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• Client ID: The LiveVoxplatform-assigned unique identifier code.
• Client Code: The LiveVox The platform-assigned company name identifier.
• Name: The client name, as displayed at the top of the LiveVox Portal (LVP)portal.
• Created By: The LiveVox resource that The name of the personnel who created your site.
• Last Modified By: The last person who adjusted modified a setting in the Client editor.

A breakdown of current call centers and basic compositiontheir services and campaigns.

The Billing tab of the Client window window enables you to view the billable platform features.  Features Features that are enabled on your LiveVox Portal (LVP) display platform display a green checkmark; those that are disabled display a red checkmark.

General

• Encrypted Fields: Enables you to modify the label of up to five dedicated encrypted fields for the Contact entity.
• Trusted Partners: Enables you to add trusted partners to your LVPplatform. 

• Single Sign On: Enables you to log in to the LiveVox Portal platform through a 3rd party identity provider such as Okta.

• API: Enables access to public APIs. 

  Info

  LiveVox The platform Application Programming Interfaces (APIs) help integrate the functionality of the LiveVox platform with third-party applications, such as customer relationship management (CRM) systems and other systems that you use to manage your accounts and calling lists. You can also use the APIs to build custom applications that make use of LiveVox the features of the platform, such as custom Agent Desktops and reporting dashboards.

Channels

• Voice Channel: Enables the voice channel for communication between agents and customers.
  

  Info
  You can assign the voice channel to an agent through the Channels tab of the Agent Details window.

• SMS Channel: Enables the Short Message Service (SMS) channel for communication between agents and customers. 

  Info
  You can assign the SMS channel to an agent through the Channels tab of the Agent Details window.

• Email Channel: Enables the email channel for communication between agents and customers. 

  Info
  You can assign the email channel to an agent through the Channels tab of the Agent Details window.

• Chat Channel: Enables the chat channel for communication between agents and customers. 

  Info
  You can assign the chat channel to an agent through the Channels tab of the Agent Details window.

WFO

• Agent Scheduling: Enables you to create shifts for your agents and then assign shifts to your agents.
• Advanced Agent Scheduling: Enables you to use the advanced options for agent scheduling, such as the Adherence dashboard and forecast history. For information about the Adherence dashboard, see Work Force Optimization (WFO) > Workforce Management > Agent Schedule Adherence Help. For information about forecast history, see Work Force Optimization (WFO) > Workforce Management > Agent Schedule Forecast History Help.
• Work Queue: Enables you to view e-learning, agent scheduling, and arbitration tasks.
• E-Learning: Enables you to access e-learning tools within the portal and manage e-learning content.
• Agent Assist: Enable you to access Agent Assist tools that use speech-to-text processing to help your agents with necessary information and guidance during interactions.

Speech IQ

• QM: Enables you to use the Quality Monitoring tools.
• Speech Analytics: Enables you to analyze your recorded calls.

• Advanced TTS: Enables you to select advanced Text-to-Speech (TTS) engines (Amazon and Google) within contact flows and phrases. 

  Info
  These TTS engines provide high-fidelity speech synthesis that sounds natural.

• Transcribe All Calls: Enables you to transcribe your calls.
• Sentiment Analyze All Calls: Enables you to analyze your recorded calls based on the sentiment of the customer.
• Sentiment Analysis Realtime: Enables you to analyze the sentiment of your interactions in real time.
• Call Summarization: Enables you to obtain a summary of the calls for further analysis.
• Intent Identification: Enables you to identify the intent in the interactions.

Recording

• Call Recording: Enables you to record calls between your agents and customers.
• Screen Recording: Enables you to record screens during a call between your agents and customers.

Analytics

• BI Analytics: Enables you to replace static reporting with fast graphical views of operational data. 

  Info
  LiveVox Analytics The platform analytics provides an integrated, highly scalable, and secure cloud Business Intelligence solution to create insightful and actionable intelligence that leverages your LiveVox platform data.

Contact Management

• Attempt Supervisor: Enables you to access Attempt Supervisor to set a limit for the maximum number of contact attempts to an account or a phone number, as part of the dialing compliance plan for a user.
• Accounts: Enables you to manage accounts and use them in association with contacts and tickets.

