User Settings

The following section documents the details for every possible user setting on a User profile and User Template in Symbee Connect.

The User profile and User Template settings differ depending on the type of user (Unison, Engagement, or Supervisor).

Select the User type:


Unison User Settings

General:
Same settings as Engagement Users

Voice Channel:
Same settings as Engagement Users
Phone Call Optional Features
Blind Transfer Enabled: Only the ability to enable

Digital Channel:
The following Digital Channel sections are relevant for Unison Users:

Voicemail:
Same settings as Engagement Users

Headsets:
Same settings as Engagement Users

AWS Integration - Amazon Connect Integration:
The following settings are relevant for Unison Users:

AWS Integration - Amazon Chime Integration:
Same settings as Engagement Users

Optimize:
The following settings are relevant for Unison Users:

Universal CRM Integration:
The following settings are relevant for Unison Users:

CRM Integrations:
Same settings as Engagement Users


Engagement User Settings

Engagement is the default User Mode.

General

Log Off Control

Automatic Log Off Enabled

Whether scheduled log-off at the specified time of day is enabled.

Automatic Log Off Time

If Automatic Log Off is enabled, the time of day to log the user off.

Automatic Log Off Reminder Minutes

The number of minutes prior to Automatic Log Off time to prompt the user with a reminder. Leave 0 for no reminder.


Support Tools

Logging Level

The level of application detail captured in the browser for use with trouble-shooting.

Amazon Connect Logging Level

The level of Amazon Connect CCP detail captured in the browser for use with trouble-shooting.

Adds a button to the Support Tools section in the User UI that launches the Amazon Connect Endpoint Test Utility.


User Interface

Theme

Use the Light or Dark theme

Window Size

What percentage (80%-120%) of Zoom to apply to the UI to reduce or enlarge its size.

Expanded Window Width

Allows the UI window width to be expanded. Useful for dedicated Chat agents. Do not set if running the UI embedded in a CRM window frame.

Browser Notifications for Inbound Interactions

Whether Browser Notifications are enabled for new inbound calls, digital interactions, and tasks. When enabled, a browser notification is popped if a new inbound interaction starts alerting to the user, and the User/Agent UI is in the background or minimized.

Language

The language used in the Agent UI


Sounds

Inbound Ringtone Device

Which audio output device the Inbound Phone Call/Task ring tone is played through.

Inbound Phone Ringtone

Whether the louder of softer ringtone is played when alerting inbound phone calls.

Call Recorded Notification Enabled

Controls whether the Call Recorded notification tone is played.

Chat Notification Tone Enabled

Controls whether the Chat notification tone is played.


Toolbar

Settings Enabled

Whether the Settings icon is visible on the Tools bar in the UI

Voicemail Enabled

Whether the User Voicemail icon is visible on the Tools bar in the UI

Directory Enabled

Whether the Directory icon is visible on the Tools bar in the UI

Call History

Whether the Call History icon is visible on the Toolbar in the UI

Statistics Enabled

Whether the Agent Statistics icon is visible on the Tools bar in the UI

Auto-Text Enabled

Whether the Auto-Text icon is visible on the Tools bar in the UI

Create Tasks Enabled

Whether the Create New Tasks icon is visible on the Tools bar in the UI

Auto Dialer Status Enabled

Whether the SmartDial Auto Dailer icon is visible on the Tools bar in the UI


Call History

Enabled

Controls whether Call History functionality is active or not.


Quick Tools

Quick Tools provide simple customizable tools on the toolbar to allow the user to quickly open often-used URL's / web sites.

Quick Tool URL Embedded Tokens

A Quick Tool URL can optionally contain embedded tokens that get dynamically replaced with properties related to the specific user. The following tokens are supported and get replaced appropriately when found embedded in one of the the Quick Tool URL fields:

Quick Tool Pop-Out behavior

By default, when a quick tool is activated (clicked by the user) the configured URL will be opened into a full new window or tab in the user's browser (based on whether the user's browser settings are set to open new URL's in a new tab or new window).

A Quick Tool URL can be configured to force the launch as a pop-out window by explicitly setting a window size (in pixels) when the Quick Tool URL is activated.

To force a pop-out window, precede the configured URL with a Width and Height followed by a pipe (|). For example: "300x600|https://your.quicktool.url/...".

