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You can now view the service providers for email and SMS channels. To facilitate this feature, on the Configure tab, the Email and SMS sections, which contain the Email Channel and SMS Channel options, respectively, are added.

When you click the Email Channel or SMS Channel option, a window appears, displaying the service providers for the selected channel. 

Enhancements in LiveVox U13 User Portal

This section describes the enhancements to existing features in the LiveVox U13 release.

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

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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You can now add an hourly cost for an agent when adding/modifying agent Details. Navigate to Configure > Agents > Agents. Click the Add button or double-click existing agent from General tab. The below screenshot shows the avaialble new option Cost Per Agent-Hr under the Info tab. This option allows you to add an hourly cost for an agent.

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 Also, you can now schedule specific work hours of the days an agent is available. Navigate to Configure > Agents > Agents. Click the Add button or double-click existing agent from General tab. The below screenshot shows the available new Agent Hours tab. You can configure hours of the days by unchecking Not Available checkbox. You need to choose the time by sliding on the time bar. Available time for a day is 0:00 to 24:00 on the scale of 15 minutes. In addition, you view Availability and Total Time for configured days.

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You can now see the schedule of an agent, in the time off (leave) request work queue task. The work shift timing of the agent, corresponding to the time off request is highlighted in yellow and the overlapping time is highlighted in red text.

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If a time off request leads to overlaps, when the you attempts to approve it, a prompt appears to approve or reject, showing information about the overlaps and the assignments that cause overlaps are going to be removed.

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• If you accept the time off request by clicking Yes option, the assignments that cause overlaps (if any) are removed and the time off request is approved.
• If you attempt to reject the time off request by clicking No option, you are prompted with a confirmation window. If you click Yes in confirmation window, the time off request is rejected and the time off request is removed.

To improve the U-CRM experience, the AgentReg (Auto) service has been renamed 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 and inbound voice
• Attended voice campaigns
• Email and SMS campaigns
• Two-way email, SMS, and chat communication
• Click-enabled voice, email, and SMS (with the purchase of U-CRM)

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.

You can now hide the Accounts, Contacts, or Tickets tabs in the Accounts List and Contacts List sections of the Agent Desktop. To facilitate this enhancement, the following changes are made to the Properties tab of the Designer window:

• For the Accounts List property, the Allow Contacts and Allow Tickets checkboxes are added.
• For the Contacts List property, the Allow Accounts and Allow Tickets checkboxes are added.

You can now customize the columns that appear on the Call Recording Report and Screen Recording Report windows. To facilitate this enhancement, the cog iconImage Removedis added to the Results section and the following enhancements are made to the columns in the Results section. Navigate to Review > ACD Reports > Call Recording Report (alternatively WFO > Quality Monitoring > Screen Recording or Call Recording).

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Result columns updates in this version compared to previous version :

• The Original Account Number column is removed from this version.
• The Transfer Connect and Transfer End columns are renamed Start and End, respectively.
• The Transfer Connect Duration column is renamed Recording Duration.
• The Outcome column is renamed Result.
• The Audio Play, Download, Multimedia, and Video Download columns are replaced by the Multimedia column, which contains the following sub-columns:
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  • Image Removed: To download the call recording
  • Image Removed: To download the screen recording
  • Image Removed: To view the multimedia    

The below screenshot shows the generated call recroding report with the updated columns.

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Clicking on view the multimedia icon presents you the following Multimedia screen.

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Also, you can now print the Call Recording Report and the Screen Recording Report. To facilitate this enhancement, the Print button is added to the Call Recording Report and Screen Recording Report.

You can now view the email and SMS settings for your Services. To facilitate this enhancement, in the Email Channel and SMS Channel windows, the Services tab is added.

