WebAgent for SalesForce User Guide

Note: Additional Anywhere365 WebAgent and CTI Integration license required.

Introduction

This user guide explains on how to use the WebAgent in SalesForce Classic.

 

Launch the application

1. In SalesForce Setup click on the menu button at the right top. Select ‘App launcher’ in the menu.

   

2. Select the Anywhere365 WebAgent app.

   

3. At the bottom right you’ll see the utility bar with a button to open the Anywhere365 WebAgent.

   

4. Click the button ‘Phone’

 

Signing in to WebAgent

To use the WebAgent to handle communications, an Agent or Supervisor must sign in with valid credentials.

To sign in to WebAgent

1. The WebAgent sign in page will appear:



2. Sign in using your Anywhere365-enabled account (Sign-in address + Password).

   Note: If you are using an Office365 authentication method, make sure your browser is not set to block pop-ups.

3. After logging in, you will be ready to start using the Anywhere365 WebAgent.

Login UCC

1. Click open your account in the top right

   

2. Select Manage Profile

   

3. Toggle the state to sign in

Icon	Action	Description
	Sign Out	User is currently active, click to sign out.
	Sign In	User is currently inactive, click to sign in.
	Informal	User is Informal and doesn't have the option to sign in or out.

 

Incoming Calls

Incoming calls can be received directly or via the UCC (Unified Contact Center). When an incoming call is received, a pop-up will appear on your screen.

You have the option to pick up the call directly by clicking on the corresponding button, or to ignore the call by clicking on the "Ignore" button.

Please note that the appearance and functionality of the incoming call pop-up may vary depending on your organization's telephony system and settings.

 

Call Buttons

In the Call controls the following buttons are available. The following describes what functionality they have.

Icon	Action	Description
	Hold / Resume	Click this button to put the call on hold. Click it again to resume the call.
	Disconnect	Use the Disconnect button to end a current dialogue.
	Transfer	With the Transfer button, you can transfer a call to another person or skill. For more information on how to use this feature, please refer to the "Transfer" section.
	Mute / Unmute	Click this button to mute your microphone. Click it again to unmute.
	Add Participants	Use this button to add more participants to the current conversation.

These call buttons provide essential functionality for managing your interactions with customers and ensuring a positive customer experience.

 

Incoming call via the UCC example

Incoming calls can be handled directly or via the UCC (Unified Contact Center). For example, if someone calls the main number of your company and it is connected to a UCC, the call will be routed to an available agent with the relevant skill.

Let's say your company uses one skill and has two agents who are using the WebAgent. When the call comes in, it will be placed in a queue and the UCC will look for an available agent with the relevant skill. If you are available, the call will be forwarded to you and the WebAgent will ring, allowing you to answer the call.

If your colleague is initially hunted for the call but does not answer, the call will remain in the queue. You can either pick up the call from the queue or wait until the UCC decides to hunt for another agent (in this case, it would be you if you are available).

The UCC is a powerful tool for managing incoming calls and ensuring that they are handled efficiently and effectively.

Putting calls on hold

To put the current caller on hold, simply press the yellow "hold" button. When a call is placed on hold, the icon will change to indicate that the call is currently on hold.

While a caller is on hold, it's important to keep them informed and provide an estimate of how long they can expect to be on hold. This can help to reduce frustration and improve the overall customer experience.

When you're ready to resume the call, simply click the "resume" button to reconnect with the caller.

Remember, putting a caller on hold should be done with care and consideration. By keeping callers informed and minimizing hold times, you can help to ensure a positive experience for your customers and maintain the reputation of your company.

 

CRM Button bar

At the bottom of the Anywhere365 – WebAgent there is a button bar that provide easy access to common places inside CRM Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. client. After an incoming conversation is accepted, these buttons will be enabled based on your current context.

 

Icon	Action	Description
	Link Contact	if multiple contacts are found and one of the contacts is selected by the Agent, the link button can be clicked to match the selected contact with the current conversation.
	Unlink Contact	if a contact is selected, but this is not the correct contact, the Agent can click the unlink button. This gives the Agent the ability to link another contact to the current conversation (by searching CRM).
	Open Contact Details	Will open the Contact Card, this button is enabled if there is a single match on the phone number of the caller and you are currently not viewing the Contact Card.
	Create Contact	Will create a new Contact, this button is enabled if there are no matches on the phone number of the caller.
	Open Call Details	Will open the Call Activity, this button is enabled if there was a single match on the phone number of the caller, which triggered the generation of the Call Activity.
	Link Case	Will link an existing CRM Case to the Call Activity of the current call, this button is enabled if you are viewing an existing Case.
	Create Case	Will create a new Case, this button is enabled if there is a single match on the phone number of the caller and you are currently viewing the Contact Card or Contact’s Cases overview.
	Toggle Size	Will make the Anywhere365 WebAgent larger / smaller.
	Settings	Will open the CRM settings for the Anywhere365 WebAgent.