When adding a predefined size for the Quick tool URL as above, the Quick tool will be popped out to a new window beside the Symbee Connect User/Agent UI.


You can configure up to three Quick Tool links on the user's tool bar. Configure the following settings appropriately:

Quick Tool Name (1, 2 and 3)

The name of the Quick Tool 1 Link

Quick Tool URL (1, 2 and 3)

The URL of the page to launch. By default, opens the URL into a new window/tab based on browser settings.

See details above for how to force pop-out behavior by preceding the URL in this field with a configured target window size.

The URL supports dynamic replacement of embedded tokens. See details above for the list of supported embedded tokens.

Quick Tool Tool Tip (1, 2 and 3)

The Tooltip text displayed when the user hover's over the Quick Tool in the tool bar.


Directory

Limit User Directory Visibility

Limit the Presence Users listed in the Directory only to those Users defined at the same level or lower in the User Reporting Hierarchy.


Voice Channel

Dialing

Default Calling Country Prefix

The default E.164 Phone Number Country Prefix to use if not present on a dialed number. Examples: +1, +44, +39

Local Calling Access Prefix

The prefix numbers added to the front of phone numbers when dialing locally within the same country.

Outbound Calling Contact Permissions

The Contact Permissions Rule Set to apply to restrict outbound calling to only phone numbers meeting the configured rules.

Direct Dial Number

Optional. Set the Direct Inbound Dial phone number if a user has one associated. The Phone Number must be either a valid Claimed Phone number within your Amazon Connect instance, or your AWS Chime Service. For Connect (as opposed to Chime Calling), used in conjunction with the VoicemailAndDirectDialUtils Contact Flow Lambda.

Extension Number

Optional. Set this to a short numeric number unique to the user, that can be used in a “dial be extension” type flow. If set, this can be used in conjunction with the VoicemailAndDirectDialUtils Contact Flow Lambda.

Forward Calls

Turns call forwarding on or off.

Call Forwarding Number

The phone number that calls will be forwarded to.


Chime Calling

Maximum Concurrent Chime Calls

The maximum number of concurrent Amazon Chime calls (line appearances) for this user. If set (not zero) this overrides the Company Environment level setting.

Direct User to User Calling Allowed

Whether this user is allowed to Initiate and Receive direct user-to-user calls. Note: Amazon Chime Integration (under the AWS Integration section) must also be enabled for this setting to take effect. Additionally, for Engagement users, ACD Amazon Connect Integration must also be enabled for this setting to take effect. Direct User to User Calling allows the following:

Direct Outbound Calling Allowed

Whether this user is allowed to initiate Direct Outbound PSTN calls. Note: Amazon Chime Integration (under the AWS Integration section) must also be enabled for this setting to take effect. Additionally, for Engagement users, ACD Amazon Connect Integration must also be enabled for this setting to take effect.

Direct Outbound Calling Number Presented

Controls which Calling Number (the 'From' phone number) is presented when Direct Outbound PSTN calls are made by this user.


Phone Call Optional Features

Outbound Contact Center Calls Allowed

Whether the user is allowed to initiate new outbound calls via Amazon Connect.

Offline Outbound Contact Center Calls Allowed

Whether the user is allowed to initiate outbound calls via Amazon Connect when in the OFFLINE state.

Blind Transfer Enabled

Whether the Blind Transfer option is available to the user when a phone call is in progress.


Do Not Call Settings

Do Not Call Checking Enabled

Controls whether Do Not Call lists are checked prior to making outbound calls. When enabled, an outbound call will be denied if the phone number being dialed is present in any of your configured Do Not Call Lists.

Allow Do Not Call Additions

When enabled, the Add to Do Not Call button allows the user to add the phone number of the current call to the Default Do Not Call list.

Emergency Calling
Enabled

Controls whether dialing an Emergency Access number (e.g. 911) is valid for this user. Currently only available within the United States. Please contact Support to enable this feature, or for enquiries regarding other countries.

Emergency Call Routing Number

The phone number (in E.164 format) to route Emergency calls out through for this user. Please contact Support to enable this feature.


Digital Channels

Digital Channels General

User Friendly Name

The name the user is represented as in multimedia interactions with the customer


Instant Messaging

Instant Messaging Allowed

Whether native Instant Messaging between users is enabled for this User. Instant Messaging must also be enabled at the Company Environment level for these settings to take effect.

