- Agent Guide Introduction
- What Is Agent Desktop?
- User Interface Overview
- 1.1 Menu Elements and Functions (at left side of Agent Desktop)
- 1.1.1 Active Conversations List (ACL)
- 1.1.2 Contact Info Panel
- 1.1.3 User Status Indicator/Selector
- 1.1.4 Timer
- 1.1.5 Conversations
- 1.1.6 Directory and Dial Pad
- 1.1.7 Text Input Field
- 1.1.8 Selected Conversation's Documents
- 1.1.9 Calendar
- 1.1.10 My Cases
- 1.1.11 Contacts
- 1.1.12 Supervision
- 1.1.13 Chat Center
- 1.1.14 My Grades
- 1.2 Controls Area (at top right of Agent Desktop)
- 1.3 Context Information Area (at center of screen)
- 1.4 Alerts
- 1.1 Menu Elements and Functions (at left side of Agent Desktop)
- Working in Agent DesktopTutorials
User Interface Overview
The Agent Desktop application user interface is shown with an active call. Its main elements are shown, and these elements are often referred to in the subsequent sections of this guide.
Menu Elements and Functions (at left side of Agent Desktop)
The elements of the Agent Desktop application screens perform the following functions.
Active Conversations List (ACL)
The Active Conversations List shows all your active interactions. For example, if you make a consultation call while holding a service call, this list will show them as two separate items. When you select a particular call or chat from this list, more information about this interaction and the related controls will appear in the Contact Info Panel. When you select an email from this list, the email content and the related controls will appear in the Context Information Area. For emails, the Active Conversations List also provides access to your team email queue, your personal email queue, and case history.
Contact Info Panel
The Contact Info Panel provides information about and controls the interaction selected in the Active Conversations List. This is the area of the application that you will use most often to handle your active (established) calls and chats.
The Contact Info Panel contains the following:
- Service Selector for associating calls with the specific services your contact center provides
- Number Input Field for entering phone numbers for outbound and internal calls
- Directory and Dial Pad for accessing your company's directory of users and accessing the standard phone dial pad
User Status Indicator/Selector
The User Status Selector and Indicator displays your current state and, when clicked, a drop-down list of other states to select. You can use the selector to change your state manually.
For more information, see section Understanding and Handling Your States.
The timer indicates the time spent in the current agent state.
To show or hide the Active Conversations List in the Context Information Area, click the Conversations icon. When the Active Conversations List appears, you can access the Directory, Favorites, Recents, and Dial Pad.
The contents of your Context Information Area (at the center of the Agent Desktop) depend on what you are currently doing while logged in to Agent Desktop. For example, in the screenshots shown, the user is viewing the My Grades section of Agent Desktop while navigating to Conversations.
Notice the difference between the two Agent Desktop views shown.
The Directory is your contact center's ready-to-use phone book, allowing you to browse through teams of agents, supervisors, or even important external contacts. The Directory stores the names, numbers, profile photos, and user status (logged in or not logged in) of users in your contact center. Users are organized according to teams, and you can expand or collapse the full list of users within each team.
Mousing over a user's name causes the phone icon and the chat icon to appear. Clicking on the phone icon will initiate a call to that user. Likewise, clicking on the chat icon will initiate a chat to that user.
The Favorites tab contains your personal list of frequent contacts; favorites may be both internal and external. Mousing over a Favorite contact's name causes the phone icon and the chat icon to appear. Clicking on the phone icon will initiate a call to that user. Likewise, clicking on the chat icon will initiate a chat/SMS/MMS to that contact.
To add a contact to your Favorites list, mouse over the contact's information until a contact card pops. From here, you will be able to click the star button, which adds the contact to your Favorites.
The Recent tab displays all recent interactions you have processed, including internal system messages.
The Dial Pad is a standard phone dial pad; it can be used to dial outgoing calls or for selecting IVR menu options.