 

CRM Settings

Setting	Description
Search after accepting conversation	Only start searching after accept. If turned off, will search when hunted.
Enable wildcard search	Switch to a wildcard search instead of a equals search.
Single match: Pop	When a single contact is found and setting is enabled, you can select which page to open. Options: Detail page, Activity page
Multiple matches: Pop Details	When a multiple contacts are found and settings is enabled, populate the search page.
No Match: Pop page to create a new	When no match contact is found and settings is enabled, you can select which page to open. Options: Account, Campaign, Case, Contact, Event, Lead, Opportunity, Task, User
Pop contact when switching sessions	When enabled and you switch session in the WebAgent, the corresponding contact page is opened.

 

CRM Activity

When the WebAgent is embedded into SalesForce it will perform some automated actions. Below the details what is available.

 

Open Contacts

Based on the incoming session a contact is search, this helps the agent to quickly get to the right page. There are 3 scenarios for this.

By default the search is performed when the session is received. But with the CRM settings you can toggle it to only search when accepting a conversation.

 

One contact found

When a single contact is found it will automatically populate a page. By default this is the Detail page, but this can be altered in the CRM Settings.

 

Multiple contact found

When multiple contacts are found it will automatically populate the search page with the results. From here you can select the desired contact and link the conversation.

 

No contact found

When no match is found it will automatically open a create new page. By default this will be the contact page, but this can be altered in the CRM Settings.

After creating the item, make sure you link the conversation.

 

Activities

When a conversation is linked to a contact, we will trigger the creation of an activity. The action will be performed by the signed-in user, so make sure they have permission to create an activity.

 

Create activity

The creation of activity is done in 2 steps. First an item is created when accepting a conversation and a contact is linked.

The next step happens when the conversation is handled, this will trigger an update on the "Duration" field of the activity.

 

Fields that will be entered:

• Assigned To = Linked to the signed in user.

• Subject = An automated message, for example: "Phone call"

• Name = Linked to the connected contact.

• Due Date = Date time activity was created.

• Comment = An automated message, for example: "Phone call from +31123456789"

 

Activity warnings

If for some reason the activity could not be created, the WebAgent will inform the user about this. Below the possible warnings:

 

 

Audio Recording Control

Note: Both UseAudioRecording (on UCC settings) and AgentCanEditAudioRecording (on UCC settings) must be true. Learn More

Behavior

 

Transferring Calls

Note: To use the Call Buttons, you need to configure the Remote Call Controls, Learn More

Note: Contacts are searched via Microsoft Graph in the Azure Active Directory, filtered on Organizational Users.

Direct Transfer

A direct transfer, also known as a blind transfer, involves transferring the conversation directly to another contact. If successful, the conversation will be transferred, and if unsuccessful, the conversation will remain with the agent. You can initiate a direct transfer using the following steps:

1. Have an active call with a customer.

2. Click on the transfer icon and search for the contact to whom you want to transfer the call.

   Note: Optionally, select the specific endpoint (e.g., mobile) for the contact.

   

3. The conversation will be offered to the contact:

   1. If the contact accepts, the conversation is transferred to them.

   2. If the contact refused, you will remain connected to the customer.

 

Delight transfer

A delight transfer is a process of consulting with the transferee while the customer is part of the consultation, ensuring that the right information is handed over. You can initiate a delight transfer either by drag and drop or via buttons.

Initiate via Drag and Drop

1. Have an active call

2. Search for a contact in the contact pane

3. Drag and drop the contact on the "Release to Delight Transfer box"

   Note: Optionally, you can select the specific endpoint, such as mobile.

   

4. The conversation will now be offered to the contact:

   1. If the contact accepts, you are now in a delight transfer

      

   2. If the contact refuses, you remain connected with the customer

 

Initiate via Buttons

1. Have an active call

2. Click on the icon and search for a contact to consult

   Note: Optionally, you can select the specific endpoint, such as mobile.

   

3. The conversation will now be offered to the contact:

   1. If the contact accepts, you are now in a delight transfer

      

   2. If the contact refuses, you remain connected with the customer

 

During a delight transfer

During a delight transfer, you have access to the following controls:

Icon	Action	Description
	Disconnect Consult	Click this button to disconnect the consulted party.
	Mute / Unmute	Click this button to mute or unmute your microphone.
	Add participant	Click this button to add more participants to the current conversation. Note: By default up to 4 participants can be participating, this includes the Customer and the Agent.
	Transfer	Click this button to hand over the consulted party and exit the conversation.

