System Admin User

 

9. If the client needs to use the Answering Service.  Navigate to the Admin section of Ivinex and click the “New Script” button at the bottom left side of the screen.  Give the script a name appropriate to its function in the singular and plural name fields and click “Add,” and then you will see the name of your script in the Scripts list. Click the name of your script to configure specific field options. Replace the text “put script text in here” with the appropriate text for the call center agent to read and click “Save Layout” when done.

Once your script is defined, go to Ivinex on the user side and locate the appropriate campaign in the CC-Campaigns module, or use the instructions above to import a campaign from CXone.  Once the campaign is imported, select the name of the script that you just created from the Script Module drop down menu.  Then fill out the remaining fields as appropriate for that campaign.  Multiple scripts and campaigns can be defined for many types of call center roles.  The script is what the call center agent is prompted to read when a call comes in to the assigned campaign.

Next, you will need to create a Call Center – Agent View that displays the customer records, ticket module, notes, history, etc. *Do not create new campaigns from the Ivinex user interface. As a best practice, you should always import campaigns so that they link with established dialers.