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Single Sign-On for PDASTrusted Partners

Enhancements

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Overview

This document provides an overview of the features and functionality included in Phone Dial Attempt Supervisor (PDAS) v12.0.

Note

PDAS v12.0 can be configured with your LiveVox Portal for LiveVox U10 and later versions. Contact the LiveVox Customer Care Team to upgrade to PDAS v12.0. The trusted partners for any client on PDAS v12.0 must be configured in the LiveVox Portal.

New Features

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Trusted Partners Model 

The trusted partners configuration is now moved to the LiveVox Portal. Contact the LiveVox Customer Care Team to add the Trusted Partners add-on to your site.

  • The Trusted Partners tab on the Client editor of the LiveVox Portal allows to view/manage which clients and user access levels within those clients may act as a partner for them. A partner is a LiveVox client that needs to have access rights to another LiveVox client to define PDAS rules.
  • Cross environment PDAS is no longer supported.

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Export Capability for DNDs

The DND tab now provides the export option to allow you to export the DND list. To export the DND list, click the Export button in the lower-right corner.

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You are presented with a delimiter, header, and browser time options. Select the required options and click the Export button. A CSV file containing the rules is downloaded to your system. 

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User

Interface 

New Button

Previously, there was a Image Added button in the lower-right corner to create Rules/Exclusions. It is now renamed New and moved to the upper-left corner.Image Added

Filter Options

Previously, the Filter option was available as a drop-down.

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Now, the Search box is renamed Filter and moved to the upper-right corner. The Filter box allows you to search the specific value you want to search. Clicking on the Image Addedbutton provides you the advanced search with the multiple search options.

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Rule Validation Alerts

If the rule violates one or multiple criteria from the below list, then you can view the violated rules with the alert icon highlighting in red and the reason for the violation. 

  • More than 3 clients on a rule when using the trusted partners model
  • More than 5 rules match per interaction
  • The total amount of conditions within each rule across Call Centers, Services, Term Codes and/or Zip Codes variables exceeds 15

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LiveVox Customer Care Contacts

24 Hour Customer Care Line: (888) 477-3448
LiveVox Customer Care Email: customercare@livevox.com
 
This document is an unpublished work protected by the United States copyright laws and is proprietary to LiveVox, Inc. (“LiveVox”).  Disclosure, copying, reproduction, merger, translation, modification, enhancement, or use by anyone other than authorized employees, clients or licensees of LiveVox, and its affiliate companies, without the prior written consent of LiveVox, is prohibited.  This document is intended as a guide to assist users of systems provided by LiveVox, and does not constitute the provision by LiveVox of any legal or compliance advice.  Compliance by authorized clients or licensees of LiveVox with all applicable local, state, federal, or foreign laws and regulations is the sole responsibility of those authorized clients or licensees.  Further, features and services that rely on third party performance are subject to the errors and omissions of those third parties, over which LiveVox has no control.  LiveVox therefore disclaims all liability resulting from or arising out of any services supplied by or through any third-party vendor or any acts or omissions of the applicable third party vendor.  Additionally, LiveVox makes no representations or warranties with respect to the accuracy of content supplied by parties other than LiveVox. 

For Internal and Client Use Only


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