My Call Setting Guide

——Module for the agent to customize personal preferences of the My Call interface

Main Functions of My Call Setting

● Support customizing the time range of call list on the left side of the talk pop-up.

● Support customizing the tab sequence in the pop-up. For example, the docked CRM page is displayed on the first tab.

● Support customizing the "auto-fold" or "auto-unfold" of the service summary module when the pop-up is opened.

● Support customizing the background color of the talk pop-up. The agent can choose a more eye-care background color.

How to Use My Call Setting

● Pop-up Customization

1. In the Agent Workbench\More\Settings\Call Center\My Call Settings, you can set "preferences" for the My Call page.
2. In "My Talk List - Display Data Range", you can customize the time range of the call list on the left side of the talk pop-up. For example, if you need to process the data of recent 2 days frequently, you can define the time range of the call list as "yesterday+today".
3. In “Talk Pop-up - Tab Sequence”, you can drag and drop to adjust the order and position of tabs.
4. You can customize whether the service summary module is "Unfold by Default" or "Fold by Default" when the pop-up is opened in "Talk Pop-up - Service Summary".
5. You can customize the background color of the My Call pop-up in "Talk Pop-up - Pop-up Background Color".

Figure 1: My Call Setting