Maximum Concurrent Instant Message Conversations

The maximum number of concurrent Instant Messaging Conversations for each user. If set (not zero) this overrides the Company Environment level setting.


Chat

Copy Transcript Enabled

Adds an additional action button allowing the User/Agent to easily copy the current contents of the chat transcript into their copy/paste clipboard.

Outbound SMS Allowed

If SMS integrations are configured, whether the user is allowed to start unsolicited outbound SMS conversations.

Outbound SMS Default Origin

If Outbound SMS is allowed, the default originating SMS Phone number used for unsolicited outbound SMS conversations. The number specified must also be configured within your SMS integrations.

Chat Agent Typing Preview Enabled

Whether the agent sees a preview of what the customer is typing during chat conversations. Currently only supported when not using Amazon delivered Web-chats.


Email

Email Download Allowed

For inbound email received, whether the user has the option to download locally.

Email Reload Enabled

For inbound email received, whether the user has the Email Reload option available. Email Reload is not usually needed, but occasionally may be useful when handling email with complex content in multiple languages, or non Western/Latin character sets.

Inbound Email Parking Allowed

Whether the user gets the option to defer handling an incoming email (park it) until a later time (for example, while waiting for internal business processes to be performed).

Maximum Park Time (in minutes)

The maximum time an Inbound Email can be parked for a single park, in the users personal parking area. If this time is exceeded, the Email will be forced back into queue. When re-queued the Email will be set to prefer this user. If this user is not available, it will be sent to the next best available agent.

Maximum Park Actions Allowed

The maximum number of times the user can park (or re-park) a specific email.

Accessible Shared Parking Areas

Which (if any) Shared Parking Areas will be visible to the user when they select to park an inbound email. When parking is enabled, each user gets their own personal email parking area. Additionally the user can also be allowed to park incoming email into one of the Shared Parking Areas specified here. (See the Email Channel Administration screens for configuring new Email Shared Parking Areas).

Email Signature

The (optional) user part of the Email Signature added to the bottom of all outbound, reply and forward Emails sent by the user. Refer also to Standard Email Configuration - Email Signatures for more details on how the value of this setting is used.

Content can either be plain text or HTML formatted. For HTML, the signature can include basic valid HTML elements (such as: div, p, br, table, img, etc) but cannot include scripts or external references other than image elements.

The following tokens can also be used within the content:

Voicemail

Voicemail Settings

Greeting Text

If the user is configured with User Voicemail, this text can be used as the Voicemail Greeting text. Will be ignored if the Voicemail Greeting Prompt ARN is set. Used in conjunction with the VoicemailAndDirectDialUtils Contact Flow Lambda.

Greeting Personality

The personality code used to determine the voice that reads this greeting. A combination of language and gender.

Greeting Recording (Prompt ARN)

If the user is configured with User Voicemail, this can be set to the ARN of a valid recorded Voice Prompt within your Amazon Connect instance. If set, this overrides any value in Voicemail Greeting Text. Used in conjunction with the VoicemailAndDirectDialUtils Contact Flow Lambda.


Headset

Jabra Headset

Enabled

Controls whether Jabra Headset integration is active or not.

Javascript Files

The path of the Javascript files to be included when this plugin is enabled eg. scripts/third-party/jabra.browser.integration-1.2.js

Connection Status

Displays Headset connection status


Poly Headset

Enabled

Controls whether Poly Headset integration is active or not

Javascript Files

The path of the Javascript files to be included when this plugin is enabled eg. scripts/third-party/spokes.js

Hub URL

Enter the url that will connect to the Poly hub eg. https://127.0.0.1:32018/Spokes

Connection Status

Displays Headset connection status


AWS Integration

Amazon Connect Integration

ACD Amazon Connect Integration

Controls whether the Omnichannel ACD and behavior is active or not. Must be enabled to:

Amazon Connect Reserved User State Name

The name of the Unavailable User Status used by the Omnichannel platform to reserve a User for non-voice based work. This User Status must exist and be enabled in your Amazon Connect instance.

Amazon Connect Missed Call/Task User State Name

The name of the Unavailable User Status used by the Omnichannel platform when work is delivered to the user, but not accepted (i.e. ring no-answer). This User Status must exist and be enabled in your Amazon Connect instance.


