TELAVOX OMNI Agent Software
Send an Email:
- Click “Create errand”.
- Click “send an errand” and recipient
- email in the “To” field.
- Type your message and hit “Send.”
Send a File:
- While composing an email, click “Attach File.”
- Select the file and click “Send.”
Address Book and Select Email:
- Access the “Address Book” on the right of the address field.
- Choose an email address and click “Select.”
Lock an Email:
- Click “Lock” to ensure replies go to the same agent.
Collaborate
Collaborate with a Colleague:
- Click on the three dots and click on “Copy”.
Copy & Paste Colleague’s Answer:
- Highlight the text, right-click, and choose “Copy.”
- In your email, right-click and choose “Paste.
Unified Statistics
Only available if you are an admin user in Telavox Omni.
Find Statistics:
- Click on the “Main Menu” and choose “Statistics” and then “View Reports”.
Basic Statistics:
See overall performance, response times, customer feedback etc.
Knowledge Base
Only available if you are an admin user in Telavox Omni.
Access Knowledge Base:
- Find it in the main menu.
Update Content:
- Click “Edit” on an answer to make changes.
Tagging Errands
Tag an Errand:
- Open an errand, click “Tag,” add your tag.
Filter Errands by Tags:
- Use the “Filter” option and select tags.
Create Own Tags:
- Go to settings, find “Tags,” click “Add.”
Only available if you are an admin user in Cention.
Search
Search Options:
- Use keywords, customer name, or ID for different searches.
Refine Search:
- After the first search, refresh and use additional filters.
Satisfaction Meter
Only available if you are an admin user in Telavox Omni.
Gather Customer Feedback:
- Click on “Administration” in the main menu and then “Organizations”. Now choose “Receipts and Greetings”, here you can decide what to send to customers for your feedback gathering.
Documents / Resources
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TELAVOX OMNI Agent Software [pdf] User Guide OMNI Agent Software, Agent Software, Software |
