Contact Center

Document Metadata

Category: Customer Portal / Contact Center
Audience: Administrators, Support Team, Engineers
Difficulty: Intermediate
Time Required: Approximately 20–40 minutes
Prerequisites: Active ConnexCS account, access to the Customer Portal module, basic understanding of contact-center workflows and portal navigation
Related Topics: Customer Portal Overview, Contacts Management, Customer Dashboard, Portal Access Configuration
Next Steps: Review portal permissions for contact-center access, configure roles and workflows, test portal login and contact-center operations, and integrate with customer account & contacts data

Overview

1. Introduction — Click here to understand the basics of the Contact Center module.

2. Contact Center Setup and Usage Guide — Click here for a complete guide on setting up and using the Contact Center.

3. Dialer Dashboard — Click here to view and understand the dialer dashboard and its metrics.

Setting Up the Dialer

1. Introduction — Click here for an overview of dialer setup.

2. Campaign Creation — Click here to create and manage dialer campaigns.

3. Agent Creation — Click here to add and configure agents.

4. Script Creation — Click here to create scripts for agent interactions.

5. Leadset Creation — Click here to upload and manage lead data.

6. Agent Dialer Guide — Click here to learn how agents use the dialer effectively.