Agent Desktop Native

To benefit from our most up-to-date and robust security updates, we recommend that you upgrade all machines using ADN to Version 9.0. By upgrading to ADN 9.0, you are also set for a marked improvement in reliability, functionality, security, and your agents' experience. To begin the easy upgrade process, we invite you to reach out to our Customer Care Team or your dedicated Account Team at your earliest convenience.

This document provides a summary of the changes across the different releases of the Agent Desktop Native (ADN) application, and instructions on how to download, install, configure, and use the ADN application. This document is intended for individuals responsible for the setup and training of contact center agents, and individuals with access to agent desktop configurations.

ADN is an application that is designed to enhance the agent experience. It offers the following features:

• Enables browser-independent access to the agent desktop
• Uses integrated voice through Web Real-Time Communication (WebRTC)
• Access to a screen recording feature
• Enables the use of Desktop Native commands 

• The ADN 8.0 application is the last version that supports Windows 8.1. 
• The ADN 9.0 application supports Windows 10, Windows 11, Mac OS, Ubuntu 20.04 (Debian 10), Ubuntu 22.04 (Debian 11), and Citrix (Windows 10). This document provides instructions for installation on Windows, Mac, and Linux systems.

Summary of Changes

The following table summarizes the changes to the ADN application across different releases.

ADN Platform Compatibility

Before upgrading to the platform release, ensure that you have upgraded your ADN version according to the above ADN Platform Compatibility table.

Downloading the ADN Application

You can download the ADN 9.0 application to the agent’s desktop either through the LiveVox Portal, Agent Sign-In page, or by contacting the LiveVox Customer Care Team.

Downloading ADN through the Agent Sign-In Page

To download the ADN application through the Agent Sign-In page, navigate to the Agent Sign-In page, sign in with your credentials, and then click the Get The App link.

Your browser automatically detects the correct download file for your operating system.

Installing the ADN Application

After downloading ADN, follow the procedure below to install the application.

Installing ADN on Windows

1. Run the agent-desktop-native-<version>.exe file to launch the installer. The following message appears.
   
2. Click Yes to begin the installation process. An Agent Desktop Native Setup window appears.
   
3. The application is installed on the local machine. You can launch the ADN application from the applications folder, or the icon placed on the desktop.
   

Installing ADN Using the Microsoft Software Installer (MSI) Package

If the Windows administrator prefers to manage bulk installations and upgrades rather than allowing agents to self-service, an MSI package is available for use with typical administration and automation tools.  Additionally, by using an MSI Transform (MST) file, you can customize this package to pre-populate the client code and other configuration information. The following is an example of using the MSI with an MST and a custom config.json file, to perform a preconfigured administrator installation of ADN.

• This applies only to the Windows platform.
• Contact the Customer Care Team for the MSI installer package and the MST overlay. 

1. Copy the Microsoft installer package ADN 9.0.msi and config.mst file to the specific folder. For example, C:\temp\ADNInstall\
2. Create the config.json file using Notepad. Save the file in the same folder and add {"clientCode":"Value"} to the file. Update the Value field with your appropriate Client code. For example, {"clientCode":"DocFall23"}.
3. Open the Windows command prompt and go to the MSI package directory. For example, cd C:\temp\ADNInstall\
4. Execute the following command:
   msiexec /i agent-desktop-native-9.0.msi TRANSFORMS=config.mst

• After successful installation, you should find the custom preconfigured config.json file in C:\Program Files\Agent Desktop Native. 

• The file in this location provides the default settings for ADN, and is in addition to any user-level config adjustments that are saved to C:\Users\username\AppData\Roaming\Agent Desktop Native on a per-user basis.

When upgrading the ADN version, the installation works as follows:

• The EXE installer removes the previous EXE installation.
• The MSI installer removes any previous installation.
• The MSI installer requires administrator privileges to run, so agents might be unable to upgrade their ADN installation if an MSI installation is used.
• The EXE installer does not remove the previous MSI installation. If you try to use an EXE installer to upgrade an ADN version installed using an MSI installer, the following message appears:
  

Using ADN on Linux

The ADN application for the Linux operating system is released as an AppImage. You do not need to install the ADN application. You can run ADN from the command line or by double-clicking on the AppImage file. 

After downloading the AppImage file, locate the file at your desired location and provide the permissions according to your requirements. 

