Types of Controls
The intuitive editor interface allows you to create complex datasheets and scripts by dragging and dropping controls. Read about using controls in the Customizing Datasheets and Scripts section.
Most of the controls must be used in conjunction with, for example, database fields. When editing controls that fully rely on fields, you can create new fields directly on the editing interface.
List of standalone controls you can use without fields: text, box, table, placeholder, browser, button, play, and email templates.
|Inserts formatted text. Used to display texts on the datasheet or script. (For example, instructions for the agents or script lines.)
|Enables agents to input information such as text, email address, or number. Used in conjunction with text or simple type fields.
|Enables users to choose a value from a list of a pre-defined set of options. Can be used in conjunction with simple database fields.
|Enables users to choose one of a predefined set of options. Can be used in conjunction with simple database fields.
|Enables users to select more than one item from a list of a pre-defined set of options. Can be used in conjunction with multiple-type database fields. Agents can multi-select values using the Ctrl or Shit keys.
|Date and time
|Enables users to select a date and time. Can be time or date only, as well as time and date. You may adjust (increase or decrease) the agent-selected value in the settings.
|Gives users access to a predefined web page. Not to be confused with Agent Browser. See Embedding Websites.
|Displays active email templates. Enables agents to select an email template to be sent to the record if not triggered by a disposition.
|Enables users to select one or more items from a list of a pre-defined set of options.
|A control that consists of a text box and drop-down list.
|Enables users to choose a value from a list of a pre-defined set of options.
|Enables users to play a voice file during a phone call. Can be heard by the other party. Required format: wav. Work in call status only.
|Used to contain and group different types of controls.
|Used to create multiple boxes to contain and group various types of controls.
|Used as a line break to divide groups of controls.
|VCC Live Pay
|Allows agents to initialize one-off or recurring over-the-phone payments if VCC Live Pay is set up. This control is used to request and input card details in order to initiate payments.
There's always more to learn. Discover similar features by visiting related articles:
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