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You can enable your agents to view Wallboards from a U-CRM Agent Desktop.

Before You Begin

  • Ensure that a U-CRM Agent Desktop has been created.
  • Record the name of the Designer Desktop associated with the U-CRM Agent Desktop.

To integrate Wallboards with a U-CRM Agent Desktop:

  1. Log in to the LiveVox Portal.

  2. Access the Designer Desktop.

    The Designer tool displaying the Design subtab appears.

  3. In the left pane, select the page where you want Wallboards to appear, and then, in the Elements section, click Frame.
    The External App section appears on the canvas.

  4. Optional: On the Properties tab, in the Title field, enter a title for the External App section.

    The default title is External App. The title displayed in the Title field appears on the Agent Desktop.

  5. In the URL field, enter the Wallboards link provided by LiveVox.
  6. Optional: To automatically display the client name in the Wallboards Sign in window when the window appears on the Agent Desktop:
    1. On the Properties tab, click Configure Query URL Params.
      The Query URL Params Setup window appears.
    2. Click Add Parameter.
    3. In the Enter a key cell of the Name column, enter clientName.
    4. In the Enter a value cell of the Value column, enter your client name.
    5. Click Save.
  7. On the Desktops tab, click Save.
    Wallboards is integrated with the U-CRM Agent Desktop.

An agent logging in to the U-CRM Agent Desktop can now sign in to Wallboards to view the performance dashboards.

If you performed the optional Step 6, the value you entered in the Value column appears as the client name in the Wallboards Sign in window of the Agent Desktop, as seen in the following image.

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