For example, $ chmod 700 agent-desktop-native-9.0.0.AppImage

The AppImage requires libfuse 2 to run correctly. In cases like Ubuntu 22, which comes with libfuse 3 by default, you must manually install libfuse 2; otherwise, the following message is displayed:

Configuring the ADN Application

You can configure the Agent Desktop Native settings on the Configure tab of the LiveVox Portal. Log in to the LiveVox Portal with an account that has administrator privileges and navigate to Configure > Agents > Agent Desktop. Double-click the required agent desktop row. Select the Desktop Native tab from the Edit Agent Desktop window. The Desktop Native tab is available by default in the Edit Agent Desktop window of the LiveVox admin portal. 

1. Click the Associated Entities tab and ensure that the selected desktop is associated with the service to which the agent must log in. You can configure the association in the Client or Service editor.
   
2. On the Desktop Native tab, ensure that the Native Mode is set to Optional or Required. The Native Mode drop-down menu has the following options:
   • Disabled: Agent cannot log in using ADN.
   • Optional: Agent can use the browser or ADN to log in.
   • Required: Agent can log in only using ADN.
     
3. Choose an Update Strategy to define the version of the Agent Desktop Native application:
   • Ok: No restriction to use any version of ADN.
   • Ask: If an agent has a different version installed than the one configured for the site, a pop-up window prompting an update appears. An update notification appears after the agent logs in to the Agent Desktop Native application and selects a service.
     
   • Force: After login, the update process installs and starts the new version without intervention. The update automatically launches when an agent logs in to the ADN application and selects a service.
     
4. Set Whitelist Addresses to define trusted domains. If the domain is not added in the Whitelist address list, the agent desktop displays an error message. 
   

• By default, only the trusted LiveVox domains are listed. This mechanism blocks the loading of resources that do not match the information contained on the whitelists. Click the ellipsis next to the Whitelist Addresses to open the Whitelist Addresses pop-up window that allows you to view and manage the list of all the approved addresses for the Desktop Native application.
  • Add:  Adds a new entry. Enter the address to be added as a whitelisted address in the Address field.
    The whitelist address should be in the Uniform Resource Locator (URL) format. You can specify the whitelist address to allow multiple domain addresses with single whitelist entry by using the following conventions.
    • * matches any character besides /
    • ** matches any character including /
    • If the address does not contain * or **, then all characters match literally.
      

    Examples:

    • *://somedomain.com/** – Matches any page at somedomain.com.
      For example, https://somedomain.com/foo/index.html
    • *://*.somedomain.com/** – Matches any page at a subdomain of somedomain.com.
      For example, https://www.foo.somedomain.com/foo/index.html
    • *://** – Matches any page at all (usually not recommended except for debugging, but possibly useful for knowledge-workers)
    • *://*somedomain.com – Matches any domain ending in somedomain.com
       This is not recommended since it will match items, such as https://evilattackersomedomain.com/evil.html
    • https://*.somedomain.com/** – Matches any subdomain of somedomain.com, but only if it is https.
    • *://login.somedomain.com/login/* – Matches pages in the /login/ path on login.somedomain.com, but it does not match https://login.somedomain.com/login/images/logo.png because that's in a subdirectory.
    • *://login.somedomain.com/login/** – Matches pages in the /login/ path and all subdirectories on login.somedomain.com and it does match https://login.somedomain.com/login/images/logo.png 
  • Delete: Deletes an entry. Select the address and click the Delete button to delete an entry.
  • OK: Click OK to save the changes.
  • Close: Click Close to discard the changes. 
    
• If you have a single-sign-on provider, you must allow access to the provider. For example, *://yourcorp.okta.com/** 
• To discover what URLs need to be whitelisted, check the information in any of the BLOCKED errors that appear in the application window or the ADN logs.  For more information about the ADN logs, go to the ADN Logs section of this document.

Configuring ADN on an Agent Workstation

1. Launch the ADN application.
    
   You are prompted to configure your client code by the following message.
   

   • Show notification: When selected, chat notifications appear on the screen through the minimized ADN application from the system tray.
   • Keep running minimized in system tray when window is closed: When selected, the ADN application runs in the background even if the ADN application window is closed by using the cross (X) button. You can open it again using the ADN icon from the system tray. If this option is not selected, clicking on the cross (X) button exits the ADN application.
   • Notify when minimized to system tray: When selected, the following notification appears if you minimize the ADN application window to the system tray by closing the ADN application.
     

   • Client Code: Specify your client code. If you do not know your client code go to Step 2; otherwise, go to Step 3.

     

     Alternatively, you can set the Client Code from the Settings options.

     • On a Windows system, go to Application > Settings.
     • On a Mac system, go to Agent Desktop Native > Settings.
2. To copy your Client Code, go to the General tab of the Client editor.
   

