Process Configuration
3 min
Overview
This tab is used for creating, managing, and deleting campaigns under a Key Entitiesprocess. It includes the following sections and tabs to facilitate these functions.
Figure: Process Tab
The User Interface of this tab varies based on the campaign type selected in the left-side menu. It can be divided into several parts:
- Left Navigation Section: This fixed left sidebar allows browsing through various processes and campaigns. If the sidebar is hidden, click the icon to open it; if visible, click "X" to close it. The pane includes a "Create New Campaign" button to start new campaigns and a search box to find specific processes or campaigns.
- Tabs: By default, these tabs appear when you first visit the page, though their visibility and settings depend on the selected campaign type:Details of these tabs are covered in the Campaign Settings documentation.
- Settings
- Routing
- Users
- Call Context
- Default Working
- Queues
- Canned Message
- Holiday/Office Hours
- Customers
- Local IVR
- Custom Fields
- State
- Rule
- Media Profile
- Customer Card
- QA Parameters
- Prompt
Operations: Operations here are categorized as:
- Process Management: Click any process name in the left navigation to configure its settings. If no campaign exists, Process Settings won't appear; create a campaign first before accessing these settings.
- Campaign Management: The administrator can create, edit, and delete campaigns, which are essential for setting up the Contact Center.
Create Campaign,
Process Tab Interface for Different Campaigns,
Delete a Campaign
This organizes campaign creation and management effectively with process-specific configuration and operational tools.
Process Settings
You can click a process name in the left navigation bar to view the settings of this process.
The Settings of a Process contains the following tabs. Click the links to know more about them.
- Chat Theme
- Custom Fields
- Customer Distribution Rules
- PACE State
- PACE Rule
- Customer Card
Have a question?
Our knowledgeable support team and an awesome community will get you an answer in a flash.
To ask a question or participate in discussions, you'll need to authenticate first.