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The Canvas option enables you to design the selected page of a designer desktop as required. When you select the Canvas option, the following sections and buttons appear.

Sections

  • Desktops: Displays the page to be designed. 

  • Selector: Provides options to design the page by using the Templates and Components sections. 

  • Component Editor: Provides options to set the properties of components.

Buttons

  • Options: Enables you to change the theme of the page, save the page as a template, and clean the page design. 

  • Preview: Enables you to view the designed page before it is available to agents. 

  • Refresh: Updates the display with the latest design of the page.

  • Save: Enables you to save the design of the page.


Selector Section

When you expand the Selector section, the Templates and Components tabs appear to enable you to design the page.

Components Tab

You can enable, disable, and re-arrange the different components on the desktop by using the Components tab. The components can be pre-built or developed by you.

Title Bar Options

The following icons appear on the title bar of a component:

  • Up arrow : Enables you to collapse or expand the panel containing the component.

  • Vertical ellipsis : Enables you to create a customized component.

  • Close : Enables you to delete the component from the page.

Containers

Containers are used to hold the components. To add a container, drag the required container to the canvas or double-click the container.

The following containers are available on the Components tab:

  • Accordion: Enables you to display the components on the destop in a vertically-stacked list that can be expanded or collapsed by the agents. 
  • Horizontal Array: Enables you to displays the components on the desktop in a horizontally-stacked list.
  • Tabs: Enables you to display the components on the desktop as tabs.
  • Vertical Array: Enables you to displays the components on the desktop in a vertically-stacked list.

Account

The Account component contains the following panels:

  • Accounts List: Enables you to configure a panel that enables an agent to view a list of all account records, along with the associated Ticketing, Contacts, and Notes components.
  • Accounts Notes: Enables you to configure a panel that enables an agent to view a list of all account notes, along with the advanced search option.

Contact

The Contact component is a set of single-panel components whose fields and values originate from various sources (for example, Contact Manager, Consent Management, Scripter, or the database that is required for Designer).

For the basic fields of Contact Manager and Consent Management, see Contacts Manager - Contacts Tab.

The Contact component contains the following panels:

  • Contact Actions: Enables you to configure a panel that enables an agent to set reminders for follow-up activities against a record (for example, emails or phone calls).
  • Contact Activity History: Enables you to configure a panel that displays all multi-channel activity history for the contact.
  • Contact Detail: Enables you to configure a panel that displays the selected or all fields within Contact Manager and defines the position, layout, and the characteristics of the fields (for example, if a field can be modified or not).
  • Contact Directory: Enables you to configure a panel that displays the phone numbers and the email address associated with a contact record and enables agents to modify or add new ones.
  • Contact Highlight: Enables you to configure a panel that displays all customer information for each contact record for easy validation.
  • Contact Notes: Enables you to configure a panel that displays any notes added to a contact record.
  • Contacts List: Enables you to configure a panel that displays the entire Contact Manager list, along with the advanced search option and click-to-dial capabilities.

Script

The Script component is a single-panel component that contains subscripts directing an agent to perform specific actions (for example, collecting credit card information).

The Script component contains Script Panel, which enables you to configure a panel that displays the configured script (through U-Script) for the specific service.

Agent

The Agent component contains the following panels:

  • QM Work Queue: Enables you to configure a panel that displays all active agent tasks, along with the advanced search option and click-to-action capabilities.
  • Scheduler: Enables you to configure a panel that displays the agent scheduling component.

Ticketing

The Ticketing component contains the following panels:

  • JIRA: Enables you to configure a panel that is integrated with the Jira application for ticketing.

  • Ticketing: Enables you to configure a panel for agent desktop with advanced LiveVox Ticketing Application with embedded Accounts, Contacts and Notes component.

  • Tickets: Enables you to configure a panel that displays a list of all tickets, along with the advanced search option.

  • Tickets Dashboard: Enables you to configure a panel that displays an overview of active tickets, statuses, and assignments in four graphical quadrants.

Others

The Others component enables you to optionally display multiple scripts simultaneously on an agent desktop. It contains the following panels:

  • Banner: Enables you to configure a panel that displays the configured image as a banner.

  • External App: Enables you to configure a panel that displays an external web application.

  • Home Bar: Enables you to configure a bar that displays an account name and a search box.

  • HTML: Enables you to configure a module that customizes the agent desktop panel based on HTML.

Component Editor Section

The Component Editor section enables you to configure the selected component of a page through the Properties tab. You can select the component whose properties you want to modify.

For the Containers, Contact, Script, and Other components (except for Banner and External App), you can modify the following configuration options:

  • Content
    • Title: Enables to specify the name of the component.
  • Styles
    • Header Position: Enables you to select an option in the Header Position drop-down list. Depending on the selected option, the component heading is displayed on the agent desktop panel.
    • Theme: Enables you to select the color of the title bar.
  • Panel
    • Header: Enables you to display the header bar on the agent desktop panel.
    • Border: Enables you to display the borders in the component on the agent desktop panel.

The Component Editor section for the Banner component enables you to configure an image, along with the other properties of the component (described earlier).

The Component Editor section for the External App component enables you to configure the URL of the application, along with the other properties of the component (described earlier).

Templates Tab

You can create a template by using the designed page. The Canvas option enables you to create multiple templates and use one of the existing templates to create a page.

Creating a Template

  1. Design a page as required.
  2. Click Options.
  3. Select the Save as Template option. 
    The Confirm window appears.
  4. Specify a name to identity the template, and then click Save.
    The saved template appears on the Templates tab.

Designing a Page Using a Template

  1. Select the page that you want to design.

  2. On the Templates tab, double-click the required template.

    After adding the template to a page, you can also add other components to the page.
  3. Click Save.

Options Button

The Options button has the following functions:

  • Change Page Theme: This option enables you to change the theme of the page. 

  • Save Page as Template: This option enables to save the current page as a template. 

  • Clean Page: This option removes all the components from the page.

Preview Button

The Preview button enables you to preview a designed page.

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