User Enhancements U9

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Agent to Agent Chat - New Client Editor Portal Tab

With this version the Agent Portal and Portal Customization tabs in the Client editor have been combined into the new Portal tab.  This tab includes the Agent Portal Settings and the LiveVox Portal Settings.

Previously,

Now,

LiveVox has expanded the Chat tab on the agent desktop to allow agents to chat with each other.  Users can configure this feature from the new Configure > Client editor > Portal> Agent to Agent Chat  option.   Enabling this option allows agents to view other agents connected to the voice portal as well as supervisors from the Chat tab.  In addition, with this version, agent can start conversations with their supervisor.  Previously, only supervisors could start chats with the agents.

New View-Only Billing Tab in Client Editor

Billing tab in Client editor - U9

Screen Recording Setting option in Settings tab of Client editor - U8

International Manual Dialing

Outbound Compliance Enabled option in Services editor

Edit Phone screen in Contacts manager

Restrict Launch of Email or SMS based on Consent

Contact Manager Enhancements

Account Ownership Fields

U9 provides users the ability to assign the ownership of a contact in Contact manager to an agent, agent team or both. This allows the users to search and create campaigns based on this assignment. Navigate to Configure > Contacts > Contacts. Under the Contacts tab, click on Add or double click a contact. Users will be presented with the Contact screen. They can utilize the Contact Ownership section of Contact screen to further define the Agent field, Agent Team field or both.

Greater List Segmentation

With this version, the Segmentation editor, basic and advanced search filters in Contacts manager are enhanced to support additional search criterion and dynamic data types. This user friendly segmentation tools can be utilized for day to day campaign management.

• Date field types now support dynamic dates and search operators
  • Available search operators: >, <, =, >=, <=, !=
  • Date Comparisons:  Current Month, Date picker, Number of Days Back, Number of Days from Today, Number of Months Back, Number of Weeks back, Today

U8

U9

• String field types allows dynamic search operators
  • Available search operators:  In, Not In, Starts With, Contains, Regex, Equal To, Ends With, Is Null, Is Not Null
    
    

U9

• Number field types include the following search operators:
  • Available search operators: >, <, =, >=, <=, !=, Is Null, Is Not Null
    
    

U8

U9

• Basic and Advanced search now include the following new search fields:
  
  • Campaign – Filter all records that are included in specific campaign. Only active campaigns are displayed for 30 days.
  • Agent Id – Filter based on Agent associated to a record
  • Agent Team Id – Filter based on Agent Team that is associated to a record
• Account for LiveVox Result (Updated) now includes dynamic dates

Bulk Changes

With this version, users can make changes to the set of filtered Contact manager accounts in bulk using the Bulk Changes button. They can also null out existing value for contact fields and delete fields using the Bulk change. Navigate to Config>Contacts>Contacts>Bulk Changes button.

Bulk Change button in Contacts tab - Contacts manager

The below screenshot shows the Bulk Change window that allows the users to define the category that needs to be changed. For example, user can select category as Change Status to update the Status for the filter set of contacts.

Bulk Change window

Previously, in order to update the data users had a to follow a process of identifying the accounts that need to be updated, export, create layouts, make the required changes and upload them to save the changes.

All standard reports can be scheduled through Job Scheduler

With this version,any standard report can now be scheduled through Jobs Scheduler.  The following report are include as part of this release:

• Extended Campaign Report
• Email Campaign Summary Report
• Call Recording Report
• Clicker Efficiency Report
• Agent Team Summary Report
• Call Monitoring Report
• Call Transfer Report
• Recording Access Report
  
  

Previously Job Scheduler was used to run only some of the standard jobs and client requests were turned down if a report was not on the list to be scheduled.

Asynchronous User Tasks

With this version, DNC uploads are completed asynchronously, meaning users can start DNC uploads and then navigate away from the page to complete other tasks as well as have better insight into the success or failure of DNC uploads.

A new User Tasks option is available under the user drop down menu in the voice portal showing a user’s tasks in queue.