Input Filter editor has been updated with a new look and feel. Below are the enhancemnts to the Input Filter editor:

• Ability to type and search a value for any drop-down options
• Paginated view instead of scrolling
• Substitution entries have been expanded to 30 possible values with a max character size of 50
• Substitution entries for date data type now supports Today or a Calendar Date Picker
• New Full Name transformations for Contact Manager that either keeps the suffix as they are or spelled out

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The Knowledge Base feature contains the following enhancements:

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You can now monitor email queues of agents in real time, including the status of email threads. To facilitate this enhancement, on the Email tab of the monitor dashboard, the Inbound subtab is added. This subtab contains the following data for the current day:

• Available Agents: Count of agents who are ready to respond to emails
• Email Threads In Group Inbox: Count of email threads in the group inbox
• Email Threads in Agent Inbox: Count of email threads in the inbox of the agents who are logged off
• Unresolved Email Threads: Count of unresolved email threads, which includes threads in both the agent inbox and the group inbox
• Resolved Email Threads: Count of resolved email threads
• Total Email Threads: Count of all email threads, which includes both unresolved and resolved email threads

In addition, the Inbound subtab contains the Email Inbox Monitor table with all email threads. The table contains the following columns:

• Profile: Contains an icon to view the information about the customer who is a participant in the thread
• Thread: Contains an icon to view the entire email conversation that constitutes the thread
• From: Contains the email address of the customer
• Inbox: Contains the email address to which the customer sends an email
• Subject: Contains the subject of the email
• Thread Status: Contains the current status of the thread, which is one of the following values:
  • In Queue: Indicates that the thread is in the group inbox
  • With Agent: Indicates that the thread is in the agent inbox, regardless of the status of the agent (that is, logged on or logged off)
• Agent: Contains the name of the agent if the value in the corresponding Thread Status column is With Agent
• Thread State: Contains the current state of the last message on the thread, which is one of the following values:
  • Unread: Indicates that an agent has not read the message or has marked the message as unread
  • Read: Indicates that an agent has read the message
  • Replied: Indicates that the last message was sent by an agent
• Last Interaction Date: Contains the time stamp of the last interaction on the thread
• Initial Interaction Date: Contains the time stamp of the first interaction on the thread

You can now monitor SMS queues of agents in real time, including the status of SMS threads. To facilitate this enhancement, on the SMS tab of the monitor dashboard, the Inbound subtab is added. This subtab contains the following data for the current day:

• Available Agents: Count of agents who are ready to respond to SMS messages
• SMS Threads In Queue: Count of SMS threads in the group inbox
• SMS Threads With Agent: Count of SMS threads in the inbox of the agents who are logged off
• Unresolved SMS Threads: Count of unresolved SMS threads, which includes threads in both the agent inbox and the group inbox
• Resolved SMS Threads: Count of resolved SMS threads
• Total SMS Threads: Count of all SMS threads, which includes both unresolved and resolved SMS threads

In addition, the Inbound subtab contains the SMS Inbox Monitor table with all SMS threads. The table contains the following columns:

• Profile: Contains a link to view the information about the customer who is a participant in the thread
• Thread: Contains a link to view the entire SMS conversation that constitutes the thread
• From: Contains the phone number of the customer
• Inbox: Contains the short-code or long-code SMS number associated with the thread
• Thread Status: Contains the current status of the thread, which is one of the following values:
  • In Queue: Indicates that the thread is in the group inbox
  • With Agent: Indicates that the thread is in the agent inbox, regardless of the status of the agent (that is, logged on or logged off)
• Agent: Contains the name of the agent if the value in the corresponding Thread Status column is With Agent
• Thread State: Contains the current state of the last message on the thread, which is one of the following values:
  • Unread: Indicates that an agent has not read the message or has marked the message as unread
  • Read: Indicates that an agent has read the message
  • Replied: Indicates that the last message was sent by an agent
• Last Interaction Date: Contains the time stamp of the last interaction on the thread
• Initial Interaction Date: Contains the time stamp of the first interaction on the thread

You are now notified when an agent deletes a time-off request. If a pending approval work queue item exists, the status of the work queue item is changed to Cancelled and Agent Cancelled is added as the reason.

To improve the efficiency of agents, inbound emails and SMSes now appear in the agents' inboxes only when the result of a call flow connector is Operator Transfer.
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Agent Scheduler now generates QM Work Queue Notification tasks for agents if you have updated inactive time or published shifts.

The PDAS feature now has the following enhancements:

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You can now enable the recording of agent side conversation during the warm transfer. To enable this, go to Configure > Services > Client > Settings tab and select the checkbox Record Owning Agent on Primary Channel. By default, this option is disabled.