• Designer Script: Enables you to create and manage the Agent Desktop experience by designing desktops for agents. It uses an interface that enables you to preview the Agent Desktop as you design it (that is, the What You See Is What You Get system). It contains components and containers that are used to display the contact information (CRM) on the Agent Desktop and targeted scripts for guiding an agent to perform specific activities. 

  Info
  U-Script comes with the Designer Desktop, so you don't need a separate license.

Customer Care

• Ticketing: Enables ticketing.
• Knowledge Base: Enables the Knowledge Base portal.

UCaaS

• Emergency Services: Enables your agents to make an enhanced 911 (E911) call.
• Meetings: Enables you to join or schedule meetings on the Agent Desktop or through the Meetings mobile application.
• Chat: Enables agents to chat with other agents.
• PBX: Enables the LiveVox cloudplatform cloud-based hosted IP PBX (Internet Protocol-based Private Branch Exchange) service tailored for back-office users who do not want to rely on a Customer Premises solution.

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

• Licenses: List of available 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.

Allows a view of the end-to-end configuration of inbound numbers (Number > Service > Message/Call Flow).
Phone Number:

• 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 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.
• Emergency Service Activation Status: Allows you to search the phone numbers based on their emergency service activation status.  Select a status from the drop-down list and click the search icon.

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 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  Select the Mail option to assign the phone number to a mail campaign.
  • SMS: Select  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  Displays the last activity date.

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

• Emergency Service Activation Status: Allows you to search the phone numbers based on their emergency service activation status.  Select a status from the drop-down list and click the search icon. 
• Call Center: Allows to select the required call center.
• Created By: Displays the LiveVox resource that Displays the name of the person who created the number.
• Last Modified By: Displays the Last resource that adjusted Displays the name of the last person who modified a setting in the Phones Column grid.
• Filter: Filters the list of displayed entities by type.
• Associated Entities: The Associated Entities section shows if an Inbound number is part of a LCID package, Call-In Group, Agent Audio Path, Service Caller ID, Message template or Agent Phonebook.

To re-assign Local Caller ID packages to a different Inbound Service, click the Associate Service button. 

To disassociate a service, select the inbound phone number row and click X under the Disassociate Service column to disassociate services from a number. The record you selected is highlighted in green. Once you select Save, the associated service is removed.

Standard Jobs

Jobs

Reporting jobs, their steps, and status are available from this section. You cannot edit or create new Reporting Jobs from here.

The Portal tab of the Client window window enables you to configure the settings for the Agent Desktop and the LiveVox Portal.The following table describes the fields that appear on the Portal tabplatform.

Agent Portal Settings: 

• Agent Desktop: Default Automatic Call Distributor (ACD) screen for agents.

  Note
  This value is used only if the corresponding field in the service does not contain a value.

• Supervisor to Agent Chat:Indicates if a supervisor can initiate a chat with an agent.

• Default Agent Phonebook: Default phonebook for agents. 

  Note
  This value is used only if the corresponding field in the call center or service does not contain a value.

• Agent Call In Number Groups: Enables you to manage call-in numbers for your agents through the Agent Call In Number Groups window. 
• Use Agent Desktop Audio: Indicates if an agent can establish an audio connection by using their computer audio.
• Use Websockets: Indicates if the Agent Desktop uses the WebSockets protocol.

LiveVox Portal Settings

• Click over this area to upload a new image: Enables you to upload a unique icon to your portal by using the Apply button. This icon appears on the top-left corner of your portal. 

Centralized control over security configuration options for both LiveVox Portal (LVP) , the platform users and agents.

Single Sign On

LiveVox The platform allows login to LiveVox Products various products by using 3rd party Identity Providers (supports Okta). Using Single Sign On (SSO) administrative settings, permitted users can easily configure and manage Identity Provider settings.

Enable Single Sign On: Click on the slider to enable or disable the Single Sign On functionality.

• Authentication Standard: Login standard to use for SSO. Available options are as below:
  • SAML: SAML is an acronym of the Security Assertion Markup Language (SAML). This is the default option.
    
    • Url where you can get the SAML Metadata: Add the link of the SAML metadata file and click the green arrow. This auto-populates the Single Sign On URL, Issuer URL, and Certificate X.509 fields.
    • Single Sign On URL: The location where Livevox the platform will hit access to initiate the authentication process.
    • Issuer URL: It is also known as entity ID. It is used to validate the assertion.
    • Certificate X.509:  SAML uses a certificate to verify signed assertions.

