Contact Expert v7.5

Contact Expert Portal

Purpose

The purpose of this guide is to provide detailed information about the use of Contact Expert Portal, the administrator website of Geomant's Contact Expert (CE). The following areas are covered in these chapters:

• An overview of CE portal interface
• Procedures for CE configuration
• Procedures for daily operations

Overview

The CE portal provides:

• A modern, unified, fast and convenient interface
• Built-in Skype for Business web client
• Administrative and quick reporting functions

Tip

Mind the tooltips! Even though we will try to cover the most important things in this documentation, all portal elements (input fields, check-boxes, lists etc.) have tooltips associated. You can read these by hovering the mouse cursor over them.

Please note that this version of the product supports the following locales: EN-GB, EN-US, HU.

What's Included in this Document

• Getting Started with Administration
• Roles and Permissions
• Start Page
• Designing Queues & Campaigns
• Workflow Settings
• Configuring Agents
• Contact Records and Contact Lists
• Multimedia Infrastructure
• Callback Requests
• Recording
• Reporting Definitions
• Alarm Management

Audience

This document is a guide for administrators and supervisors using the CE portal.