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From Bright Pattern Documentation
< 5.8:Agent-guide‎ | Tutorials
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This page contains changes which are not marked for translation.
Other languages:
English • ‎日本語
• 5.3 • 5.8

Contents

  • Agent Guide
  • Introduction
  • Welcome
  • What Is Agent Desktop?
  • User Interface OverviewGetting Started
  • SetupUsage
  • Working in Agent DesktopTutorials
  • Tutorials
    • Tutorials Overview
    • Calendar
    • Calls
    • Cases
    • Chat Center
    • Chats
    • Contacts
    • Knowledge Base
    • Microsoft Teams
    • Outbound Campaigns
    • Remote Assist
    • Search
    • StatesHelp
  • Troubleshooting

Cases and Email

  • Overview

Accepting Email

  • How to Accept an Email

Creating Cases

  • How to Create New Cases

Follow-ups

  • How to Use Pinned Cases to Send a Follow-up Outbound Email
  • How to Use Cases to Send a Follow-up Outbound Email

Fonts

  • How to Change Default Email Font

Handling Email

  • Filtering Case History Content
  • How to Close an Email without Replying
  • How to Change an Assigned Email Service
  • How to Compose a Reply
  • How to Transfer an Email
  • How to Forward an Email
  • How to Send a New Outbound Email
  • How to Save an Email as a Draft
  • How to Insert Images into Email
  • How to Insert Hyperlinks into Email

Masking Data

  • How to Remove Sensitive Data from Emails

Print

  • How to Print an Email

Retrieving Email from Queue

  • How to Retrieve an Email from the Team Queue
  • How to Retrieve an Email from Personal Queue

Reviewing Email

  • How to Review an Incoming Email


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