Engage Digital | Platform navigation and layout
The Engage Digital platform consists of three unified interfaces that the user can easily navigate. Each interface is unique but has a parallel structure that makes learning to navigate the platform intuitive and straightforward.
When you first log in to the platform, the first thing you’ll see is the agent interface, but you can quickly switch to Admin or Analytics by using the top header bar. Depending on your access, you may have access to one or all interfaces.
All configurations for Agent and Analytics are performed by administrators in the admin interface. What you can see and access in each interface depends on what your admin configures for you.
Let’s first discuss what you’ll see in the top header bar.
Top header bar
The top header bar is available at the top of your screen in each of the interfaces. On the top left, you’ll see the menu icon, which looks like three stacked lines. If you click on the menu icon, it expands the left navigation bar, so that you can see the names of each product menu option.
In the middle of the top header bar, you’ll find links to the following interfaces: Agent, Analytics, and Admin. Click one of these links to quickly switch between interfaces.
Finally, at far right, you’ll find your profile menu, indicated by a blue circle with your initials in the center.
Profile menu
In the top right corner, you’ll find the initials of the user that you’re signed in as. Once you click the initials, the profile menu will provide several menu options.
Configuring notifications
You can select Configure notifications in the dropdown to open the Configure notifications page. There are two types of notifications: email and interaction notifications. Email notifications pertain to the work item alerts in Routing mode and Inbox. Interaction notifications are configurations for your browser pop-ups and sound alerts preferences. You can enable or disable these notifications according to your preference.
Another way to configure your notification is through your desktop browser settings (i.e., notification settings in Google Chrome). This pop-up alert comes directly from your browser and is helpful when you’re looking at a different window or screen so that you don’t miss a work item alert.
Impersonate agent
The Impersonate agent feature lets you impersonate another agent and respond to a customer using another agent’s identity. If you have access and are currently impersonating another agent, your name will display as ‘John Doe, as Agent Jane.’
Note that while impersonating another agent, your system access and permission will reflect the agent you are logged in as.
View my audit log
The View my audit log menu option provides a summary of your tasks and interactions in the platform. Audit logs take note of just about every change within the system, providing a complete track record of your activity, organized by date and time. Once you select View my audit log from the profile menu, the Audit Log page will appear.
Need help?
When you select Need help? from the profile menu dropdown, it will redirect you to the help page, an online guide to the platform. Here, you can search for the info you need by entering the keyword in the search bar or by manually looking up the information by scrolling through the page.
Left-hand navigation bar
The left-hand navigation bar, also called the left nav bar, is the blue sidebar that you can always find at the left-hand side of your screen. When you click on the menu icon (the one that looks like three stacked lines) the list of names associated with each product menu option will appear.
Inside the left nav bar, you can access the Inbox (folder and circle icon), Routing mode (checkmark and box icon), and if you are given the permission, the Supervision menu.
Admin
The admin platform is the interface for administrators to configure all the settings for your digital contact center. To access the admin interface, select Admin from the top header bar.
The default view you’ll see under Admin is the Users menu option. If you hover over each icon in the left nav bar, a sliding tray will reveal the names of the menu options available to you. For more information, visit Intro to Admin.
See the list below of what you can find in the left nav bar in the admin interface:
- Users: Indicated by a three-person icon, this allows you to manage user roles and permissions. Roles grant users permissions to take certain actions in the platform. To learn more, visit Intro to roles and permissions.
- Channels: Indicated by a three-pointing arrows icon, this allows you to manage your channels and community configurations. To learn more, visit Intro to channels.
- Routing: Indicated by a two-curved arrows icon, this allows you to manage your categories, message routing, and digital channels. To learn more, visit Intro to categories.
- Digital: Indicated by a chat box icon, this allows you to manage customer. information and identities, surveys, and more. To learn more, visit Using identity tags.
- Agent tools: Indicated by a person and tools icon, this allows you to manage your agents' reply assistant and email templates. To learn more, visit Intro to the reply assistant.
- Settings: Indicated by a gear icon, this allows you to manage your account settings like business hours, audit logs, and notifications. To learn more, visit Intro to settings.
- Applications: Indicated by a three-box icon, this allows you to manage installed applications.
- Dev Tools: Indicated by a comment marker icon, this is a tool accessed by developers only.
Agent
The agent interface provides all the tools you need in a unified platform to juggle a wide variety of high volume messages from digital channels.
You can access the agent interface by selecting Agent via the top header bar. The default view you’ll see under the agent interface is the Inbox. If you hover over each icon in the left nav bar, a sliding tray will reveal the names of the menu options available to you. For more information, visit Navigation and layout for Agent.
The Agent menu options are:
- Inbox: Indicated by a folder and circle icon, the Inbox is one of the operational modes that agents can use to respond to customer messages. Additionally, the mailbox folders under this view can be fully customized by your administrator according to your needs. To learn more, visit Intro to Inbox.
- Routing mode: Indicated by a checkmark and box icon, Routing mode is one of the operational modes that agents can use to respond to customer messages. Additionally, the mailbox folders under this view are sorted in three different folders according to the workflow status of interactions. To learn more, visit Intro to Routing mode.
- Supervision: Indicated by a person and clock icon, the supervision console allows supervisors to monitor agent activity. Supervisors can access metrics including agent’s average presence time, average interaction duration, number of interactions waiting, and more. To learn more, visit Intro to Supervisor.
Analytics
Analytics refers to the real-time, historical, and custom reporting sections of the platform in the form of dashboards, stats, and reports. To access the analytics interface, navigate to Analytics via the top header bar.
The default view you’ll see under the analytics interface is the dashboard. If you hover over each icon in the left nav bar, a sliding tray will reveal the names of the menu options available to you. For more info, visit Intro to Analytics.
See the list below of what you can find in the left nav bar of the analytics interface:
- Dashboard: Indicated by a four square icon, the dashboard report shows activity for your entire account.
- Volume: Indicated by a graph and a circle icon, the Volume reports category provides reports on messages filtered by channel or category, or by a time period such as hour or day, as well as conversations by category, threads by channel, and more.
- Activity tracking: Indicated by a magnifying glass and an arrow icon, the Activity tracking reports allow you to compare agent performance.
- Quality value: This is indicated by a check mark and shield icon. The Quality value reports show quality metrics that you’re watching closely and can be enabled to report during your specified business hours.
- AI engine: Indicated by a circuit icon, the AI engine reports on the automatic categorization engine that learns from manual actions performed by agents. This report uses the AI engine to analyze message sentiment and record a count of positive, negative, or neutral messages as they arrive in the system.
- Dashboards: Indicated by a combo chart icon, this is where you can create dashboards to organize and view your reports. In addition to reports, you can also add KPI widgets to your dashboards.
- Analytical Designer: Indicated by a graph and a paper icon, this is where you can create reports based on data collected from your contact center’s operations. Charts or graphs present your data using defined sets of measures, attributes, and filters.
To learn more about the categories of reports under Analytics, visit Intro to reports.
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