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Support for Customized Export Format in Contact Manager

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rootLiveVox U14 Early Adoption Release Notes




Feature 1

<Brief description of the feature without screenshots or procedures.>

Feature 2

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Data Management

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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 U14 release.

New Features 

This section describes the new features in the following product categories.

Controls

Data Management

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  • Feature 1
  • Feature 2

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    Agent Thread Limits

    You can now specify the number of unresolved chat, email, and SMS threads that each agent can add to their inbox.

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    Customized Contact Views

    You can now easily segment, track, prioritize, or manage contacts by creating customized views of contacts for yourself and your agents.

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    Export and Import of Accounts and Tickets

    You can now manually export and import accounts and tickets. In addition, you can enable your agents to import accounts and tickets.

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    Knowledge Worker Desktop Mode

    Your back-office agents who are using the Knowledge Worker desktop mode are automatically placed in the Ready status when they log on.

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    Lookup Module

    The account lookup and phone lookup modules are now replaced with the lookup module. The lookup module has the following features:

    • Performs a lookup within the services or the Contact Manager to associate an interaction with a relevant contact record based on the variable you define
    • Supports multiple channels such as inbound chat, email, and SMS

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    SMS through Ticket Workflow

    You can now generate SMS notifications based on events (for example, status change) through a ticket workflow.

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    Support for Customized Export Format in Contact Manager

    Previously, you You can only configure Agents export fromat through Export Format editor. Now, you can also configure now configure an export format for contact export. This allows you to export contacts using this configured export format in as a text file from the Contact manager.

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    Enhancements

    This section describes the enhancements in the following product categories.

    Manager.

    Insight

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    Email and SMS Threads on the Monitor Dashboard

    You can now perform the following actions on email and SMS threads on the monitor dashboard:

    • Assign a thread that is in the group inbox to an agent.
    • Reassign a thread that is in an agent's inbox to another agent.
    • Move a thread that is in an agent's inbox back to the queue.

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    Monitor Dashboard for Chat Queues

    You can now monitor the chat queues of your agents in real time, including the status of chat threads and any ongoing chats.

    Non-Voice

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    WhatsApp Campaign

    You can now create WhatsApp Campaigns.

    Note

    This feature is currently in the Beta phase of development.

    Quality

    Controls

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    Anchorenhctrl1enhctrl1Feature 1

    <Brief description of the feature without screenshots or procedures.>

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    Support for External Links for E-Learning

    You can now specify external links when uploading E-Learning content.

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    Filter E-Learning Assignments

    The E-Learning Assignment page now contains an option to filter the assignment records.

    Voice

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    Artificial Intelligence (AI) Agents

    This version introduces a new Virtual Agent AI integration model to allow specific AI vendors to support AI agents through existing APIs. AI-enabled service facilitates communications with customers, providing the highest level of service while driving the best possible customer service experience.

    Enhancements

    This section describes the enhancements in the following product categories.

    Anchorenhctrl2enhctrl2Feature 2

    <Brief description of the feature without screenshots or procedures.>

    Data Management

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    Renaming

    Call Flow Editor

    The Call Flow Editor is now renamed the Contact Flow Engine to reflect the multiple channels of communication offered by LiveVox.

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    ticketsmsGenerating SMS Through Ticket Workflow

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    Campaign Jobs

    You can now generate an SMS based on an event (for example, status change) through a Ticket Workflow.

    U14 CLIENT RN:

    Generating SMS Through Ticket Workflow

    You can now generate an SMS based on an event (for example, status change) through a Ticket Workflow. To facilitate this enhancement, the following changes are made:

    In the Ticketing Config window, on the Design subtab of the Workflows tab, in the Action Type drop-down list box, the Send SMS option is added.

    Info

    The Ticketing Config window appears when you go to TicketingTickets Config on the Configure tab.

    schedule up to 20 campaign jobs (instead of four) through the Contact Manager.


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    Contact Manager Search

    You can now search the Contact Manager for contact records that do not contain any value in a field. In addition, when performing a search in the Contact Manager based on the Account for Livevox Result option, you can add multiple additional search criteria.

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    Contact Notes View

    The Notes tab in the Contact Details window of the Contacts editor displays only the most recent 5000 contact notes, based on the modification date. 

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    List Data Type

    When configuring a field, you can now add up to 50 values to the LIST data type.

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    Segmentation Criteria

    You can now add multiple segmentation criteria for the Dialed in last 'x' days for Livevox Result field.

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    Contact Update in Script Builder

    You can now integrate contact update functionality in Script Builder. This allows agents to update and save contact details at any time during a call.

  • In the Contact Flow Engine (formerly called the Call Flow Editor), in the Expressions section of the Expression Builder window, the Account and Ticket fields (both standard and custom) are added to enable you to define the email and SMS messages generated through the Ticket Workflow.

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    Email and SMS Channels

    Inbound Email Routing

    Inbound emails are now routed to services based on email addresses instead of domains.

