Spring24 Admin Guide

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The LiveVox Portal (LVP) provides you a level of personalization through customizable interactive data panels called widgets. Widgets enable you to improve efficiency by focusing on key data. These include the ability to control or switch the information views as well as the scope and position of the panels used for monitoring campaigns and services. 

The Graphical User Interface (GUI) settings determine which widgets are displayed on the voice monitor dashboard for a given level of view (enterprise, call center, or service). You can, however, customize the dashboard to enable you to focus on key data. The GUI settings, including any changes to them, are maintained across browser sessions. You can also use the GUI settings to configure the general settings of LVP.

Configuring the GUI Settings

To configure the GUI settings:

  1. On LVP, click your avatar, and then click GUI Settings.

    The GUI Settings window appears.

  2. Specify values in the following sections:

    • General 

      • Force update when not visible: If you select this checkbox, the monitor dashboard refreshes automatically even when you are not viewing the dashboard.

      • Show Object ids with Object Names in dropdowns: If you select this checkbox, the applicable drop-down lists of LVP display an ID for each option in the list if available.

    • Dashboard Configurator

      • Level: Select the view level (enterprise, call center, or service) for which you want to configure the settings.
        The Available Widgets subsection is updated accordingly.

      • Type: Select the type of widgets (inbound, outbound, or blended) to display in the Active Widgets subsection.

      • Available Widgets: Select the widget that you want to add, and then click Add.
        The selected widget appears in the Active Widgets subsection.

        • The availability of the widgets depends on the view level (enterprise, call center, or service).
        • Widgets available at the enterprise and call center levels:
          • Monitor
          • Agents
          • Campaign Control
          • Agent Book

        • Widgets available at the service level:

          • Campaign Control
          • Service Monitor (Inbound Only)
          • Service Activity
          • Agents
          • Call Charts
          • Outcomes and Costs
          • Agent Book
          • State Breakdown

        You can remove a widget from the Active Widgets subsection by selecting it in the subsection and then clicking Delete.

  3. Click Save.
    The GUI settings are configured.

The Reset GUI Settings button enables you to revert your changes so that the widgets retain their original configuration. If you click this button, refresh the page to complete resetting all GUI settings.

Customizing the Widgets

  • Resizing a widget: Grab the lower-right corner of the widget to make the visible area larger or smaller.
  • Collapsing a widget: Click the left-arrow icon in the upper-right corner of the widget to shrink the visible area to only a bar. You can expand the widget by clicking the same icon.
  • Moving a widget: Grab the top bar of the widget to change the location of the widget within the window. The widgets can also be stacked.
  • Customizing a table: A widget containing the gear icon in the upper-right corner can have its columns customized. Click the icon and choose the columns that you want to display or hide in the table, the display order of the columns, and the column based on which you want the data to be sorted.