When a call is connected to an agent, Voicent Dashboard automatically displays the following windows by default: CRM window, call script window, call history window, and campaign window. These windows will stay open even a call is disconnected, so agents will have time to enter call notes and update customer CRM records. These windows will be automatically closed when a call is released.
Customize Popup Screens
The CRM window and call script window can be customized within Voicent Gateway. For example, you can disable the CRM window or show a webpage for another CRM system. For details, please use the following instructions:
- Open -> ->
- Go to the
Here you can customize which windows will pop up when a call is being handled by Dashboard.
Video link: Personalization then select