 

Consultative transfer

A consultative transfer involves consulting with the transferee while the customer is on hold. Here's how you can initiate it:

Initiate via Drag and Drop

1. Have an active call

2. Search for a contact in the contact pane

3. Drag and drop the contact on the "Release to consult box"

   Note: Optional: You can select the specific endpoint, for example, mobile.

   

The conversation will now be offered to the contact. If the contact accepts, you are now in a consultative transfer. If the contact refuses, you remain connected with the customer.

 

Initiate via Buttons

1. Have an active call

2. Click on the consult icon and search for a contact to consult

   Note: Optional: You can select the specific endpoint, for example, mobile.

   

The conversation will now be offered to the contact. If the contact accepts, you are now in a consultative transfer. If the contact refuses, you remain connected with the customer.

 

During a consultative transfer

During the consultative transfer you have the following controls:

Icon	Action	Description
	Disconnect Consult	With the Disconnect button, you can disconnect the consulted party.
	Mute / Unmute	Click to mute your microphone. Click again to un-mute.
	Transfer	Hand over the consulted party and leave.

 

Skill transfer

Skill Transfer allows you to transfer a conversation to another Skill queue or forward it to a Forward Skill.

 

Initiate via Buttons

1. Have an active call

2. Click on the transfer icon

3. Click on the "Skill Transfer" tab

   

4. Search for the skill you want to transfer the conversation to

5. Select the skill

6. The conversation will be disconnected from you and transferred to the selected skill.

 

During a Skill Transfer

During the Skill Transfer, you will not be able to monitor the conversation. The conversation will be handled by the agents assigned to the selected Skill.

 

Outgoing Calls

Note: To perform an outbound call, you need to configure the Direct Call Integration (DCI). If you need more information on how to configure DCI, please refer to Learn More

Selecting outbound phone number

• DC2023.02 or lower
• DC2023.03 or higher

 

Contact

Note: Contacts are searched via Microsoft Graph in the Azure Active Directory and filtered on Organizational Users.

To initiate an outgoing call, you can start from any contact card:

 

Dial pad

Note: Unfortunately, it's not possible to send DTMF tones using the dial pad. To send DTMF tones, please use the Microsoft Teams client instead.

Note: Contacts are searched via Microsoft Graph in the Azure Active Directory and filtered on Organizational Users.

 

Call History Tab

You can use this tab to view your incoming, outgoing, and missed calls.

 

Outgoing Email

Selecting outbound email address

When sending an outbound email, the email will be sent from the first configured Email Dialogue Provider of the selected UCC. To switch mailboxes, select another UCC from the MePerson menu. You can access the MePerson menu by clicking on your profile picture in the top right corner of the screen.

 

Initiate an New Email Session

There are two options to start a new email session:

1. Select a contact and click on the Email icon in the grey area that slides from the top of the contact card. This will open a new email window.

2. Click on the New Email button on the upper left side of the screen to open a new email window.

In the new email window, enter the recipient's email address and the subject of the email. After entering the fields, you can initiate the session with the "Create new email" button.

A new Outbound Email session will now open in the WebAgent. From here, you can compose the body of the email and attach any necessary files. Once you're ready to send the email, click on the "Send" button.

It's important to note that the first email must always go to the primary recipient when creating the Outbound Email Session. After sending the first message, you can then start sending forwards to other recipients.

 

Wrap-up Time

Behavior

During Wrap-up Time, the agent can see a timer on their screen indicating the remaining time before they're allowed to accept another call. If the agent needs more time, they can extend the Wrap-up Time by clicking the "+" button. Each click adds 10 seconds to the remaining time.

If an agent needs to stop the Wrap-up Time before it expires, they can click the cancel button. This will immediately make them available to accept another call.

 

Contacts

On the left side of the WebAgent you will find the contacts. These contacts can be displayed in two ways.

 

 

 

 

Frequent transfers

This group is automatically generated based on the data received from the Universal Timeline Service. The Universal Timeline Service generates a list of your top transferees based on the Call Detail Database. This list can be accessed from the Frequent Transfers group in the Anywhere365 WebAgent.

The Frequent Transfers group shows a list of the top agents to whom you have transferred calls in the past. This feature can be helpful in speeding up your call transfers by allowing you to quickly select a frequently transferred agent from the list, instead of manually searching for them.

To use this feature, simply click on the Frequent Transfers group in the Anywhere365 WebAgent to access the list of frequently transferred agents. From there, select the agent you want to the call to, and use the drag and drop functionality to initiate a Delight Consult of a Consult.

 

 

Dialogues

 

Dialogues Settings

For the Waiting and Connected tabs, you have the option to configure the view. This can be done with the following buttons:

Here you have the following actions

• Sorting Options = Sort the queue by on of the following attributes:

  • (Connected only) Agent = Sort by alphabetic order of the assigned Agent uri.

