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

  1. Select a project from the project list, then select Script editor.
  2. Select Datasheet or Script.
  3. Hover your mouse over the Datasheet or Script menu, then press Add new icon.
  4. Set your preferences, then press Save and Close.

To Delete a Datasheet or Script

  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.
  4. Hover your mouse over the datasheet or script you want to delete, then press Delete icon. Press Yes.

To Allow Agents to Edit Contact Details

  1. Select a project from the project list, then select Script editor.
  2. In the General pane, mark or unmark the Editing on contacts tab checkbox.
  3. Press Save.

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