New User Tasks option in User drop down menu

Clicking the user tasks option brings up the User Tasks window which displays the details of 1000 records in descending order of time.

User Tasks window

Users can view the details of the success or failure of the DNC upload in the user tasks window and manually refresh the status by clicking the Refresh button.

• If a record is invalid it is noted in the description and all valid records are uploaded successfully.

• However, if the number of invalid records reaches 25 the entire upload fails and no records will be added to the DNC.

Previously, process to import a file was synchronous and took around 30 minutes to complete the process. Also, users did not have the ability to view the progress of the task.

New Interaction tab in Campaign Details Screen

The Campaign Details screen now displays a new Interaction tab. This tab provides the details of all the interaction attempts made on a particular record.

Call Flow Editor Enhancements

Support for Nested JSON and Array Requests via variable_assignment Module

The Variable Assignment Module assigns values to variables. This module now supports a new Variable Assignment editor which allows users to construct nested JSON and store in a CFE variable. The subsequent call flow can use the CFE variable to consume the nested JSON.

The following types of Nested JSON and array requests are supported under the actions menu in the Variable Assignment editor:

• Auto: Automatically determined from the value and can be String, Number, Boolean or Null.
• Array – An array contains an ordered collection of values.
• Object – An object contains an unordered set of key/value pairs.
• String – Is not determined from the value, but always returned as a String.

To open the Variable Assignment editor. Select the Assignment Expression message property from the variable_assignment module:

Select the icon to open the actions menu.

The actions menu displays the types of supported nested JSON and array requests.

New Consent Module

This version features the new Consent module added to track incoming SMS for key words so that consent flags and DNC entries can be updated automatically.  Supported key words include:

• SMS Opt-In: Start, Begin, Confirm, Subscribe, Continue.
• SMS Opt-Out: Cancel, Unsubscribe, Stop.

The consent module is found under the advanced modules menu:

Consent module significantly reduces the complexity of the call flow from previous versions.  Previosuly:

With this version:

Transactional Email Enhancement - Embedded Image Support Under Email Module

With this version, users can configure embedded image in the email template via the email module. The email module is available under the basic module menu:

  Select the Files to be Attached message property from the email module. This will display a screen from which users can upload images to be embedded to the email template.

The image will be displayed embedded in the sent email messages similarly to the screen displayed below:

New Scheduled Callback Editor

With this versions, users can view all IVR Scheduled Callback and Manual Agent Scheduled Callbacks via Scheduled Callback editor. The Superuser/Sysadmin level users have the ability to view and modify the scheduled callbacks. Manager users are able to view scheduled callbacks.

Scheduled Callback editor provides the users the ability to filter/search for callback entries, also perform various tasks such as confirming in advance, cancelling when needed and for validation of when the callback is scheduled. Navigate to Config>Agents>Scheduled Callback to view the Scheduled Callback editor.

The edit scheduled callback window allows users to modify Scheduled Date, Time, and Agent details. In addition to modifying Scheduled Callback details, users can also cancel the Scheduled Callback as long as it is not queued up for dialing.

Users can view the scheduled callbacks of a Contact by navigating to Config>Contacts>Contacts>Double Click a contact>Scheduled Callback tab.

Users can view the scheduled callbacks of an Agent by navigating to Config>Agents>Agents>Double Click an agent>Scheduled Callback tab.

Screen Recording Enhancements

Screen Recording Controls

Screen Recording Control Enabled option in Agent Desktop

Percentage based screen recording

Previously, when the screen recording was enabled, all the calls were recorded.
This version allows the users to configure the percentage of calls to be screen recorded with audio. This setting is independent of the audio recording setting.

To configure the functionality, navigate to Configure > Agents > Agent Desktop > General > Settings. Specify the percentage of screen recording by using new Screen Recording Control Percentage spin box.

Screen Recording Control Percentage option in Agent Desktop

New Values of Bitrate option for Desktop Native Screen Recording