Customizing Datasheets and Scripts

Reading Time: 3 minutes

You can customize your datasheets and scripts using an intuitive, drag-and-drop editing interface.

Table of Contents

To Access the Script and Datasheet Editor Interface

  1. Select a project from the project list, then select Script editor.
  2. Select Datasheet or Script.
  3. Press Expand icon to see your datasheets or scripts, then select an item you want to customize.

Note: Datasheets and scripts that are saved but not uploaded are marked with a VCC Live expired project icon. Make sure you upload them so that the agents can see changes you committed to the datasheet or script pages.

To Add Controls from the Toolbar

  • Once the editor interface is open, drag and drop controls from the toolbar to the required location. See Types of Controls section.

VCC Live Desk Script Editor Illustration

To Delete a Control from the Script or Datasheet

  1. Once the editor interface is open, select the control you want to delete, then press Delete icon in the toolbar.
  2. Press Save and upload.

To Edit a Control’s Properties

  1. Once the editor interface is open, select a control that is already on your datasheet or script.
  2. The control’s properties are located on the right. Set the desired settings.
  3. Press Save and upload.

To Obligate Agents to Fill in Data

  1. Once the editor interface is open, select a control that is already on your datasheet or script.
  2. The control’s properties are located on the right. Mark the Required checkbox.
  3. Press Save and upload. Agents now cannot close the script or datasheet without filling in the data.

To Show or Hide a Control by Using Conditions

  1. Once the editor interface is open, select a control that you want to hide until certain conditions are met.
  2. The control’s properties are located on the right interface. Mark the Hidden checkbox. The system will jump automatically to the Visualization tab.
  3. Select an option (field) from the Field and values condition drop-down list, then select one or more values using the checkboxes. When the selected values are marked by an agent, the hidden control will appear.

To Move to Another Script Page by Using Conditions

  1. Select a project from the project list, then select Script editor.
  2. Expand the Script list, then select a script.
  3. The script page’s properties are displayed on the right interface. Select Simple condition from the Condition of loading next page drop-down list.
  4. Press VCC Live edit condition icon to edit the conditon.
  5. Select a field from the drop-down list, and then a value.
  6. Select a script page name from the drop-down list.
  7. Press Close. When an agent selects the field value with condition, and then presses the next page button, the system will jump to the specified script page.

Related articles

There's always more to learn. Discover similar features by visiting related articles:

Can't find what you need? Use the comment section below to connect with others, get answers from our experts, or share your ideas with us.


There are no comments yet.
Subscribe to our newsletter
or Contact us!
Please note that by subscribing to our newsletter, you agree to receive regular email messages from VCC Live® about service related news and updates. By subscribing to our newsletter, you also agree that VCC Live® will use your data in accordance with the applicable Privacy Policy until you unsubscribe from the newsletter.

Privacy Settings Center

Necessary

Necessary cookies are essential in order to navigate around a website and use its basic features. You must accept these cookies as the website cannot function properly without them.

__cfduid,debug,PHPSESSID

Marketing

Marketing cookies are used to track visitors across websites and deliver advertisements that are more relevant and engaging to you.

__atuvc,__atuvs,_at.cww,_hjIncludedInSample,_hjRecordingEnabled,ads/user-lists/#,at-lojson-cache-#,at-rand,bt2,di2,_fbp,IDE,lidc,loc,NID,ouid,r/collect,rc::a,rc::b,s,test_cookie,uid,uvc,vc,xtc

Statistics

Statistic cookies collect data to help us understand how visitors use our websites and are used to improve the user experience. These cookies don’t collect personal information and cannot identify visitors.

_ceg.s,_ceg.u,_ga,_gat,_gid,_gat_UA-1696494-11

Other

Other cookies are those cookies that do not fall into the categories above. These cookies are in the process of being classified.

loglevel,socketCluster.authToken,u,webchatClientId,webchatOpen