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    SMS Pacing

    You can now view the following information about your email and SMS channels in the Email Channel and SMS Channel windows, respectively:

    • Configured email addresses, long codes, and short codes
    • Agents who have access to the channels
    • Email and SMS settings for the services
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    You can access the Email Channel and SMS Channel windows through the Email and SMS sections of the Configure tab.

    control the rate at which SMSes are sent to your customers for a given service.

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    Web Widget

    The Web Widget now has the following enhancements:

    • When your customers begin a chat, they are provided with automated interactive messages and options, which aim to condense the conversation based on their response, before they are connected to an agent.
    • Before deciding to chat with an agent, your customers can attempt to find the information they need by using relevant Knowledge Base articles, which appear as they type their message in the text box of the Web Widget.
    • Your customers no longer need to reopen the Web Widget to continue chatting with the agent as they navigate to other pages on your website.
    • Your customers can rate a chat.
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    Merging

    Agent and Call Center Monitor Dashboards

    The monitor dashboard for call centers now also includes agent data pertaining to agents.

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    Agent Availability on Monitor Dashboard

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    At the call center level of the monitor dashboard for the voice channel

    is now enhanced to include charts and enable you to manually switch among the inbound, outbound, and blended modes.

    , you can now view the count of agents who are ready to receive calls from an inbound service.

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    Visual Enhancements to Call Center Settings

    You can now view all available call centers in Call Center settings. When you select a call center, you are presented with General, Services, and Change History tabs. The General tab allows you to view or update the general information of the call center. You can also view services information and change history from the respective tabs.

    Note

    The Campaigns tab is no longer available in Call Center settings.

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    Visual Enhancements to Reports

    The following visual enhancements were made to the Reports section in U14.

    • ACD Reports section is renamed Agent Reports.
    • The following visual enhancements were made to Reports:
      • New Export and Print buttons.
      • New Date Picker window which can be opened by clicking on the calendar icon. Calendar icons for From and To date and Advanced Date Configuration link is removed.
      • Customize the Result columns by clicking the cog icon (exception Recording Events Report and Call Statistics Report).
    • The above visual enhancements are applicable to the following Reports:

      • Agent Summary Report: Successful Operator Transfer result field is renamed Successful Op Transfer.

      • Agent Team Summary Report:  Successful Operator Transfer result field is renamed  Successful Op Transfer .

      • Clicker Efficiency Report

      • Estimated Billing Duration Report

      • Call Monitoring Report: First Monitoring Type result filed is renamed to Monitoring User. Also, the Original Account Number filed removed from the Search Criteria and Result.

      • Call Transfer Report: The Original Account Number filed removed from the Search Criteria and Result.

      • Voicemail Recording Report: Audio play / Download columns combined.

      • Email Campaign Summary Report: Graphical presentation is available under the Charts section with Delivered and Other data. Results are presented in the form of tiles.

      • Service Efficiency Report

      • Call Statistics Report: Graphical presentation of Call Statistics is updated with a single line graph.

      • Recording Events Report

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    Voice Monitor Dashboard

    The monitor dashboard for the voice channel is now enhanced to include charts and enable you to manually switch among the inbound, outbound, and blended modes.

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    Voicemail Recording Report

    The Voicemail Recording Report now has the following enhancements:

    • You can download up to 5 recordings from the generated report by selecting the recording and clicking the Bulk Download button.
    • Downloaded recording audio file name format is improved. The new format is <date>_<phone number>.mp3. For Example, 05_13_2020_2_31_36_AM_6503517485.mp3
    • Under the Status result column, you can view the status of voicemail (heard by the agent or not heard) with icons (Image Added/Image Added).
    • You can use Image Addedicon to play the voicemail audio or Image Added icon to download the voicemail.

    U14 CLIENT RN:

    Merging Agent and Call Center Monitor Dashboards

    The monitor dashboard for call centers now also includes data pertaining to agents. As a result, the menu on the Monitor tab now contains only the Call Centers and Service Groups options.

    Voice Monitor Dashboard

    The Voice section of the monitor dashboard is now enhanced as follows:

      You can manually switch among the inbound, outbound, and blended modes through the respective tabs.

      Info

      The default view is still based on the number of calls per direction.

    • The Monitor and Agents subsections display information in graphical view regardless of the number of assigned Call Centers or Services. You can also switch to the tabular view.
    • The data on the Agent Detail tab of the Agent Detail window is categorized into General and Charts sections.

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      The Agent Detail window appears when you double-click a row in the Agents subsection.

    • The Service Monitor subsection displays charts that represent the daily inbound statistics for the service. You can also switch to the tabular view.
    • In the Activity subsection:
      • The Revise button, which was used to revise limits, is replaced with the Revise icon (the Revise iconImage Removed). 
        • The Revise Limit window contains only the Voice and SMS tabs.
      • Change History icon (the Change History iconImage Removed) is added for viewing the changes made to pacing.
    • The Outcomes & Costs subsection is split into two sections (Outcomes and Costs).
    • In the Campaigns subsection, the filtering options (Today's, Active, and Playing) appear in a drop-down list box.
    • The various subsections are scrollable, eliminating the need to resize or drag them.>