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Agent Knowledge Base
Release Notes
Agent Knowledge Base

Agent Portal and Setup

  • Getting started
    • Your Inbox
    • Agent Portal Overview
    • What I can see on my screen after I log in
    • Changing my password
    • What to do if I forget my login password
    • Agent Setup Guide
      • How to log in
      • Portal walk through
      • Status Settings
      • Making an internal call to another agent or group
      • Selecting how I receive calls
  • Communication
    • Configuring audio settings
    • Changing my contact method
    • Contacting a customer
    • Searching a queue
  • Status management
    • Using the status bar
    • Changing my current status
    • Indicating if I’m available or on a break
    • Making myself available on specific channels and/or queues only
    • Viewing the status of other agents and queues
  • Recent activity
    • Recent activity summary
    • Viewing detailed statistics
    • Viewing summary information for queues in my group(s)

Handling Calls

  • Inbound Calls
    • Answering a call
    • Having calls delivered to me automatically
    • Pick up a call that is ringing on another agent’s phone
  • Outbound Calls
    • Calling from the Outbound panel
    • Calling from the Quick Dial panel
    • Calling from your saved contacts
    • Calling from your recent calls list
  • Call Management
    • What I can see on my screen when I’m on a call
    • Using the call control buttons
    • Tasks to complete when your call ends
    • Recording a call
    • Transferring a call to a third party
    • Viewing recent calls
    • Receiving desktop notifications
    • Agent Scripts for calls

Handling Emails

  • Logging into your email server
  • Handling emails
  • Responding to an email
  • Sending an ad-hoc email
  • Activating an email
  • Forwarding an email
  • Parking an email
  • Classifying an email
  • Inserting text blocks
  • Selecting email attachments
  • Viewing and taking pending emails from queues
  • Deciding which queue’s items to take first
  • Returning or transferring an item to a queue
  • Viewing the history of an email
  • Viewing the activity timeline of an email

Handling SMS Messages

  • Sending an SMS message
  • Sending SMS messages during webchats

Handling Webchats

  • Introduction to Webchat
  • Using Webchat
  • Using Webchat Templates
  • Activating and Parking a Webchat
  • Transferring Webchats
  • Classify and Wrap-up a Webchat
  • Sharing Chat History with a Customer
  • Webchat
    • Handling webchats
    • Responding to a webchat
    • Activate a webchat
    • Sending a chat history to the webclient
    • Flagging a webchat as abusive
    • Returning or transferring an item to a queue
    • Viewing pending webchats and taking webchats from queue(s)
    • Deciding which queue’s items to take first
    • Contacting a customer via the current chat session
    • Pausing a webchat
    • Using the chat control buttons
    • Extending or ending my wrapup time
    • Inserting a template
    • Classifying a webchat

Handling Payments

  • Managing Live Payments
  • Taking, sending or refunding a payment
  • Taking pending payment transactions from queues
  • Viewing payment transactions

Scheduled calls

  • Scheduled calls
  • Scheduling a callback for the current call
  • Scheduling a callback between calls
  • Viewing and changing times for scheduled callbacks
  • Making a scheduled callback

Contacts

  • Confirming a customer’s contact record
  • Managing contacts
  • Viewing a customer’s contact history
  • Contacting a customer by email or social media
  • Updating a customer’s details
  • Looking up a customer’s contact record
  • Creating a new contact record

Third-party CRM Platforms

  • Third-party CRM platforms overview
  • Using the Contact softphone within Salesforce
  • Using the Contact softphone within MS Dynamics
  • Using the Contact softphone within Zendesk
  • CRM Troubleshooting
  • CareConnect
    • CareConnect introduction
    • Making outbound calls to patients
    • Receiving patient’s calls
    • Searching for patient’s details
  • ConConnect
    • Logging into ConConnect
    • Making an Outbound call using ConConnect
  • CareConnect 2.0
    • CareConnect 2.0 Introduction
    • Enhancements and new features for CareConnect 2.0
    • View a patient’s details using CareConnect 2.0
    • Using CareConnect 2.0 to handle patients calls
    • Managing your status and availability using CareConnect
    • Sending a SMS using CareConnect

Troubleshooting

  • Capturing intermittent faults using Bug Tracking
  • Troubleshooting issues with receiving calls
  • Checks to resolve issues with WebRTC
  • Diagnosing Call Quality Issues with WebRTC Diagnostics
  • Home
  • Docs
  • Third-party CRM Platforms
  • CareConnect 2.0
  • Enhancements and new features for CareConnect 2.0
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Enhancements and new features for CareConnect 2.0

As well as improvements to the current functionality available within CareConnect there are a number of new features designed to help you complete more of your tasks within the app. The enhancements and new features should make it easier for you to focus on the tasks at hand without needing to switch between apps.

CareConnect Improvements #

The existing functionality and interface has been updated to streamline call handling, and improve the overall experience.

Updated Interface #

The refreshed look and feel includes updated CareConnect branding and logo, a more modern interface and improved navigation and overall usability.

Viewing Patients Details #

The new updates make it easier to view patients details and manage information and interactions within the app. We’ve also made changes to prevent deceased patient records from appearing in search results.

What’s new in CareConnect? #

The update brings new functionality directly into the CareConnect App making it easier for you to manage more of your workflow in one place and reduce context switching.

Call Functionality #

One of the major benefits of the CareConnect update is the ability to manage core call actions directly within the app. As well as answering incoming calls in the app you will also be able to:

  • End calls without returning to the Contact web interface
  • Complete wrap-up actions after a call ends
  • Select where calls are routed to
  • For calls taken using WebRTC, you will also be able to use hold and mute call controls

Update Status and Queue Controls #

Agents will now have more control over their availability and the queues they are signed into from within CareConnect. This will mean they won’t need to open the Contact Agent Portal in order to manage these changes helping them stay in control of their availability while keeping their workflow inside a single application.

Advanced Patient Details #

As well as improvements to viewing patient details there is also new functionality to make it easier to manage patient records and appointments. Agents can now view the patients journal which includes Reminders, Alerts and more. They also have the ability to view upcoming patient appointments.

What do you think? #

We’d really value your feedback on the updated CareConnect. Please take a moment to share your thoughts using the feedback form!

Feedback Form

How did you find this training?
CareConnect 2.0 IntroductionView a patient’s details using CareConnect 2.0
Table of Contents
  • CareConnect Improvements
    • Updated Interface
    • Viewing Patients Details
  • What's new in CareConnect?
    • Call Functionality
    • Update Status and Queue Controls
    • Advanced Patient Details
  • What do you think?

End User License Agreement