Quick Link Filters

The quick links filters allow you to set up some custom filters and replace the default filter for calls and texts.

Note: You must have access to Team Settings to create quick link filters. Plans with access to teams are Sales Engage, Enterprise, and Connect. 

• In desk mode, you can access the default filters “Voice & Text,” but now you can change the filter links.
• Using Team Settings, you can manage the quick link you’d like to provide the agents.
• You can customize the icons and apply them to the team. That allows the agent to quickly and easily identify the data they are filtering.

• To set up custom quick links, navigate to Settings →  Team Settings → click on Edit next to the Team Settings you want to update
• Next, go to the Phone Buttons section, expand Advanced Interface Options, and click Manage Quick Links at the bottom of that section.
• Once clicked, it will open up a pop-out window that can be edited
• When you click on the pencil, it will give you options to customize the title of the filter, choose the filter type, and select the icon for the quick link

• Once set up, select → Save Changes.
• Now, when you go into the agent view of the call log while in Desk Mode, you will see the new filter icons.
• Once a filter is clicked, it will sort accordingly.