Amazon Chime Integration

Amazon Chime Integration Enabled

Whether Chime Integration is enabled for this User. Chime Integration must also be enabled globally at your Company Environment level for these settings to take effect.

Chime Meeting AWS Region

If not set, the default Region configured for the Company Environment will be used. The AWS Region that Chime Meetings are established in for this User.


Contact Center

Interaction Handling

User Override Queue Behavior

Controls whether the User level Wrap (ACW) settings below will override Queue level settings. If set to false, the Wrap settings below will be ignored.

Wrap (ACW) Enabled for Amazon Calls/Chats

Controls for this user (if User Override Queue Behavior is set), whether Wrap (ACW) is enabled for Amazon Calls/Chats.

Amazon Calls/Chats Wrap (ACW) Timeout

If Wrap is enabled above, the maximum time (in seconds) to allow the user to remain in Wrap. A value of 0 (zero) disables automatic Wrap timeout.

Auto-Accept Enabled for Incoming non Amazon Connect Tasks

Controls whether incoming delivered tasks (i.e. work not delivered through Amazon Connect) are automatically accepted, or whether the user needs to manually Accept or Decline.

Wrap (ACW) Enabled for non Amazon Connect Tasks

Controls for this user (if User Override Queue Behavior is set), whether Wrap (ACW) is enabled for tasks not delivered through Amazon Connect.

Task Wrap (ACW) Timeout for non Amazon Connect Tasks

If Wrap is enabled for non Amazon Connect Tasks above, the maximum time (in seconds) to allow the user to remain in Wrap. A value of 0 (zero) disables automatic Wrap timeout.

Maximum Concurrent non Amazon Connect Tasks Assigned

The maximum number of concurrent non Amazon Connect delivered tasks (across all types) allowed to be assigned to this User. If set (not zero) this overrides your Company level setting.

Amazon Connect / Symbee Connect Assignment Behavior

Overrides the global Company level setting for this user for how Symbee Connect Task assignment and Amazon Connect Call/Chat assignment interact together. Setting to "Default" follows your global Company level setting. Any over setting overrides the global behavior for this user.


Enghouse SmartDial Integration

SmartDial Integration Enabled

Whether Enghouse SmartDial Integration is enabled for this User. SmartDial Integration must also be enabled globally at your Company Environment level for these settings to take effect.


Work Codes

Enabled

Controls whether Work Codes are active or not

Maximum Selectable Work Codes

The maximum number of work codes a user can select for each Interaction. Set to 0 for unlimited.

Override Queue Required Behavior

Whether the User Work Code Selection Required setting below overrides the Queue behavior.

Work Code Selection Required

If Work Codes are available, whether Work Code selection is required for this user.


Work State

Offline State

Controls whether Offline State is selectable or not


Optimize

Recording Pause/Resume

Enabled

Controls whether the user has the option to pause and resume call and screen recording

Paused recording timeout

The amount of time a recording will stay paused before resuming, in milliseconds (1000 = 1 second), set to 0 for an unlimited pause period

Agent UI Enabled

Controls whether the user has access to the pause and resume call/screen recording controls from the UI

Paused Reminder seconds

The number of seconds before a visual flashing indicator starts to remind the user recording is still paused. Set to 0 to disable. Only relevant if Agent UI Enabled is set.

External Events Enabled

Controls whether the external web page event monitoring for pause and resume call/screen recording is enabled. Works in conjunction with the Symbee Connect Universal Plugin Chrome browser extension. See details here.

External Items to Watch

If External Events are enabled, a CSS Selector rule targeting which HTML elements to watch and apply automated Pause and Resume actions to.


Screen Recording

Enabled

Controls whether Screen Recording is enabled or not. Requires Omnichannel to be enabled on this user profile.

Screen Recording Percentage

The overall percentage of calls/tasks to perform screen recording on for this user (100% indicates screen recording is enabled for all calls/tasks handled by the user)

User desktop service working root folder

This value can be used to store working files on remote storage.

Use the user desktop service in multiuser mode

Default is false, set this to true only if user desktops are hosted on a multiuser server.

For multiuser mode, the OS username

If the user desktop service is running in multiuser mode, set this to the users username on the RDP server.

Port search timeout in milliseconds

This value can be used to troubleshoot connection issues between the agent and the user desktop service.