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

For a given service, 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. To facilitate this enhancement, the Retention Settings section is added to the Settings tab of the Services window. This section contains the following fields:

• Days to Move Inactive Messages Back to Group Inbox: This field contains the value 1 by default. You can, however, change the value. The maximum value that you can select in this field is 14.
• Include Weekends: This checkbox is cleared by default. If you want to include weekends in the duration of retention, select the checkbox.

If the Transcribe All Calls feature is enabled, you can now search for a voice interaction based on the duration of silence. To facilitate this enhancement, the Silence duration greater than option is added to the search window of the Assessor window.

You can now specify the start time and end time when generating the Inbound Efficiency Report. To facilitate this enhancement, the Hour Of Day Range field, which contains the From and To subfields, is added to the Inbound Efficient Report window.

New view-only Inbound Phone Volume step is available under Reporting Step of Job Scheduler. The below screenshot displays available input parameters when generating report through Job Scheduler.

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

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The Ticket Report Dashboard has the following enhancements:

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Return to User Hub

This document provides an overview of the new features and enhancements to existing features of the LiveVox User Portal in the LiveVox U13 release.

New Features in LiveVox U13 User Portal

This section describes the new features in the LiveVox U13 release.

The Block Caller ID editor allows you to create and manage entries to block inbound unwanted caller. You can block inbound caller IDs for a specified duration. In addition, you can add, remove, import, export, and search for inbound caller IDs. Navigate to Configure > Voice < Block Caller ID option, you are presented with the following Block Caller ID editor. You can block the specific Caller ID, add entries in bulk, and manage these entries. In addition, you can export the list of all blocked phone numbers with details in CSV format.

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Now, you can select either voice or digital mode for agent desktop. Navigate to Configure > Agents > Agent Desktop. The Desktop Mode drop-down menu allows you to select from below options.

• Voice Agent: Allows you to configure voice centric agent desktop. This mode logs an agent into the voice channel with a focus on the Unified Agent Desktop.You can select the following agent desktop options. 
  • Agents Panel Only
  • Agent Panel + Extended Panel
  • Agent Panel + Designer
• Digital Agent: Allows you to configure Email, SMS, and Chat centric agent desktop. This mode logs an agent into messaging channels with a focus on consumer digital interactions. You can select the following agent desktop options. 
  • Agent Panel + Extended Panel
  • Agent Panel + Designer
• Knowledge Worker: Allows you to configure desktops for your back-office agents. Knowledge Workers using this mode are automatically placed in the Ready status when they log on. In addition, they are not required to enter an account number when initiating an interaction or enter a termination code when ending an interaction.

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Teckst Widget

You can now enable an agent to send SMS messages through the Teckst platform. To facilitate this enhancement, in the Designer window, on the Properties subtab for the following components, the Teckst section is added:

• Contact Actions
• Contact Detail
• Contact Directory
• Contact Highlight
• Contacts List
• Ticketing
• Tickets List
• Work Queue

The Teckst section contains the Allow Teckst checkbox and the Teckst Client Id text box.

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Viewing Email and SMS Service Providers

You can now view the service providers for email and SMS channels. To facilitate this feature, on the Configure tab, the Email and SMS sections, which contain the Email Channel and SMS Channel options, respectively, are added.

When you click the Email Channel or SMS Channel option, a window appears, displaying the service providers for the selected channel. 

Enhancements in LiveVox U13 User Portal

This section describes the enhancements to existing features in the LiveVox U13 release.

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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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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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Adding an Agent Hourly Cost and Scheduling Work Hours

You can now add an hourly cost for an agent when adding/modifying agent Details. Navigate to Configure > Agents > Agents. Click the Add button or double-click existing agent from General tab. The below screenshot shows the avaialble new option Cost Per Agent-Hr under the Info tab. This option allows you to add an hourly cost for an agent.

 Also, you can now schedule specific work hours of the days an agent is available. Navigate to Configure > Agents > Agents. Click the Add button or double-click existing agent from General tab. The below screenshot shows the available new Agent Hours tab. You can configure hours of the days by unchecking Not Available checkbox. You need to choose the time by sliding on the time bar. Available time for a day is 0:00 to 24:00 on the scale of 15 minutes. In addition, you view Availability and Total Time for configured days.

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Agent Schedule Overlaps on Work Queue

You can now see the schedule of an agent, in the time off (leave) request work queue task. The work shift timing of the agent, corresponding to the time off request is highlighted in yellow and the overlapping time is highlighted in red text.

