What's new in Beta for the 8x8 Work for Desktop users?
Note: Version 8.19 of 8x8 Work for Desktop is not yet available for all users. See what's new for the latest generally-available version of the app!
In the Beta version of 8x8 Work for Desktop, we have added the following features and enhancements:
What's new in Beta for the 8x8 Work for Desktop/Web 8.19 users?
In this 8x8 Work for Desktop 8.19 release, we introduced the following enhancements:
- Improved accessibility for screen readers in areas like Call Control and General.
- Various bug fixes.
What's new in Beta for the 8x8 Work for Desktop/Web 8.18 users?
In the 8x8 Work for Desktop 8.18 release, we have introduced the following enhancement:
8x8 Sales & Account Workespace: is a communication and collaboration tool that helps you build stronger relationships with customers and prospects. You can optimize your sales and account engagement workflows and focus on high-value, long-term deals and relationships. It is dedicated to account success managers, field sales, outside sales, client sales, account executives, and customer engagement roles. It uses Salesforce® as their company’s CRM.
- 8x8 Sales Workspace is optimized for pre-sales workflows. It is dedicated to sales professionals working with prospects and opportunities and is available on 8x8 Work apps (Desktop, Web, and Mobile).
- 8x8 Engage Account Workspace is optimized for post-sales workflows and focused on nurturing a sustainable account relationship. It is only available for 8x8 Work for Desktopand 8x8 Work for Web.
The 8x8 Sales & Account Workespace integrates with Salesforce® and various calendars, including Office 365, Google, and iCloud. It enhances external and internal communications related to accounts and sales opportunities, featuring note-taking capabilities and automatic synchronization to the CRM.
The 8x8 Sales & Account Workespace solution is a communication and collaboration tool that helps you build stronger customer relationships and stay focused on high-value, long-term deals. As an 8x8 Work for Desktopand 8x8 Work for Web user, you now can communicate with your contacts and colleagues through a single window, as well as:
- Import Salesforce® contacts and select Salesforce® List Views on Accounts that are imported into your workflow.
- Link team rooms to their accounts to internally communicate and collaborate around your accounts all in one place.
- Your interactions with the engaged contacts are automatically logged into Salesforce.
To activate the 8x8 Sales & Account Workespace (Beta):
- Go to Settings > Sales & Account Workspace (Beta) , and switch on the Sales & Account Workspace (Beta) toggle. You can disable this option anytime.
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Follow the activation steps described in the Sales & Account Workspace quick guide.
To learn how to manage opportunities and accounts in 8x8 Sales & Account Workespace, see 8x8 Sales and Account Workspace quick guide.
After activating the 8x8 Sales & Account Workespace, you can begin managing your opportunities and accounts directly through the 8x8 Work for Desktopand 8x8 Work for Web apps.
Note: Currently, accounts can only be managed from the 8x8 Work for Desktopand 8x8 Work for Web apps.
The 8x8 Sales Workspace solution is designed for sales professionals who work with prospects and opportunities. It offers an optimized sales workflow that focuses on high-value, long-term deals.
- Go to Sales & Account Workspace (Beta) .
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Select a relevant list view from Salesforce.
- Sort and filter the list view.
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Manage opportunity contacts.
- Select an opportunity contact.
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Communicate and collaborate with contacts.
- Create or assign rooms for internal collaboration and communication
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Access details about opportunities.
- Consult insights and future actions related to an opportunity.
- Consult your upcoming calendar events with this opportunity.
- Identify opportunities from incoming calls
To learn how to manage opportunities, see 8x8 Sales and Account Workspace quick guide.
The Account Workspace solution is a communication and collaboration tool that helps you build stronger customer relationships and stay focused on high-value, long-term deals.
-
Select a relevant list view from Salesforce.
- Sort and filter the list view.
-
Manage account contacts.
- Select an account contact.
-
Communicate and collaborate with contacts.
- Create or assign rooms for internal collaboration and communication
-
Access details about accounts.
- Consult insights and future actions related to an account.
- Consult your upcoming calendar events with this account.
- Identify accounts from incoming calls
To learn how to manage opportunities, see 8x8 Sales and Account Workspace quick guide.
What's new in Beta for the 8x8 Work for Desktop 8.16 users?
In the8x8 Work for Desktop 8.16 release, we have introduced the following enhancements:
Starting with the 8.16 version for 8x8 Work for Desktop and 8.15 version for 8x8 Work for Web, 8x8 Work has integrated with Azure to enhance the quality of audio calls. This optimization is aimed at telephony users operating in an Azure Virtual Desktop environment.
To learn more about this integration, see the Azure Integration with 8x8 Work for Dekstop/Web article, to learn more.
The new public API for Call Queues in Analytics for 8x8 Work, Desktop and Web, is available for Beta user.
You can contact [email protected] with any questions or feedback.
Video Elevation is an integrated solution that allows 8x8 Work for Desktop regular users to establish a one-way video connection while on a call with an external number.
With this feature, you can switch from a phone interaction to a one-way video interaction with a few clicks. This new feature ensures you can get a clear visual of the contact’s problem by extending a video call invitation to gather all necessary information for a quick call resolution. The contact can simply click the link received from you via SMS to establish the video connection without having to install any software.
Note: The live video feed the customer provides is exclusively accessible to the agent and the customer. The customer cannot view the agent during the video interaction.
To use Video Elevation during a call with an external number:
- Place a call from the dial pad to an external number.
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During the call, click Video invite to switch your call to a video meeting:
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In the Video invitation via SMS window, enter the contact number for the video invitation. Let the contact know they will receive a link via SMS, which they should click to join.
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Once the contact accesses the link, the call will be upgraded to a one-way video meeting. Customers can quickly establish a video connection by clicking the link via SMS without any software installation.
To learn more about managing receive calls, see Place and receive calls.
What's new in Beta for the 8x8 Work for Desktop 8.15 users?
In the 8x8 Work for Desktop 8.15 release, we have introduced the following enhancement:
Enhanced keyboard navigation experience
As a user of 8x8 Work, you can switch focus between the Call Control Always On Top and the main window of the Work app any time during a call.
You can locate this shortcut key combination by navigating to Settings > Keyboard shortcuts.
To find all keyboard shortcuts available in 8x8 Work for Desktop, see Use and manage keyboard shortcuts.
The Call Control pop-up includes a Go back button you can use while on a call. Click Go back to switch the focus to the main window of the Work app to navigate using the keyboard.
To learn more on how to manage calls, see Place and receive calls.