3. Enter or paste your Client Code in the Agent Desktop Native-Settings window, and click the Save button.
   

4. Specify your login credentials and click Next.
   

   

   • You can select the Remember Me checkbox to save your Login ID for the next logins. Your password is not saved.
   • You can use the Clear option to remove your entered credentials.
   

   If you are logging in through SSO, the below screen (sample screens for Okta) appears:

   

   1. Click Next. The identify provider (IdP) credential screen appears.
      
   2. Enter your credentials.
   3. Click Sign In. The second authentication screen appears.
      
   4. Send a Push notification to your device or enter the code for verification.
5. In the Service drop-down menu, select a service to which you want to log in, and then click Sign In.
   

Now, you are logged into the agent desktop. Depending on the selected service, you are prompted to either dial in or connect by using your computer audio using WebRTC.

To get the detailed versions and the paths information that ADN is using for configurations and logs:

1. Go to Application > About Agent Desktop Native.
   
2. The Agent Desktop Native - About window appears.
   
3. Click the version number. The Versions and Paths detailed information appears.
    

The ADN System Tray Icon

Once the ADN application is installed, you can see the ADN icon in the system tray. The tray icon allows agents to do certain tasks even when the application is closed.

When an agent clicks the close (X) button in the upper right corner of the ADN application, the ADN application does not completely quit. This action minimizes the application into the lower right corner (system tray), but retains the logon status of the agent and allows the agent to accept phone calls.

The icon color changes depending on the agent's state. The following table shows the icons for an agent's state. 

Icon	Description
	Default
	Agent is in Ready state.
	Agent is in Not Ready state.
	Agent is in call.
	Agent is in Hold state.
	Agent is in Preview Dial.
	Agent is getting an inbound call.
	Agent is in Wrap Up state.
	Agent is online.
	Agent is offline.

In addition, an icon with a red dot is displayed in an agent's tray when there is a new chat notification.

For example, if an agent receives a message from another agent, then a red dot appears on the Ready state icon to indicate that there is a message waiting.

When agents right-click on the tray icon, they are provided with the following options:

• Ready: Allows an agent to change the state to Ready. 
• Not Ready: Allows an agent to change the state to Not Ready with the specific break code.
• Change Service: Allows an agent to change from one service to another available service without having to sign out or re-establish the audio path.
• Sign Out: Allows an agent to sign out.

• Always on Top:  When configured, the ADN application is kept in the foreground of all desktop applications at all times.

  

  When configured with version U17 and above, ADN displays a pop-up when minimized for new incoming voice interactions.
• Open: Allows an agent to bring the application to the foreground.
• Quit: Allows an agent to close the application permanently. The tray icon also closes.
  

ADN Functionality

The ADN application contains the same functionality as the Agent Desktop application on the browser. For more information, see the Agent Guide in the Product Documentation Library.

During a call in Knowledge Worker desktop mode, if the agent clicks the share icon () for screen sharing and then clicks the Cancel button, the following message appears and the screen is not shared:

ADN 9.0 provides enhanced functionality to open a URL or external application.

• Opens a URL in the system's default browser from the custom designer panel of the agent desktop.
  
• Opens an external application (for example, Salesforce) within the ADN application when using the designer panel's iFrame component on the agent desktop.
  

ADN Logs

You can view errors reported when performing the ADN operations at the following locations on the respective OS versions:

• Windows: %USERPROFILE%\AppData\Roaming\Agent Desktop Native\logs\
• macOS: ~/Library/Logs/Agent Desktop Native/
• Linux: ~/.config/Agent Desktop Native/logs/

ADN Security

Most of the ADN functionality is based on Chrome and the LiveVox ADN tries to adopt the latest Chrome version as early as possible. In addition to the security features of ADN because of the adopted Chrome version and any backported bug fixes, ADN has additional layers of security as below.

• At the network-access layer, ADN filters the request based on a domain whitelist. By default, this allows only secure LiveVox pages to load into the ADN. At clients' discretion, this configuration can be expanded to include client-internal domains as well. By limiting network access in this way, it becomes much harder to attack the ADN with a drive-by exploit.
• For client-configured allowed domains, ADN severely restricts the available features, such as media access, and ADN advanced APIs are disabled for all the domains except the LiveVox Agent Panel.
• ADN uses only the Chrome core features and does not use features, such as the Google Search bar, the Chrome: settings pages, the ability to install plugins/extensions, bookmark functionality, and so on. So any exploits that target these features are ineffective.

LiveVox Customer Care Contacts

24 Hour Customer Care Line: (888) 477-3448
LiveVox Customer Care Email: customercare@livevox.com

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