If a time off request leads to overlaps, when the you attempts to approve it, a prompt appears to approve or reject, showing information about the overlaps and the assignments that cause overlaps are going to be removed.

• If you accept the time off request by clicking Yes option, the assignments that cause overlaps (if any) are removed and the time off request is approved.
• If you attempt to reject the time off request by clicking No option, you are prompted with a confirmation window. If you click Yes in confirmation window, the time off request is rejected and the time off request is removed.

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Basic Service 

To improve the U-CRM experience, the AgentReg (Auto) service has been renamed 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 and inbound voice
• Attended voice campaigns
• Email and SMS campaigns
• Two-way email, SMS, and chat communication
• Click-enabled voice, email, and SMS (with the purchase of U-CRM)

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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. To facilitate this enhancement, the following changes are made to the Properties tab of the Designer window:

• For the Accounts List property, the Allow Contacts and Allow Tickets checkboxes are added.
• For the Contacts List property, the Allow Accounts and Allow Tickets checkboxes are added.

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Call and Screen Recording Reports

You can now customize the columns that appear on the Call Recording Report and Screen Recording Report windows. To facilitate this enhancement, the cog iconis added to the Results section and the following enhancements are made to the columns in the Results section. Navigate to Review > ACD Reports > Call Recording Report (alternatively WFO > Quality Monitoring > Screen Recording or Call Recording).

Result columns updates in this version compared to previous version :

• The Original Account Number column is removed from this version.
• The Transfer Connect and Transfer End columns are renamed Start and End, respectively.
• The Transfer Connect Duration column is renamed Recording Duration.
• The Outcome column is renamed Result.
• The Audio Play, Download, Multimedia, and Video Download columns are replaced by the Multimedia column, which contains the following sub-columns:
  • : To play the audio
  • : To download the call recording
  • : To download the screen recording
  • : To view the multimedia    

The below screenshot shows the generated call recroding report with the updated columns.

Clicking on view the multimedia icon presents you the following Multimedia screen.

Also, you can now print the Call Recording Report and the Screen Recording Report. To facilitate this enhancement, the Print button is added to the Call Recording Report and Screen Recording Report.

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Email and SMS Service Settings

You can now view the email and SMS settings for your Services. To facilitate this enhancement, in the Email Channel and SMS Channel windows, the Services tab is added.

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Input Filter Editor

Input Filter editor has been updated with a new look and feel. Below are the enhancemnts to the Input Filter editor:

• Ability to type and search a value for any drop-down options
• Paginated view instead of scrolling
• Substitution entries have been expanded to 30 possible values with a max character size of 50
• Substitution entries for date data type now supports Today or a Calendar Date Picker
• New Full Name transformations for Contact Manager that either keeps the suffix as they are or spelled out

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Knowledge Base

The Knowledge Base feature contains the following enhancements:

• Supports configuration to show or hide article highlights. 
  
  
• 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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Monitoring Email Queues

You can now monitor email queues of agents in real time, including the status of email threads. To facilitate this enhancement, on the Email tab of the monitor dashboard, the Inbound subtab is added. This subtab contains the following data for the current day:

• Available Agents: Count of agents who are ready to respond to emails
• Email Threads In Group Inbox: Count of email threads in the group inbox
• Email Threads in Agent Inbox: Count of email threads in the inbox of the agents who are logged off
• Unresolved Email Threads: Count of unresolved email threads, which includes threads in both the agent inbox and the group inbox
• Resolved Email Threads: Count of resolved email threads
• Total Email Threads: Count of all email threads, which includes both unresolved and resolved email threads

In addition, the Inbound subtab contains the Email Inbox Monitor table with all email threads. The table contains the following columns:

