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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.

The following table describes the billable features.

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

• Caller ID - Package ID - Allows users to select a CID package from the drop-down list. The package contains a list of toll free numbers, local caller ID numbers or a combination of both, any one of which (depending on geography) is designed to be displayed on a call recipient’s caller ID. Clicking on the link next to the Caller ID - Package ID drop-down menu opens the CID Package section.
• Inbound Message - Selects the assigned inbound message. Clicking on the link next to the Inbound Message drop-down menu takes you to the Messages screen.

Inbound Phone:

Search for, view, and edit inbound phone numbers and their mappings. Search options include:

• Filter - Available options are: All, City, Inbound Number, and State.
• Search By -  Available options are: Starts with, Contains, Ends with, and Regex.
  
• Number Type - Available options are: Agent at ready in, Agent Direct Line, Callback, Caller ID, Extension, Group voice mail, Inbound, Other, and Personal voice mail.
• Routing URL - Allows users to select a Routing URL from the drop-down list when available.
  
• LCID Package - Allows users to select an LCID package from the drop-down list. The package contains a list of local caller ID numbers, any one of which (depending on geography) is designed to be displayed on a call recipient’s caller ID.
• Status - Active or inactive.

Double-clicking on the inbound phone number row opens the Edit Phone screen, which allows you to update the associated inbound service, status, and description of the inbound phone number. The Edit Phone screen displays the following options: 

• Inbound Number - Displays the phone number listed as the inbound number.
• Description - Optional field that allows users to add notes/description.
• Direct Line for Agent - Displays the inbound phone number associated as direct line for an Agent. The associated Inbound number populates when the option is set up by the LiveVox Customer Care Team or you can search and assign the Inbound number as Direct Line by using the drop-down list.
• Number Type - Displays the number type for the phone number (possible values are Agent at ready in, Agent Direct Line, Callback, Caller id, Extension, Group voice mail, Inbound, Other, and Personal voice mail).
• Number Usage - Displays the usage of a phone number. The phone number usage can be associated to the following:
  • Email - Select the Email option to assign the phone number to an email campaign.
  • Mail - Select the Mail option to assign the phone number to a mail campaign.
  • SMS - Select the SMS option to assign the phone number to an SMS campaign.
  • Voice - Select the Voice option to assign the phone number to a voice campaign.

• Inbound Service - Assigns an inbound service to the phone number. Click the link next to the Inbound Service drop-down menu to select a service.
• State - Identifies the state registered to the primary address of the contact.
• City - Identifies the city registered to the primary address of the contact.
• Status - Displays the editable field for the current status of the phone number. Possible values include Active and Inactive. 
• Activity Date - Displays the last activity date.

• Provisioned Date - Displays the date on which the phone number was assigned to the service.

• Associated Entities - Displays the entities that have the selected inbound phone assigned.
• Filter- Filters the list of displayed entities by type.

To re-assign Local Caller ID packages to a different Inbound Service, click the Associate Service button. This opens the Associate Service screen. Select the inbound phone number row and click Disassociate Service to disassociate services from a number. The record you selected is highlighted in green. Once you select Save, the record is removed.

A Trusted Partner model allows two LiveVox sites to share data. A Partner is a LiveVox client that needs to have access rights to another LiveVox client to audit or measure their work. The Trusted Partners tab allows to view which clients and user access levels within those clients may act as a partner for them.

Once the partner is added by LiveVox, you (as a sysadmin) can view the widget for the partnered client with the icon. You need to approve the partnered client by clicking on the Approve button. To view the Approve button in the widget, hover the mouse on the widget.

Clicking on the icon displays the details of the third-party company or another LiveVox portal that is set up for you. If you want to remove the partner, hover the mouse on the widget and click the Revoke button. You can also undo the revoke action by clicking on the Undo button.