Screen downscaled by

Use this value to downscale the video image size. For example, use 2 to cut the image resolution by half. Max value of 5. Use 1 for default resolution.


Universal CRM Integration

Generic Click to Call

Enabled

Controls whether Click to Call behavior is enabled for this users browser. Works in conjunction with the Symbee Connect Universal Plugin Chrome browser extension. See details here.

Click to Call Element Selectors

A pipe ("|") separated list of CSS Selectors to attach Click to Call to.


Contact Attributes Fusion

This section controls the optional display of Contact Attribute data to the User/Agent upon interaction delivery. Refer to the Displaying Contact Attributes to the User/Agent Step by Step guide for further details on setting this up, and how to highlight nominated Contact Attribute values if needed.

Enabled

Controls whether the Display Contact Attribute Info functionality is active or not.

Leave Expanded After Accept

Whether the Customer Fusion Info section of the User UI (where the Contact Data configured in this section is displayed) remains expanded by default after the user accepts the contact. When set to 'No' the UI section automatically reduces when the contact is connected, but can be expanded by the user at any time after. Other options leave the section expanded until the user reduces by clicking.

Custom Field 1

The name of the 1st field (Contact Attribute) to search for and display, within arriving Contact Data. Optional.

Custom Field 2, 3, 4, 5, 6, 7, 8

Additional fields 2 through 8 for the display of up to 8 Contact Attributes, within arriving Contact Data. Optional.


ScreenPop URL Fusion (1)

Enabled

Controls whether this Screen Pop URL Fusion is active or not.

Target Window Name

If not specified, the ScreenPop URL will be opened in a new window/tab each time (using target '_blank'). If specified, this value will be used to target which window/tab the ScreenPop URL is opened in. Setting a non-blank value will result in the same window/tab being used for each subsequent Screen Pop.

Default Pop URL

This is the URL (e.g. http://clientdefinedurl?phone={1}&name={2}) that will be either displayed to the agent and/or popped in a window. Embedded tokens are optional - if used, specify each token as {n} where n is the ordered number of the contact attribute listed in URL Tokens below.

Default Pop URL Tokens

Optional. The Contact Attributes used to populate the numbered {n} tokens in the Default Pop URL. The Contact Attributes are pipe delimited (e.g. phone|name).

Override Pop URL Attribute

Optional. The name of a Contact Attribute populated in the Contact Flow containing an override URL to be used instead of Default Pop URL. The URL value in this contact attribute follows the same rules/format as Default Pop URL, with tokens referring to those specified in the Override Pop URL Tokens Attribute below.

Override Pop URL Tokens Attribute

Optional. The name of the Contact Attribute, itself containing a pipe delimited list of Contact Attributes, used to populate the tokens in the Override Pop URL above. The value of this attribute needs to be a pipe delimited list of Contact Attribute names (e.g. phone|name).

Pop Restrictions

Restrict the Screen Pop from occurring if the value of the specified Contact Attribute is empty. The restrictions are pipe delimited if you want more than 1 restriction (e.g. phone|accountNum).

Display Option

Screen Pop behavior: External - Open the screen pop URL in a new window; UI - Display the pop URL to the agent in the UI; BOTH - Open a new window and display the pop URL in the UI.


For further information on using these setting to invoke a generic screen-pop, refer to our Generic System Screen Pop Step By Step Guide.


ScreenPop URL Fusion (2)

These settings operate in exactly the same way as in ScreenPop URL Fusion (1).


Async HTTP Screen Pop Fusion

Enabled

Controls whether the Async HTTP Screen Pop Fusion is active or not.

User Token 1

Optional. Used when either a part of the target URL or the payload body requires injection of a dynamic value that differs by user (e.g. a userid, or employee number, etc.). Use {USERTOKEN1} below to reference this value.

User Token 2

Optional. An additional user specific value with the same purpose as User Token 1. Use {USERTOKEN2} below to reference this value.

Default Target URL

The URL (e.g. https://clientdefinedurl/account/load/{1}/{2}) the Async HTTP request will be sent to. Embedded tokens are optional - if used, specify each token as {n} where n is the ordered number of the contact attribute listed in URL Tokens below. Reserved Tokens of {USERTOKEN1}, {USERTOKEN2}, and {USERID} can also be used.

