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
- Select a project from the project list, then select script_editor.menu.label.
- Select tabs.menu.label or script.tab.label.
- Hover your mouse over the tabs.menu.label or script.tab.label menu, then press
.
- Set your preferences, then press save.caption.label and close.label.value.
To Delete a Datasheet or Script
- Select a project from the project list, then select script_editor.menu.label.
- Select tabs.menu.label or script.tab.label.
- Press
to see your datasheets or scripts.
- Hover your mouse over the datasheet or script you want to delete, then press
. Press Yes.
To Allow Agents to Edit Contact Details
- Select a project from the project list, then select script_editor.menu.label.
- In the general.caption.label pane, mark or unmark the allowEditingOnContactTab.label checkbox.
- Press save.caption.label.
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