With Designer Desktop, your agents can easily navigate between consumer channels while on a call. You can create and design an agent's desktop per the business request. Using the designer, you can ensure that agents get all the required information quickly on their desktops. Creating and designing an agent desktop using the Contact Center CRM tool is easy and does not require coding knowledge. With a few steps, your agent desktop is ready to be used by an agent. 

You can follow the sections given below as they describe the process and steps required for creating an agent desktop:

  1. Log in to the SmartReach portal as a Manager, System Administrator, or Super User. 

    • You can create an agent desktop using the above roles.
    • SmartReach provides a default desktop for the agents, but to customize the agent desktop, you must have a Contact Center CRM license. For more information on Billing details, see Billing Tab.
  2. Accessing a Designer Desktop
  3. Creating a Designer Desktop
  4. Designing an Agent Desktop Page
  5. Managing an Agent Desktop
  6. Working with the Settings, Preview, and Change History Tabs
  7. Defining Element Properties
  8. Publishing a Designer Desktop
  9. Assigning a Designer Desktop to an Agent Desktop
  10. Accessing the Designer Desktop on an Agent Desktop
  11. Managing a Designer Desktop