The Client editor under the Services menu lets you configure various dialing defaults and other options used throughout the site. For example, you can update the Client Name, check call center details, and see all your available channels under the Channels tab. On the Billing tab, you can view the available client features. You can also assign necessary phone numbers for your services, view the call and screen recording jobs if enabled, and specify other settings on the portal.

You navigate to the Client editor by selecting Configure > Services > Client from the Navigation Panel and then click Client Site. 

The Client Editor main page contains the following tabs and links:

  • General: Displays the Client ID, Client Code, and the name of the client. See Client Editor - General Tab section for detailed information. 
  • Call Centers: Displays the call centers, the number of services, and the number of campaigns for each call center. See Client Editor -Call Centers Tab section for detailed information.
  • Change History: Displays the changes made to the parameters in the Client editor. See Client Editor - Change History Tab section for detailed information.
  • Billing: Displays the billable add-on products (view only) and the Agent licenses. See Client Editor - Billing Tab section for detailed information.
  • Phone Numbers:  Displays the configured inbound numbers (Number > Service > Message/Call Flow). See Client Editor - Phone Numbers Tab section for detailed information.
  • Job History:  Displays the job histories. See Client Editor - Job History Tab section for detailed information.
  • Jobs: Displays reporting jobs, their steps, and status. You can also configure Call recording and Screen recording jobs. See Client Editor - Jobs Tab section for detailed information.
  • Messaging: Displays the default input filter as well as the Property(s) section. See Client Editor - Messaging Tab section for detailed information.
  • Portal: Displays the settings for Agent Desktop. You can customize the icon that appears at the top left of your SmartReach portal by using the settings on this screen. See Client Editor - Portal Tab section for detailed information.
  • Security: Displays parameters for centralized control over security configuration options for both the SmartReach portal and ACD users. See Client Editor - Security Tab section for detailed information.
  • Settings: Displays the general settings at the client level. See Client Editor - Settings Tab section for detailed information.
  • Services:  Displays the details on each service, including current dialing information, are available here. See Client Editor - Services Tab section for detailed information.
  • Trusted Partners: Displays the trusted partners for the client. The Trusted Partner model allows two SmartReach sites to share data. A Partner is a SmartReach client that needs to have access rights to another SmartReach client to audit or measure their work. The Trusted Partners tab allows viewing which clients and user access levels within those clients may act as a partner for them.  See Client Editor - Trusted Partners Tab section for detailed information.
  • Voice Pool: Displays a list of available voices and selected voices. The Voice Talents accessible when assigning dial attributes to a campaign are controlled here. See Client Editor - Voice Pool Tab section for detailed information.
  • Agent Site: Displays the link to access the SmartReach Agent Desktop sign-in screen.