Managing Datasheets and Scripts

You can create datasheets and scripts that help agents handle calls using predefined dialogues, talking points, and information sheets.

Note: Datasheets appear as individual tabs that agents can switch between. Scripts appear as pages on a worksheet that agents can navigate through.

Table of Contents

• To Create a Datasheet or Script
• To Delete a Datasheet or Script
• To Allow Agents to Edit Contact Details

To Create a Datasheet or Script

1. Select a project from the project list, then select script_editor.menu.label.
2. Select tabs.menu.label or script.tab.label.
3. Hover your mouse over the tabs.menu.label or script.tab.label menu, then press .
4. Set your preferences, then press save.caption.label and close.label.value.

To Delete a Datasheet or Script

1. Select a project from the project list, then select script_editor.menu.label.
2. Select tabs.menu.label or script.tab.label.
3. Press to see your datasheets or scripts.
4. Hover your mouse over the datasheet or script you want to delete, then press . Press Yes.

To Allow Agents to Edit Contact Details

1. Select a project from the project list, then select script_editor.menu.label.
2. In the general.caption.label pane, mark or unmark the allowEditingOnContactTab.label checkbox.
3. Press save.caption.label.