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Contact Center

Recordings

Contact Center: Recordings

In the Contact Center platform, interactions between agents and customers are recorded. Recordings are divided into the following categories:

  • Voice: Recordings captured from Queued Incoming Calls, Direct Transfers, and/or Outgoing Calls
  • Emails: Email headers captured from agent/customer email exchanges
  • Chats: Transcripts captured from agent/customer chat interactions
  • Voicemails: Recordings captured from customers leaving voicemails in lieu of waiting in the queue>
  • Video: Recordings of the agent's screen

The recordings will be kept for the period of time indicated on the General Settings page. To disable recordings, contact your service provider.

Search for a Recording

To search for recordings, navigate to Analysis > Recordings

 

 

Next, choose the category you wish to review.

 

 

To get the details about search parameters, read a corresponding article above.

Change the Recordings Retention Period

By default, recordings are stored for 30 days. To change this period, contact Support or submit a request through the Contact Center Control Panel. To review or change the retention period, navigate to Configure > Global Settings > General and click the click here text in the Recordings period section. 

 

 

 

 

Fill in the form, stating what is the desired recordings retention time period for you. Also, fill in the Email and/or Phone fields so we can let you know when the change is implemented.

 

 

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Integration

Contact Center - Admin Portal: Integrations

You need to configure Contact Center to communicate with third-party systems and applications, but how, and which systems? 

  • FTP Export
  • Slack: Supports customization of Slack Channel messages for Queue Alerts
  • Calabrio
  • Zendesk: This is a preview mode. Contact your Service Provider to gain access to this feature
  • Cloud Storage
  • Google DialogFlow

SMS & Messaging Integrations:

  • Twilio: Supports Twilio programmable SMS for SMS in Chat, SMS medium for outbound notifications, SMS Messaging Interaction History, and SMS Reply Routing
  • WhatsApp

- Updated on September 18, 2023

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Client Software

Contact Center Client Software

 

First, navigate to Downloads in your Admin Portal.

 

Downloads

 

The Client Software page provides you access to download the latest version of the Call Center Agent (CCA), as well as previous versions of the Call Center Agent (CCA). The page is divided into two tabs, so you can easily distinguish between the Latest Version and Previous Versions of the CCA. Each version is further identifiable by the accompanying software version number (e.g. 11.6.11.18059). The Latest Version tab displays only one instance of the software, whereas the Previous Versions tab displays multiple instances of older versions of the software. Download requirements are provided for each software version listed. 

 

CCA

 

Click Release Notes, located to the right of the Software Version, to view the Desktop CCA Release Notes. The release notes provide you with a summary of changes that are included with each new CCA version released. The most common changes made to the CCA include new featuresenhancements, and fixed issues. The release notes are organized by the software version.  

To download one of the CCA versions, click Download, located to the right of the software version number. You are prompted to Run or Save the file, or, the software installer, by default, is downloaded to the Downloads folder on your computer. If the installer is downloaded to your Downloads folder, locate and download the installer to begin installing the CCA software.

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Webchat

Contact Center Webchat

What is Webchat?

A Webchat is a feature you can add to your website or Content Management System (CMS) to allow online exchanges between your support agents and your customers in real time.

Different Webchat options are offered by Company, namely, Chat queues and Interactive Chat Response (ICR).

Chat Queue

A Chat queue is a way of organizing incoming customer requests sent through chat, thus allowing contact center representatives and managers to track, prioritize, and ensure efficient delivery of customer service.

A good example of a chat queue is a sales chat queue: a potential client visits your site. Assume that you have set up a chat queue within your site so potential clients can ask questions to your salespeople. If a potential client has questions about a service or product, they can ask in the chat. This increases the probability of keeping a prospect engaged in your site, and then your salespeople can provide all the information the client needs, thus gaining a new client.

A great benefit of chat queues is that you can collect user information such as email address, name, phone number, and the question asked before connecting the user to the sales agent. If the sales agent is not able to convert the prospect into a client during the chat session, the information collected can be saved as a lead, and the relationship established with the prospect can then be nurtured.

Interactive Chat Response (ICR)

An ICR is a self-service chat feature that offers real-time chat support to clients 24 hours a day, 7 days a week, thus providing continuous customer support and a platform through which customers can reach support any time.

With ICR, you can ask site visitors several questions before transferring them to the correct chat queue. For example, you can ask whether the visitors need Sales, Support, or KB access. Such questions constitute the first level of the ICR menu. ICR can be configured in such a way that, based on the site visitors' responses, they will navigate to a target chat queue or an external link.

The following figure shows an example of such navigation. 

 

ICRmenu

 

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Transfer Information

Contact Center Transfer Information

The Call Transfer Information controls allow users to add and edit transfer information; this allows agents to enter information to an agent's Contact Center along with a call transfer, providing the transferee agent with some insight about the incoming call.

Navigate to Configure > General > Transfer Info.

 

Transfer Information

 

Note: Transfer Information may also be used to pass information along with a call transfer from an agent to an IVR application - or "secondary IVR" (see Contact Center User Guide for transferring to secondary IVR's). Secondary IVR's are configured as custom IVR applications at this time. Transfer Information fields may also be used as screen pop triggers for calls transferred from an agent to another agent.

 

Transfer Information

 

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