Enabling the Wallboards Application for Agents

You can enable your agents to view LiveVox Wallboards from a 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 fill 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.
   LiveVox Wallboards is integrated with the U-CRM Agent Desktop.

An agent logging in to the U-CRM Agent Desktop can now sign in to the LiveVox Wallboards application 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.