Default Target URL Tokens

Optional. The Contact Attributes used to populate the numbered {n} tokens in the Default Target URL. The Contact Attributes are pipe delimited (e.g. phone|name).

Override Target URL Attribute

Optional. The name of a Contact Attribute populated in the Contact Flow containing an override URL to be used instead of the Default Target URL value above. The URL value in this contact attribute follows the same rules/format as Default Target URL, with tokens referring to those specified in the Override Target URL Tokens Attribute below.

Override Target URL Tokens Attribute

Optional. The name of the Contact Attribute, itself containing a pipe delimited list of Contact Attributes, used to populate the tokens in the Override Target URL above. The value of the referenced attribute needs to be a pipe delimited list of Contact Attribute names (e.g. phone|name).

HTTP Method

The HTTP method used to send the asynchronous HTTP request.

Content Type

The value to send in the 'content-type' HTTP header on the request. Examples: application/json; charset=UTF-8; or text/xml.

Default Payload Template

The payload body to send in the request. Dynamic values are embedded using tokens. Specify each token as {n} where n is the ordered number of the contact attribute listed in Payload Tokens below. Reserved Tokens of {USERTOKEN1}, {USERTOKEN2}, and {USERID} can also be used.

Default Payload Tokens

Optional. The Contact Attributes used to populate the numbered {n} tokens in the Default Payload Template. The Contact Attributes are pipe delimited (e.g. phone|name).

Override Payload Template Attribute

Optional. The name of a Contact Attribute populated in the Contact Flow containing an override Payload Template to be used instead of the Default Payload Template above. The value in this contact attribute follows the same rules/format as Default Payload Template, with tokens referring to those specified in the Override Payload Template Tokens Attribute below.

Override Payload Template Tokens Attribute

Optional. The name of the Contact Attribute, itself containing a pipe delimited list of Contact Attributes, used to populate the tokens in the Override Payload Template above. The value of the referenced attribute needs to be a pipe delimited list of Contact Attribute names (e.g. phone|name).

Send Restrictions

Optional. Restrict the Async Request Send from occurring if the value of the specified Contact Attribute defined is empty. The restrictions are pipe delimited if you want more than 1 restriction (e.g. phone|name).

For further information and instructions refer to our Generic System Screen Pop Step By Step Guide.


CRM Integrations

Zendesk Fusion

Enabled

Controls whether the Zendesk integration is active or not

Zendesk Product

Which Zendesk Product you are integrating with.

Enable Test Data

Whether artificial test data is being used (see Test Data). Used during configuration testing.

Test Data

If Enable Test Data is set, contains the artificial test data that will be used.

Javascript Files

The path of the Zendesk ZAF API JavaScript library. Use: https://static.zdassets.com/zendesk_app_framework_sdk/2.0/zaf_sdk.min.js

API User Name

Zendesk API Credentials. The username of your Zendesk API user.

API User Password

Zendesk API Credentials. The password of your Zendesk API user.

Rest API URL

Zendesk API URL. For example: https://[instance-name].zendesk.com/api/v2

Screen Pop Direction

Screen Pop behavior: Inbound - Executes screen pop on inbound contacts; Outbound - Executes screen pop on outbound contacts; BOTH - Executes screen pop on inbound and outbound contacts.

Country Code

This field can be used to remove the country code from the phone number.

Table and Field Names

The Table and Field Names specify the entities (for example: user, record, incident, ticket, etc) to pop in a screen pop, which field in the entity to match and the value to be matched with.


For further information and instructions refer to our Zendesk CRM Configuration.


Salesforce Fusion

Enabled

Controls whether the Salesforce integration is active or not

Enable Test Data

Whether artificial test data is being used (see TestData). Used during configuration testing.

Test Data

If Enable Test Data is true, contains the artificial test data that will be used.

Javascript Files

The path of the SFDC API JavaScript library. E.g. https://your-salesforce-domain/support/api/41.0/lightning/opencti_min.js

Client ID

Salesforce API Credentials. The Consumer Key of your Connected App defined in Salesforce.

Client Secret

Salesforce API Credentials. The Consumer Secret of your Connected App defined in Salesforce.

User Name

Salesforce API Credentials. The username of your Salesforce API user.

Password

Salesforce API Credentials. The password of your Salesforce API user appended with the APIs OAuth Token on the end (no space or delimiter in between).