  • Duration(default) = Sort descending by duration.

  • ReceivedDataTime = Sort ascending by datetime the conversation was received.

  • Skill = Sort by alphabetic order of the assigned Skill name.

• Grouping Options = Change the grouping of the queue to one of the following attributes:

  • (Connected only) Agent = Group by Agent assigned to this conversation.

  • Channel = Group by Channel, for example Email, WhatsApp, etc.

  • Domain = Group by the domain of Receiver of the conversation.

  • Receiver = Group by Receiver of the conversation.

  • Skill = Group by current assigned Skill of the conversation.

  • UCC = Group by UCC of the conversation.

• View = Change the view of Text items:

  • Compact = A compact view of the results, with the following attributes:

    • Type = The type of the conversation.

    • Sender = The URI of the sender.

    • Skill= The Skill where the conversation is connect to.

    • Duration = Show the duration of the conversation. Time between condensation created and now.

  • Extended = Compact view extended with the following attributes:

    • Subject = The subject (header) field of the conversation.

    • Reference ID = Reference ID is an unique ID created per Text conversation.

    • Received date and time = The datetime the conversation was received.

 

Contact Information

Previous Contacts

Timeline

Cases

Classification

Agenda

The agenda can be opened with the . After signing in you can see your current agenda of today.

Icon	Action	Description
	Day	See the Agenda items in a per day view.
	Month	See the Agenda items in a per month view. From here you can select the day you want to see.
	List	See the Agenda items in list view.
	Previous	Go to the previous day or month.
	Next	Go to the next day or month.
	Today	Return to today.

 

Open contacts Agenda

1. Search for a contact in the contact panel.

2. Click on the contact and select the more options button.

   

3. This will open a menu, in here you can select "See Agenda".

   

4. This will open the agenda pane with the agenda information of the contact.

 

Call History

The Call History shows information about previous audio conversations of the Agent. You can open it by clicking on the icon. Based on the historic information of the UCC (CDR Database) the previous audio conversations are shown.

• All = All audio conversations where the Agent was the Initial Agent or the Initial Transferee.

• Incoming = All incoming audio conversations where the Agent was the Initial Agent or Initial Transferee.

  Note: This only includes conversation where the Agent accepted the conversations. Hunts are not included.

• Outgoing = All outbound audio conversations (Outbound intercepted, Initiated via the Dialpad, or Click to Dial) where the Agent was the Initial Agent.

• Missed = All direct inbound audio conversations (Inbound intercepted) missed by the Agent.

  Note: This does not include hunts of regular incoming UCC conversations.

 

Side bar

From top to bottom:

Icon	Action	Description
	Incoming	Shows the calls that are currently in the Queue
	Contacts	Providing search capabilities to find contacts and initiate chats / calls to them
	Call history	Overview of historical calls with ability to call back contacts, or remove them from the list. Note: Only visible in combination with Universal Timeline Service
	Search Text	When connected to the Dialogue Manager, you can search preview text based conversations. Note: Only visible in combination with Dialogue Manager
	Dialpad	This opens the dial pad. From here you can enter a phone number to initiate an outbound call. Note: Only visible when the Agent is configured for DCI.
	New Email	This opens the new email menu. From here you can enter the information to initiate an new email session. Note: Only visible in combination with Dialogue Manager and Email Dialogue Provider

 

Settings

Accessing Settings:

To configure your WebAgent settings, click on the MePerson menu located on the top right corner of your screen. From there, select "Settings" to access the various options available.

 

General Settings:

Under the General settings, you can customize the following options:

• Change theme: You can set the color theme of the WebAgent. Choose between Dark theme, Light theme, and Teams theme.

• Notification time: You can select how long a notification should be displayed. Choose between 5 Seconds, 10 Seconds, 30 Seconds, or No Timer.

• First open dialogue tab: You can configure which tab should be open by default for a new conversation. Choose between Cases, Classification, Contact information, Conversation, and Timeline. If the selected Tab isn't available, it will fallback to Conversation.

• Enable shortcuts: You can toggle if shortcuts should be enabled. By default, they are enabled.

 

Audio Settings:

Under the Audio settings, you can customize the following options:

• Incoming text conversation: When enabled, an audio file will play when a text conversation is offered to the Agent. Choose between None, Ringtone 1, and Ringtone 2. This way, an agent can hear a text session being offered even when the WebAgent isn't on the screen.

• Incoming text message: When enabled, an audio file will play when a new text message is added to the text conversation. Choose between None, Alert 1, and Alert 2. This way, an agent can hear a new text message has been received even when the WebAgent isn't on the screen.