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

Warning

You must resolve all email and SMS threads before upgrading the LiveVox platform from U13 to U17. Unresolved email and SMS threads are removed from the Inbox during the upgrade.

Note

If your LiveVox Portal is on the NA3 environment, after the upgrade, your portal and agent links will change as follows: 

  • https://portal.na3.livevox.com/<Client Code>
  • https://portal.na3.livevox.com/<Client Code>/<AgentLogin>


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    New Features in LiveVox U13 Agent Portal

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

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    Launch Meetings in Knowledge Worker

    Mode

    Desktop

    If you are a back-office agent using the Knowledge Worker desktop mode, you can now launch meetings by using a new video conference room application called called Meetings, which appears on the left pane of your Desktop.

    Enhancements in LiveVox U13 Agent Portal

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

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    Chat Notification in Agent Desktop Native Application

    When using Agent Desktop Native Application, you now receive chat notification for incoming messages. You can focus on the conversation by clicking on the notification.

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    Deleting Time-Off Requests

    You can delete the non-work activities (PTO, Doctor Appointment) from your schedules when using Designer Agent Desktop.

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    Email Readability

    To improve readability, email formatting now contains the following enhancements:

    • The original email message is separated from the subsequent messages.
    • All the elements of the email message (for example, sender, recipient, subject, and body) are clearly distinguished from each other.
    • Date and time when the email message was sent appear in the smart date format.

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    Initiating a Script Outside of a Call

    You can now initiate a script on Designer Agent Desktop without being on a phone call.

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    Notifying Agents of Work Schedule

    You are sent a notification in your Work Queue when Non-active time or Published shifts are updated by the manager for Designer Agent Desktop.

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    Recording Calls

    Calls between you and other agents during a warm transfer can now be recorded if the feature is enabled by your manager.

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    Threading

    SMS

    Messages

    Threads

    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 your 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
    • After an SMS thread is resolved by an agent, any new outgoing SMS either through a campaign or through the U-CRM Agent Desktop generates a new SMS thread.
    • If a customer does not respond to an outbound SMS, any subsequent outbound SMS generates a new SMS thread.

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    User Interface (UI) Enhancements of Agent Desktop

    • Agent Panel: A new look of the Agent Panel provides intuitive channel navigation through a vertical layout. The new design is responsive ensuring the agent panel fits as per your need. Also, when logging into the Agent Panel, the new UI minimizes the number of browser windows (no popup window when you log in to agent panel).
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    • Voice Agent Mode: When configured by your manager, provides a default view with a combination of the Agent Panel and Unified Agent Desktop (UAD) as a 25/75 area split on the screen. The view ensures agent productivity with agent panel controls and a UAD Desktop displayed prominently on the screen. 
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    • Digital Agent Mode: When configured by your manager, provides a larger pane for crafting message responses and defaulting to messaging channels at login. This mode has a focus on the messaging channels with a 75/25 area split of messaging channel responses to UAD.
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    • Knowledge Worker Mode: Similar to Digital mode, this mode provides a larger pane for crafting message responses and defaulting to messaging channels at login. This mode has a focus on the messaging channels with a 75/25 area split of messaging channel responses to widgets/designer. If you are a Knowledge Worker, you 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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    • Chat: Agent to agent/supervisor chat and consumer to an agent, have been enhanced to have the same look and feel. You have one single pane to view the different active chats you currently have. Every chat thread will have an indicator on of how many unread chats have come in. Search allows you to search any active chat based on the name of contact or message content. 
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      Messaging supports the exchange of emojis on any chat conversation.
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    • Email: A new layout for the inbox view of an email. While maintaining the plain text version of the email, the new view provides a clear separation of the content and the email details providing a much clearer view for email threads.
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