Rest Login Url

Salesforce API URL. Use: https://login.salesforce.com/services/oauth2/token?

Look Up Order

Salesforce Entity lookup order. A pipe-separated values list of entity names. For example: Contact|Lead|Account

Enable Add Note

When enabled, automatically attaches a Note to the Contact in Salesforce at the end of a call, containing key details about the contact.

Enable Add Task

When enabled, automatically creates a Task on the Entity in Salesforce at the end of a call, with key details about the contact.

Contact Field Name

The field in the Salesforce Contact table to be queried.

Contact Field Value

The name of a Connect Contact Attribute containing the value to use in the contact query.

Lead Field Name

The field in the Salesforce Lead table to be queried.

Lead Field Value

The name of a Connect Contact Attribute containing the value to use in the lead query.

Account Field Name

The field in the Salesforce Account table to be queried.

Account Field Value

The name of a Connect Contact Attribute containing the value to use in the account query.

Table Name

The table in the Salesforce to be queried.

Field Name

The field in the Salesforce table to be queried.

Field Value

The name of a Connect Contact Attribute containing the value to use in the query.

Search Field Format

This field can be used to format query data eg. (###) ###-####

Screen Pop Direction

Screen Pop behavior: Inbound - Executes screen pop on inbound calls; Outbound - Executes screen pop on outbound calls; BOTH - Executes screen pop on inbound and outbound calls.

Country Code

This field can be used to remove the country code from the phone number.

Add New Entity

Add Salesforce Entity : Lead - Creates a new lead; None - Will not create a new entity.


For further information and instructions refer to our Salesforce CRM Configuration Step By Step Guide.


ServiceNow Fusion

Enabled

Controls whether the ServiceNow integration is active or not

Enable Test Data

Whether artificial test data is being used (see TestData). Used during configuration testing.

Test Data

If Enable Test Data is enabled, contains the artificial test data that will be used.

Javascript Files

The path of the ServiceNow API JavaScript library. E.g. https://servicenowinstance.com/scripts/openframe/1.0.2/openFrameAPI.min.js

User Name

ServiceNow API Credentials. The username of your ServiceNow API user.

Password

ServiceNow API Credentials. The password of your ServiceNow API user.

Rest Url

ServiceNow API URL. Use: https://servicenowinstance.com.

Screen Pop Direction

Screen Pop behavior: Inbound - Executes screen pop on inbound calls; Outbound - Executes screen pop on outbound calls; BOTH - Executes screen pop on inbound and outbound calls.

Country Code

This field can be used to remove the country code from the phone number.

Table and Field Names

The Table and Field Names specify the entities (for example: user, record, incident, ticket, etc) to pop in a screen pop, which field in the entity to match and the value to be matched with.


For further information and instructions refer to our ServiceNow CRM Configuration Step By Step Guide.


Dynamics 365 Fusion

Enabled

Controls whether the Microsoft Dynamics 365 integration is active or not

Enabled Test Data

Whether artificial test data is being used (see Test Data). Used during configuration testing.

Test Data

If Enable Test Data is set, contains the artificial test data that will be used.

Javascript File

The path of the Dynamics 365 API JavaScript library. E.g. https://crmorg.crm.dynamics.com/webresources/Widget/msdyn_ciLibrary.js

Client ID

The client id of your registered App defined in Azure Active Directory.

Client Secret

The client secret of your registered App defined in Azure Active Directory.

Rest Login Url

Dynamics Login API URL. Use: https://login.microsoftonline.com/{TenantId}

Rest API Url

Dynamics API URL. For example: https://{instance-name}.crm.dynamics.com/api/data/v9.0/

Screen Pop Direction

Screen Pop behavior: Inbound - Executes screen pop on inbound contacts; Outbound - Executes screen pop on outbound contacts; BOTH - Executes screen pop on inbound and outbound contacts.

Country Code

This field can be used to remove the country code from the phone number.

Table and Field Names

The Table and Field Names specify the entities (for example: user, record, incident, ticket, etc) to pop in a screen pop, which field in the entity to match and the value to be matched with.


For further information and instructions refer to our Microsoft Dynamics 365 CRM Configuration Step By Step Guide.


NetSuite Fusion

Plugin Enabled

Controls whether the NetSuite integration is active or not

Enable Test Data

Whether artificial test data is being used (see TestData). Used during configuration testing.

