Answering and Making Calls

Answering Calls

  • In the Answering Calls section, choose whether you want to allow agents to ignore calls (using the ignore button).
  • Click answer on notification click to allow agents to answer calls by clicking on a desktop notification.
  • Click auto-answer incoming to auto-answer calls for agents that are in accept calls mode.
  • Logout All gives agents the ability to log out of all available queues at once. 
  • Answer Lock will only allow the agent who is connected with the caller to be presented with the contact details on answer. 
  • Use the Desktop Notifications section to customize the on-screen pop-up that displays for incoming calls.  You can customize the notification title, body, and duration (how long it will stay on the screen before automatically disappearing).
  • Use the Auto-load Panel drop-down to select which call detail panel will appear by default when a call is answered.  Choose from the following options:
    • Default panel (will display the contact panel if no call script is configured)
    • Contact panel
    • Call Scoring panel
    • Salesforce panel (if the Salesforce integration is enabled)

Screenshot_2023-04-04_at_11.06.39_AM.pngScreenshot_2023-04-04_at_11.07.28_AM.pngScreenshot_2023-04-04_at_11.07.46_AM.png

 

Making Calls

  • In the Making Calls section, you can assign a Contact List as a Custom Do Not Call List, preventing this team from making any outbound calls to the people on this list. 
  • Legacy Phone Settings ( Desk Mode/Popout Phone) allow agents to toggle between using their own DID and the best matching DID for the outbound call. Note: Account setting caller ID controls are ignored when enabling this setting.
  • New Phone Settings (Salesforce OpenCTI): These options are only available when using the embedded phone. They are useful for Salesforce and other embedded CRM applications.
  • An Outbound Lambda can be added to modify the outbound caller phone number and tracking number selection, play a whisper to the agent before dialing, or prevent the agent from dialing. 

Screenshot 2024-05-21 at 1.12.18 PM.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.