ContactPad address book
When an agent clicks to make a call to, consult with, or transfer to another party, ContactPad's address book opens. The agent can either type in a telephone number or click one of the existing contact types. Depending on which features are enabled for your account, the address book will contain different contact types:
Contact type | Icon | Make call | Consults and transfers | |
---|---|---|---|---|
Inbound calls | Outbound calls | |||
Agents | Icon color indicates the availability of each agent. | |||
Groups | ||||
Groups only appear when using the old consult UI. | ||||
Queues | In enabled for your account, all queues appear. | |||
Interaction plans | By default, interaction plans do not appear in ContactPad. If enabled for your account, all interaction plans will appear. Interaction Plans Manager You can optionally restrict individual interaction plans from appearing, by configuring in Interaction Plans Manager. For information about configuring interaction plans to appear in ContactPad, see the How do I create a new interaction plan? section in Using Interaction Plans Manager. | |||
Short codes | Short codes must be configured to appear in ContactPad. For information about configuring short codes to appear in ContactPad, see Configuring short codes. |
For more information about how the agent interact with the address book, see Making and receiving calls in ContactPad.
For general assistance, please contact Customer Support.
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