• Profile: Contains an icon to view the information about the customer who is a participant in the thread
• Thread: Contains an icon to view the entire email conversation that constitutes the thread
• From: Contains the email address of the customer
• Inbox: Contains the email address to which the customer sends an email
• Subject: Contains the subject of the email
• Thread Status: Contains the current status of the thread, which is one of the following values:
  • In Queue: Indicates that the thread is in the group inbox
  • With Agent: Indicates that the thread is in the agent inbox, regardless of the status of the agent (that is, logged on or logged off)
• Agent: Contains the name of the agent if the value in the corresponding Thread Status column is With Agent
• Thread State: Contains the current state of the last message on the thread, which is one of the following values:
  • Unread: Indicates that an agent has not read the message or has marked the message as unread
  • Read: Indicates that an agent has read the message
  • Replied: Indicates that the last message was sent by an agent
• Last Interaction Date: Contains the time stamp of the last interaction on the thread
• Initial Interaction Date: Contains the time stamp of the first interaction on the thread

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Monitoring SMS Queues

You can now monitor SMS queues of agents in real time, including the status of SMS threads. To facilitate this enhancement, on the SMS tab of the monitor dashboard, the Inbound subtab is added. This subtab contains the following data for the current day:

• Available Agents: Count of agents who are ready to respond to SMS messages
• SMS Threads In Queue: Count of SMS threads in the group inbox
• SMS Threads With Agent: Count of SMS threads in the inbox of the agents who are logged off
• Unresolved SMS Threads: Count of unresolved SMS threads, which includes threads in both the agent inbox and the group inbox
• Resolved SMS Threads: Count of resolved SMS threads
• Total SMS Threads: Count of all SMS threads, which includes both unresolved and resolved SMS threads

In addition, the Inbound subtab contains the SMS Inbox Monitor table with all SMS threads. The table contains the following columns:

• Profile: Contains a link to view the information about the customer who is a participant in the thread
• Thread: Contains a link to view the entire SMS conversation that constitutes the thread
• From: Contains the phone number of the customer
• Inbox: Contains the short-code or long-code SMS number associated with the thread
• Thread Status: Contains the current status of the thread, which is one of the following values:
  • In Queue: Indicates that the thread is in the group inbox
  • With Agent: Indicates that the thread is in the agent inbox, regardless of the status of the agent (that is, logged on or logged off)
• Agent: Contains the name of the agent if the value in the corresponding Thread Status column is With Agent
• Thread State: Contains the current state of the last message on the thread, which is one of the following values:
  • Unread: Indicates that an agent has not read the message or has marked the message as unread
  • Read: Indicates that an agent has read the message
  • Replied: Indicates that the last message was sent by an agent
• Last Interaction Date: Contains the time stamp of the last interaction on the thread
• Initial Interaction Date: Contains the time stamp of the first interaction on the thread

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Notification About Deleted Time-Off Requests

You are now notified when an agent deletes a time-off request. If a pending approval work queue item exists, the status of the work queue item is changed to Cancelled and Agent Cancelled is added as the reason.

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Notifying Agents of Inbound Emails and SMSes

To improve the efficiency of agents, inbound emails and SMSes now appear in the agents' inboxes only when the result of a call flow connector is Operator Transfer.

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Notifying Agents of Work Schedule Changes

Agent Scheduler now generates QM Work Queue Notification tasks for agents if you have updated inactive time or published shifts.

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Phone Dial Attempt Supervisor (PDAS)

The PDAS feature now 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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Recording Agent Side Conversation

You can now enable the recording of agent side conversation during the warm transfer. To enable this, go to Configure > Services > Client > Settings tab and select the checkbox Record Owning Agent on Primary Channel. By default, this option is disabled.

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Renaming Account Lookup Report

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

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Retaining Messages in Personal Inbox

For a given service, 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. To facilitate this enhancement, the Retention Settings section is added to the Settings tab of the Services window. This section contains the following fields:

• Days to Move Inactive Messages Back to Group Inbox: This field contains the value 1 by default. You can, however, change the value. The maximum value that you can select in this field is 14.
• Include Weekends: This checkbox is cleared by default. If you want to include weekends in the duration of retention, select the checkbox.

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Searching for a Voice Interaction Based on the Silence Duration

If the Transcribe All Calls feature is enabled, you can now search for a voice interaction based on the duration of silence. To facilitate this enhancement, the Silence duration greater than option is added to the search window of the Assessor window.

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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. To facilitate this enhancement, the Hour Of Day Range field, which contains the From and To subfields, is added to the Inbound Efficient Report window.

New view-only Inbound Phone Volume step is available under Reporting Step of Job Scheduler. The below screenshot displays available input parameters when generating report through Job Scheduler.

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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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Tickets Reports 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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