Communication Panel

The following changes and improvements are made in Communication Panel.

Transferred Emails

Picklist and History views have been enhanced to show conversation which are in the process of being transferred.

  • Status: Pending is now the state shown for agent to agent transfers
  • Status: InQueue for agent to queue transfers
  • Transfer state: arrow indicating transfer

Now agents are able to see to whom an email is being transferred to (from whom via the tooltip). Transferring conversations can also be picked by any agent.

Transferred email

Preferred/Required Agent

While an email is being offered to a preferred or required agent, the following icons are displayed and the assigned agent name is shown:
  • Preferred agent:
  • Required agent:
During the offering to a preferred or required agent the Pick button is disabled until the configured expiry time has elapsed, the tooltip of the icon displays it. For the required agent function, configure the settings Use Required Agent Instead of Preferred Agent and Default Expiry Time for Required Agent in System Configurator > Queue Settings > Queues > E-Mail Settings. For the preferred agent function, configure the setting Time Limit for Accepting E-Mails in System Configurator > Queue Settings > Queues > E-Mail Settings.

Conversation List

Agents now have an alternative to searching for their pending emails in the History or Picklist views. My Conversations previously showed only active conversations, now it also displays the agent’s emails in a pending state.

Conversation list

Agents can also filter which emails are shown.

Conversation filter

Attachment Upload and Warning Messages

When an agent adds an attachment to an email, the uploading process is shown in the Attachments list: the status is Pending when the attachment is being uploaded and Added when it is finished. Additional warning messages may be seen prior to email sending. For more information, see New Settings for Outgoing Email Server.

Wrap-Up for Outgoing Direct Conversations

The wrap-up time defined in user settings (User Menu > Settings > General Settings > Personal Wrap-Up Time) only affected incoming direct conversations. The setting now also affects outgoing direct conversations.

New WhatsApp Message

Agents can now create new WhatsApp discussions.

The function follows WhatsApp opt-in rules:

  • Agents can create a new discussion if the last message received from the customer is less than 24 hours old.
  • Agents can utilize template feature if the last message is older than 24 hours and the customer has given opt-in.
  • If the customer has not provided opt-in, then the use of SMS is proposed.