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Summary of the Configuration Manager Tabs

The following table summarizes the Configuration Menu tabs and their functionality in Configuration Manager.

Configuration Manager Page Tabs Directly Accessible from the Page
Home View or modify the following information in Home page:
  • Summary: View a summary of your tenant channels, groups, and queues.
  • Profile: Configure account and tenant settings.
  • Audio Files: Upload and manage audio file greetings and messages.
  • Schedules: Configure the schedules for the contact center. For example, you can have a separate schedules for Support staff and Sales.
  • Dial Plans: Configure the tenant default dial plan or create a custom dial plan.
  • Agent's Idle Timer:
Security Security options include:
  • Roles: Create roles, define privileges or permissions, add and assign administrators to the roles.
  • SMTP Servers: Configure a custom SMTP server for better security and HIPAA compliance in addition to the tenant SMTP server.
  • IP Address Restriction: To identify secure IP addresses from which agents and administrators can connect to the Virtual Contact Center network.
Agent Groups Groups are organizational categories, such as Sales or Support. A group includes a collection of agents who report to a supervisor. The default agent group Ungroup allows you to create agents without requiring you to create a group beforehand. For details, refer to Create Agent Functional Groups.
Users Users are a list of agents, supervisors, and administrators. It allows you to assign privileges of an agent and administrator to the same user eliminating the need for separate login credentials. While adding a user, you get to determine if the user is an agent, an administrator, or both. For an administrator, you can also select the desired role. For details, refer to Add Users.
Agents use the Agent Console to view and manage customer interactions. Virtual Contact Center supports regular agents and supervisor agents.
Queues/Skills A queue is an ordered collection of interactions waiting to be served by agents qualified to respond to these interactions. Queues direct incoming interactions to agents.
In Queues you can:
  • Create, edit, and delete queues of all media types: inbound and outbound phone, chat, email, and voicemail.
  • Assign members to queues
  • Define targeted service level
For details, refer to Create and Configure Queues.
Channels Phone, email, or web chat interactions arrive at a tenant on a channel. Phone channels are either Service channels or Agent channels. Email and chat channels are created in the Channels page. You can add a new email and chat channels and edit the existing phone channels.

Note: To create a Phone channel, contact the 8x8, Inc. provisioning department.

For details, refer to Create Channels.
Scripts IVR scripts define how Virtual Contact Center processes Phone, Email, or Chat interactions. They provide the capability of guiding incoming interactions to self-direct them to the desired destination within the contact center. Create a user-defined script or use a system default script such as IVR script default, Agent DID script, or Agent Extension script.
For details on phone IVR scripts, refer to Create a Phone IVR Script.
For details on email scripts, refer to Create an Email Script.
CRM The CRM page allows agents and supervisors to manage customers, cases, follow-ups, and tasks.
For details, refer to Configure Local CRM.
Support Center Support Center allows you to create customer-facing support web page including FAQs, desktop sharing, chat, and email for your contact center. You can modify and use My Default Support Center or create your own.
For details, refer to Support Center Services.
Outbound Setup For campaigns to function successfully, they need to connect to the Virtual Contact Center CRM or an External CRM, extract data from a specific CRM object, and generate a target call list. The Outbound Setup allows defining global properties for campaign management.
For details, refer to Configure Outbound Setup.
Campaigns A campaign is an outbound phone based dialer that enables you to search, generate, and feed a call list to an outbound queue facilitating automated outbound dialing. The Campaigns page allows defining new campaigns, or controlling or managing existing campaigns.
For details, refer to Create a Campaign.
Broadcast Use the Broadcast page to send a message to one or more Agent Groups. The page contains only the Broadcast tab.
For details, refer to Broadcast Messages.
Integration Virtual Contact Center offers integration capabilities with Local CRM and third party Customer Resource Management (CRM) systems.
For details, refer to Integrate with External CRM.
Status Codes Status codes allow contact center supervisors to track how an agent functions through a workday.
For details, refer to Status Codes Overview.
Transaction Codes Transaction codes offer a means to apply call disposition to inbound as well as outbound interactions.
For details, refer to Transaction Codes Overview.
Outbound Phone Codes

 

Outbound Phone Codes allows you to define and configure Outbound Phone Code lists.
For details, refer to Outbound Phone Codes Overview.
Wallboard Wallboard allows you to get the real-time metrics of your contact center operations.
For details, refer to Wallboards Overview.
Chat Design Chat design allows you to design a custom chat to match your company's requirements and to create a custom chat script to control the chat flow.
For details, refer to Configure Embedded chat design.

See Also

 


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