User Guide

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Navigation and Communication Toolbars

 
Change Type
Description
Version Number
Enhancement
Script navigation button view (for example, hidden) can be changed using the Toolbar Buttons control
4.5.29
Enhancement
Functionality is extended to CT controls
4.5.31
Enhancement
Activity button displays script timer (when script is running)
4.5.40
 
This screen displays once a script has popped (launched), and/or logged into a Communication Provider.  Please note that some buttons may not appear or be active depending on the integration.  For specific integration information please follow the links at the bottom of this page.
 
Navigation and Communication Toolbars
 
All button functions are described below. Each of the buttons visibility and availability can be controlled by using the Toolbar Controls.
 
1

Login Status

1. Login Status
 
Shows Communication Provider login status.
2

Actions

2. Actions
Options will vary depending on the integration and settings.  Examples of Actions include an agent being able to select the campaigns they wish to attach to, or detach from, as well as logout from the dialler.
3

Agent Messaging

3. Agent Messaging
Allows messages to be sent to specific agents, groups or everyone.  The message displays across the top of the screen.  See Agent Messaging for more information.
4

Activity Button

4. Activity Button
Allows the agent to move from one activity to another (for example, if completing an email script, an incoming call would pop a new script.  The activity button allows them to move from one script to the other when required).
As from version 4.5.40 this button also displays a script timer (when the script is running).
 
 
Users will able to see how long an interaction has been active for as well as being able to disconnect specific interactions.
Note that a script on it's own will  just show the script activity.  Within a script activity, there may or may not be a connected call or interaction.
By default, all activities in the toolbar must be completed before the user status will be changed back to "available".  Some telephony integrations allow the programmatic changing of agent status at the end of a specific script regardless of whether other activities remain in the toolbar.
5

Script Watcher

5. Script Watcher
Allows agent to view script and, if appropriate, campaign/call list information.  Variables and script fields can also be set to view through a script run.  This function is usually used by technical support teams when troubleshooting, rather than an agent. 
6

Log

6. Log
The Log button provides login status information:
 
7

Home

7. Home
Move to the first page of the script.
8

Back

8. Back
Move back to last visited page.
9

Forward

9. Forward
Move forward to last visited page (agents cannot move forward to a page without using the script buttons first).
10

End Call (Script)

10. End Call (Script)
Move to penultimate page of script (usually to select an outcome and close the script).
11

Transfer Script

11. Transfer Script
Allows agent to transfer script to other user. The receiving agent will receive a notification of the transfer via toast popup on their agent desktop and alert in the task management popup.  Call is transferred separately.  As from version 4.5.30 transferred scripts will appear in the toast popup alert in the Agent Desktop.
 
12

Spell Check

12. Spell Check
During a script run the agent can use the spell check feature to check all data entered in text boxes and text areas (address fields are not checked).
13

FAQs

13. FAQs
Click to view Frequently Asked Questions help page (see Script FAQs for information on how to add entries).
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14

Make Call

14. Make Call
Click to Make Call.  Once clicked a Destination box and Dial button appear:
 
15

Transfer Call

15. Transfer Call
Click to transfer call.
16

Mute

16. Mute
Click to mute caller.
17

Record

17. Record
Click to record call.
18

Hold

18. Hold
Click to put caller on hold.
19

Disconnect

19. Disconnect
Click to disconnect (hang up) call.
20

Pick up

20. Pick up
Pick up call.
 
 

Specific Dialler Integration Information

 
For specific dialler integrations please follow these links:
CallMedia - coming soon
ININ - please see separate ININ manual (contact helpdesk for further information if required)