Test Data

If Enable Test Data is enabled, contains the artificial test data that will be used.

Login Url

The Url used to login to NetSuite

Window Name

The window name use to identify the NetSuite browser.

Rest Url

NetSuite API URL. Use: https://servicenowinstance.com.

Employee Name

NetSuite employee first and last name. E.g. Mark King

Account Id

NetSuite Account Id

Consumer Key

NetSuite Consumer Key

Consumer Secret

NetSuite Consumer Secret

Token Id

NetSuite Token Id

Token Secret

Netsuite Token Secret

Screen Pop Direction

Screen Pop behavior: Inbound - Executes screen pop on inbound calls; Outbound - Executes screen pop on outbound calls; BOTH - Executes screen pop on inbound and outbound calls.

Add Phone Call

Add Phone behavior: All interactions - Inserts a record after every interaction; Identified Interaction - Inserts a record when a screen pop occurs; NONE - No record inserted.

Country Code

This field can be used to remove the country code from the phone number.

Table and Field Names

The Table and Field Names specify the entities (for example: user, record, incident, ticket, etc) to pop in a screen pop, which field in the entity to match and the value to be matched with.

Screen Pop Url 1

The screen pop URL that will be displayed. E.g. https://your-netsuite-domain-domain/app/common/entity/custjob.nl?id={netsuiteentityid}


For further information and instructions refer to our Netsuite CRM Configuration Step By Step Guide.


Other CRM

Enabled

Controls whether the CRM integration is active or not

Name

CRM Name

Login Url

The Url used to login to the select CRM.

Window Name

The window name used to identify the CRM browser.

User Name

CRM API Credentials. The username of your crm API user.

Password

CRM API Credentials. The password of your crm API user.

Access Key1

CRM API Credentials.

Access Secret1

CRM API Credentials.

Access Key2

CRM API Credentials.

Access Secret2

CRM API Credentials.

Rest OAuth Url

CRM API Credentials.

Rest Url

The url to the CRM rest API.

Javascript Files

The path of the CRM API JavaScript library.

Screen Pop Direction

Screen Pop behavior: Inbound - Executes screen pop on inbound calls; Outbound - Executes screen pop on outbound calls; BOTH - Executes screen pop on inbound and outbound calls.

Interaction Action

Action performed when an interaction is completed.

Entity name

The entity to post data to if an interaction action is selected.

Country Code

This field can be used to remove the country code from the phone number.

Table and Field Names

The Table and Field Names specify the entities (for example: user, record, incident, ticket, etc) to pop in a screen pop, which field in the entity to match and the value to be matched with.

Screen Pop Url

The screen pop URL that will be displayed. E.g. https://selectedcrm/app/common/entity?id={crmentityid}



Supervisor User Settings

General:
Same settings as Engagement Users

Voice Channel:
Same settings as Engagement Users

Digital Channel:
Same settings as Engagement Users

Voicemail:
Same settings as Engagement Users

Headsets:
Same settings as Engagement Users

AWS Integration:
Amazon Connect Integration:
Amazon Connect Reserved User State Name
Amazon Connect Missed Call/Task User State Name

Amazon Chime Integration:
Same settings as Engagement Users

Contact Center: Same settings as Engagement Users

Supervisor

Supervisor Features

Pop-Out Allowed

Allows the Supervisor display to be optionally popped out to an external Window.

Listen-In and Barge-In Allowed

Allows the Supervisor to listen-in and barge-in on in-progress Agent phone calls.

If you are enabling this feature, additional configuration steps are required. Please refer to Supervisor Monitoring Setup.

Call Takeover Allowed

Whether the Supervisor has the option to take-over the phone call from the Agent (releasing the Agent) when listening in. Has no effect unless the Listen-In and Barge-In Allowed feature is enabled.

Limit User View by Reporting Hierarchy

Limit the Users listed in the Supervisor views to only those Users defined at the same level as the Supervisor or lower in the User Reporting Hierarchy.

Visible Queues Filter

Select the Queues to be shown in Supervisor views. If no Queues are selected, all Queues will be visible.

Optimize:
Same settings as Engagement Users

Universal CRM Integration:
Same settings as Engagement Users

CRM Integrations: Same settings as Engagement Users