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TicketReports
TicketReports
Ticket Report Dashboard

The Ticket Report Dashboard has the following enhancements:

  • You can create ticket dashboard views for yourself, agents, or agent teams to easily find and monitor tickets without the need for a manual search.
  • You can view the total number of accounts assigned to each agent and agent team in the Agent and Agent Teams widgets.

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WorkQueue
WorkQueue
Work Queue

The search feature in the QM Work Queue and QM Work Queue Performance Reports screen is now enhanced to match the standard search across the application.


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