System Admin User

How to change Agent View - Scripting (Pop-Up)

This demo will help explain how to change or configure your Scripting - for pop-ups on demos to clients. 

You are able to make or change Scripts for a client.  So when you demo Inbound Calls in the Agent View, the correct Script will pop.

** It is important to note that all available Scripts are built in the Ivinex Admin (backend) - much like Modules.  

In order to change to a different Script (Pop-Up) in the Ivinex frontend, we can set this up from the Campaign Manager module.

Setup and Configure CAMPAIGN MANAGER:

Click on the Campaign Manager module (shown in RED) tab on the Ivinex top Nav menu.  When you click on Campaign Manager, you will see the Campaign List & Campaign Details windows on the screen.

The Campaign List to the left shows a list of all campaigns in Ivinex.

Select the specific Campaign record (shown in GREENwith the proper POP-UP SCRIPT associated, the Campaign Details will show up in the Campaign Details window.

The Campaign Details contain the CAMPAIGN (BLUE) and POP-UP SCRIPT (YELLOW) fields.

Select a CAMPAIGN that you want to choose from the Campaign List.

Select the POP-UP SCRIPT dropdown field for the script you would like to pop. 

Currently showing the CAMPAIGN as "Collections" and POP-UP SCRIPT as "Case" (or Cases). 

This will be the script that will pop when you demo to the client for this campaign.

 

Note:   See the "How to Use System Admin" for simple understanding of switching out a client logo, and show how to use the Scripts modules for a client on the backend.  This will be where you can make Scripts in Ivinex.