Administration Tutorials

Bright Pattern Documentation

Generated: 7/02/2022 1:53 pm
Content is available under license unless otherwise noted.

Administration Tutorials Overview

Tutorials for Admins is a collection of articles that explain how to accomplish specific goals using Bright Pattern's Contact Center Administrator application. Step-by-step tutorials cover various topics related to configuration, integrations, setting up services, building scenarios, AI and bots, and much more.


Readers of this guide are expected to be familiar with and have access to Contact Center Administrator, the application that is used for configuring contact center operations and generating reports.


Tutorials for Admins is a growing collection of "how-to" articles. If you need help with a topic that is not already covered in documentation, please contact Customer Success Management, connect with us via the Contact Us page, or post comments to documentation articles.

Guide Sections

The following is a list of sections in this guide.

AI & Bots Tutorials Overview

AI and Bot tutorials provide step-by-step instructions on how to create functional chatbots and integrate them into your contact center services.

Learn how to create chatbots, configure chatbot integration, and how to get your Bright Pattern scenarios to work with your integrated chatbots.

For more information about using the Contact Center Administrator application, see all Tutorials for Admins.

Bot Creation

Integration Account Configuration

Putting It All Together in Bright Pattern

Chat Tutorials Overview

Chat tutorials show you how to enable chat/messaging capabilities for your contact center. You will learn how to set up chat services, place Bright Pattern's chat widget on your website, and more.



Launching Chat on Webpages

Configuration Tutorials Overview

Section Configuration presents tutorials about configuration steps you should follow in order to accomplish specific tasks within your contact center, for example, configuring hours of operation. Configuration articles may require knowledge about and access to various Bright Pattern Contact Center applications, such as Contact Center Administrator, Scenario Builder, Form Builder, Agent Desktop, and so forth.


Forms Tutorials Overview

Bright Pattern form-building exercises show you how to set up forms in the Contact Center Administrator application and the Form Builder application.

These exercises highlight the important configuration steps needed to get your forms up and running in Agent Desktop, as well as optional enhancements.

These articles are available in the Form Builder Reference Guide, section Form-Building Exercises.


Integrations Tutorials Overview

The tutorials in this section offer step-by-step instructions on how to configure CRM and messenger integration accounts for your contact center.

For more on integrations, see the Contact Center Administrator Guide, section Integration Accounts.


Integration Account Configuration

Single Sign-On (SSO) Integration

Lists Tutorials Overview

The tutorials in this section offer step-by-step instructions on how to work with lists in your contact center.

For more information, see the Contact Center Administrator Guide, section Lists.


Phone Devices Tutorials Overview

Bright Pattern Contact Center software supports a variety of phone devices for your agents to use as well as the ability for administrators to configure access to these devices. In order to promote maximum efficiency in your contact center, you may find it helpful to streamline the available phone device options.

The following phone device configuration tutorials are based on likely use cases for your contact center; they include the following:

Note: The following functionalities are not supported unless the BPClient plugin is installed:

Additional Notes:

Scenario Tutorials Overview

Scenarios are created and edited in Bright Pattern's Scenario Builder application. The articles in this section link to scenario-building templates, exercises, and "how to" articles in the Scenario Builder Reference Guide.


Services Tutorials Overview

In this section, you will learn how to configure services (e.g., voice, chat, email, etc.) for your contact center. The tutorials in this section are meant to help you get services up and running quickly.

For more information, see the Contact Center Administrator Guide, section Services and Campaigns Overview.


Voice Tutorials Overview

This section provides tutorials on anything related to voice services.