Directory and Dial Pad
The Directory and Dial Pad button is a versatile tool that allows you to easily toggle between active interactions and the buttons displayed in the Conversations area (i.e., Directory, Favorites, Recent, and Dial Pad). Additionally, different information will be popped to you depending on how the button looks when you select it. Note that the behavior of this button changes depending on whether the Conversations area is open or closed.
The Directory and Dial Pad button has two different looks.
The first is a filled dial pad grid.
The second is an empty dial pad grid.
If the Conversations area is open and the button is displayed as a filled dial pad, clicking on it will display all the tabs normally seen in the Conversations area (i.e., Directory, Favorites, Recent, and Dial Pad are displayed); however, the Dial Pad is displayed by default. Note that if there are active interactions, they will be displayed in the Active Conversations List. If the Conversations area is closed, mousing over the button displays the same information.
If the Conversations area is open and the button is displayed as an empty dial pad, clicking on it will display any active interactions (e.g., an active chat session). Any other active interactions will be displayed in the Active Conversations List. If the Conversations area is closed, mousing over the button displays the same information. Note that if there are no active interactions, selecting or mousing over this version of the button will display an empty Conversations area.
Text Input Field
The Text Input Field allows you to enter messages for real-time text-based interactions, such as service chat, SMS, and internal chat.
Selected Conversation's Documents
If a conversation or case has been selected on the Agent Desktop, the email messages, chat messages, or other documents associated with the conversation will be displayed in the Context Information Area.
Click the Calendar icon to view and edit the user's calendar in the Context Information Area. For more information, see section How to Open the Calendar.
Click My Cases to work with email cases from your Team Queue, Personal Queue, or Pinned Cases in the Context Information Area. For more information, see section General Information About Handling Email.
Click Contacts to search and view contact information for the people in your directory, cases, and recent contacts list.
The Supervision icon is shown only to supervisors logged in to Agent Desktop.
Click Chat Center to initiate chats with chat groups or personal chats with other users in your organization.
Click My Grades to view metrics related to your and your team's performance in the Context Information Area. For a more detailed explanation, see General Information About My Grades.
Controls Area (at top right of Agent Desktop)
This area on the user interface provides access to help materials, application settings, and the log out function.
Click the Contact Search icon to display a text field for searching your contacts.
Clicking the Wallboard icon will direct you to the Wallboard Builder application in a new browser tab or window. Wallboards display statistics and informational widgets about your current performance and/or performance of your team. If you have the privilege to edit wallboards, you can customize them from the Wallboard Builder application.
Click the Help icon to access help materials, such as links to documentation, HR, and procedures.
If you have not uploaded a user profile photo, Agent Desktop Settings is shown as a cog icon . If you have already uploaded a user profile photo, that same image is shown in place of the cog icon. Click either icon to update your settings.
Mousing over the user profile photo or the Settings cog icon will cause the first name, last name, and extension number of the logged-in user to be shown.
Note that in previous versions of Agent Desktop, the user's first and last name used to be displayed at the top of the Active Conversations List, next to the user status indicator. That area is now used for displaying contact information for the party with whom you are communicating.
Click Log out to log out of your working session.
Context Information Area (at center of screen)
The Context Information Area displays web pages and forms that can be used to provide the information you need in order to serve your customers (e.g., customer profile) and enter new information based on your conversation with the customer (e.g., a purchase order). The appearance of content in this area is often synchronized with the delivery of a customer interaction to your desktop (e.g., during call ringing). For more information, see section Understanding Screen-pop.
The Context Information Area is also used for the following:
- Your grades and wallboards
- Standard email processing functions such as message reviewing, reply editing, and case search
- Knowledge Base
- Pop-out chat panels
- The display of data received from customers during chat sessions
- Teams and services dashboards
- Calendar display
Alerts are orange icons that indicate the number of items on a contact that require attention. Note that this may include unread emails and pending calendar events. In order to resolve the alerts, agents must complete pending calendar events and process/open any new emails.