    • Need Help?: Click on the See Instructions link. In this new window, you will find the required information to fill in your IDP configuration setup. 
      

      Info
      You need to add sign-in URLs for the User and Agent.

  • OIDC: OIDC is an acronym for OpenID Connect.
    • Authorization ID: An authorization ID is an identifier that represents a set of privileges.
    • Authorization Secret: An Authorization secret is a secret known only to your application and the authorization server.

    • Isuer URL: It is also known as entity ID. It is used to validate the assertion.
      

      Info
      Your IDP provides the info about Authorization ID (Client ID) and Authorization Secret (Client secret).

    • Need Help?: Click on the See Instructions link. In this new window, you will find the required information to fill in your IdP configuration setup. 

General

• Password Expire Days: Sets the number of days for the password expiration. Applies to both users and agents.

• Max Failed Login Attempts LVP: Sets the number of password attempts after which the user is locked out
• Max Failed Login Attempts Agent: Sets the number of password attempts after which the agent is locked out

• Password Reuse Restriction Count: Sets the number of previous passwords that the user or agent cannot reuse when resetting the password. The minimum and default value for this field is 4 and the maximum value is 25.
• Browser Session Security:- Requires users to log back in any time the browser is closed
• Password Strength: By using a password strength slider, you can configure the password strength to Medium, Strong, or Very Strong (left to right). Hover the mouse on the password strength slider to get the description about the password requirements.

• Admin Set Passwords Are Temporary: LVP users  The platform users and agents must change the password on the first login or when updating the password by the permitted LVP platform user.

Session Timeout

You can enable or disable the session timeout parameters. 

• Browser Session Security: To ensure security, enable this parameter for the users and agents to login log in every time they launch the LVP in a browser.
• Inactivity Timeout: You can set the inactivity timer for intervals of 5 mins, 15 mins, 30 mins, 1hr1hour, 2 hrshours, or 1 day. After the lapse period of the inactivity timeout inactivity exceeds the timer interval, a warning message appears to the user .
  or agent. You can stay logged in by performing some activity in any of the tabs.
  

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  If you have multiple tabs open, and you are working in one tab, the session remains active for all tabs. If all tabs are inactive, the session ends after it reaches the time duration set in the Inactivity Timeout field. This setting applies to users and agents.

  
  
• Show Inactivity Warning (Agent/User)Show Inactivity Warning (Agent/User): Set this parameter to display Inactivity an inactivity warning for users and agents before the session is timed out. For example, if you set 1minthe inactivity timer is set to 5 mins, a warning message appears one minute before the inactivity timer is activated and the user or the agent has to login must log in again.
• Maximum Session Timeout: You can set the browser session timeout for 5 mins, 15mins, 30 mins, 1hr, 2hrs, 1 day, or 7 days. This setting enables the user or the agent to stay in the session according to the setting maximum time a session can stay active. After the maximum timeout is reached, even if you are active, the session is logged out and you must log back in. For example, if you set the Maximum Session Timeout to 2 hours, after 2 hours, the session is logged out automatically.

Subnet IP 

List of permitted IPs that can access the LVPplatform. Permitted users can add/delete the IPs, as well as export files in .csv format.

Details on each service, including current dialing information, are available here. Using the cog icon in the upper right hand corner, you can specify the inclusion of fields, order, and which field is used to sort the list. Double-clicking a service name opens the Services editor.

A Trusted Partner model allows two LiveVox sites of the platform to share data. A A partner is a LiveVox platform client that needs to have access rights to another LiveVox client of the platform to audit or measure that client's work. The Trusted Partners tab enables you to view which clients and user access levels within those clients can act as a partner.

Once the partner is added by LiveVoxthe platform, 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 of the platform 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. 

The Voice Talents available to assign to campaigns are controlled here (Available Voices column). Moving a Voice to the right column (Selected Voices) does not make them truly available. The appropriate audio must be stored in that Voice's database for all of your phrases. Missing audio can result in calls prematurely disconnecting. Contact customercare@livevox.com to the Customer Care team to enable voice talents for your site.