V3 General
XCALLY section | Settings → General |
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In this section, you can configure the following general system settings:
Global
Min Internal: the minimum internal number (Extension) that can be assigned to Agents, Users and Telephones.
Chat closing interaction timeout: time in minutes a chat session is automatically closed if unattended (default=30; 0=never) and disposed as Timeout
RTL Support enable/disable switch - RTL Support for Arabic, Persian and Hebrew languages
Stop Recording on voice call transfer: select this option if you want the recording to stop when a call is transferred. In case of blind transfer the recording will be stopped; in case of attended transfer the recording will be stopped only if the transfer is outbound (explore more documentation about it, by clicking here)
Disconnection timeout: Time interval in minutes before an Agent is logged out after socket disconnection
Enable audio split for voice recordings: Audio recordings will be split in several audio, one per participant. Consider that if you enable this option, no recording is saved if you select gsm as audio format, because it is incompatible. If you have some voice queues with gsm recording format, you will see this warning message with a link redirecting to the queues configured with this format
Max attachment size in MB: Choose the attachments size limit in Omnichannel interactions (Allowed values are between 1 and 25) - remember to update nginx settings if necessary
Max plugin size in MB (15MB by default): choose the plugin size limit (allowed values are between 1 and 50) - remember to update nginx settings if necessary
Enable Voice Recording in new queues by default: enable the option to record automatically new voice queues (in the format selected below)
Limits of various files that can be uploaded to Motion
Attachments are limited by the Max Attachment Size indicated in settings
Then there are specific limitations per channel account (and in that case Motion takes into account the smaller value between the channel limit and the value entered in Max Attachment size section) e.g.:
SMS - Telnix: 0.9MB
Whatsapp:https://developers.facebook.com/docs/whatsapp/cloud-api/reference/media/#supported-media-types
Telegram: 20MB
Plugins: zip file max 15MB and they don't depend from settings parameter
Tools-Sounds: max 15MB and they don't depend from settings parameter
Ends pause on single channel (disabled by default): this switch option allows agent to end pause only on specific channels (by activating a partial pause). If option is enabled, all webRTC agents can see on bar, when they pass in pause status, the opportunity to turn back in ready status also only on certain channels
Invitation email: here you can select the created template (which includes the information about how to access, credentials, link) which can be sent by email to the new users or agents to login into the platform
In invitation link base address you can instead indicate the Motion URL.
These fields regulate the email sending and it is necessary to indicate both fields to send correctly the invitation emails.
By default no template is selected and if it is not inserted, it’s not possible to send invitation email
So each new users/agents will receive the email and the invitation link base address will redirect him to login page, where user/agent has to insert a new password and automatically logged in.
Motionbar
Auto Updater: you can enable/disable all the Phonebar Updates (this feature requires at least the version 5.1.24.0 of the Motion Phonebar on the workstation in use). If this switch is disabled, the agents will not be informed if a newer Motion Phonebar release is available. The default URL for autoupdating is displayed in the panel (the Motion Administrator can change it using a different repository).
Remember Me toggle: enables or disables the RememberMe feature on the Agent Phonebar
Report
Split Report: use this flag to disable splitting reports exceeding a configurable length. The default values are shown when this flag is enabled and can be changed.
Agent Omni Desktop Interface
Enable Email Preview: this flag allows to enable the Agent to preview the last message exchanged in email interactions
Search on Enter key: if selected, the request starts only after pressing Enter. If not selected, the request starts only after having entered at least 5 characters, as well as after pressing Enter (available from Rel. 2.5.11). This option is valid for all the Omni Desktop Interface sections of the Agent and in the sections that allow the search of values within a table by Admin or User (e.g. the Hopper table, Accounts Interactions, Chat Offline Messages, etc)
Message Alignment: chose the way you want the messages from the Agent and the Customer are displayed in the interaction view. The possible choices are:
alternate (each message type is aligned to alternate sides of the the screen)
left (all messages of all types are aligned on the left side of the screen)
right (all messages of all types are aligned on the right side of the screen).
Interactions Reload Timeout for each channel (Chat/Email/OpenChannel/SMS Channels and WhatsApp Connector): enter here the value in seconds of how often you want the system to reload the interactions made for the channel in question (0 = real time update).
Preview Recall Me Reminder Interval: Time interval in minutes before which notification will be sent to the Agent informing him/her about Preview Recall Me Call to be made.
Interaction tabs limit: Maximum number of tabs that can be opened on the Agent Omni Desktop interface (by default 20 tabs).
When the maximum number of new tabs is reached, the Agent cannot have any further open tabs.
But consider that if for example Agent1 closes a tab of the managed Chat1, this interaction remains assigned to Agent1 anyway. So if relative customer writes another message on Chat1, the interaction is passed to Agent1 anyway (if he/she is online) without considering the realtime max interaction tabs limitEnable close all button: by enabling this option, agents can close all open tabs. The “Close All” button will be shown after the minimum amount of open tabs configured here (by default 2 tabs).
Search max days before limit: Maximum number of days Agents can set in Filtered Search. It represents the date range limitation (0 means no limitation) in filtered search for Agents Omnidesktop Interface in: Scheduled Calls, Voice, Abandoned calls, Recordings, Channels' Interactions sections. For example, if this value is set as 50 days, when Agents search last year Email Interactions, the system won’t show interactions and will return a message:
Agent Idle Auto Logout Timeout
Time interval in seconds before an automatic disconnection popup is presented to a WebRTC type agent, being idle (0=disabled). So for agents, it’s possible to enable the auto logout after the number of minutes indicated here in idle status (e.g. 300 seconds).
When an agent performs no operation for the number of seconds configured in the parameter, a modal is shown with the message “Disconnection due to inactivity”
If agent does not click on CONTINUE within 60 seconds, he will be automatically disconnected (otherwise the inactivity timer is reset).
Consider that if the agent passes in pause status, the auto-logout functionality is to be suspended. When the agent comes out of the pause, the functionality must be reactivated and the timer restarted from zero.
Finally, if you want, it’s possible to enable the Quick Assistant button to add a quick open button in the sidebar to enable the Agent Assistant
Screen Recording
You can insert in this section the path where to save the files produced using the screen recording function. If you want to use the default destination path (Video/AgentId_AgentName/<year>/<month>/<day>/) do not insert anything here.
Security
Security Suite (Default=Enabled for new installations, Default=Disabled for installation updates): this setting enables a set of security rules for Administrators, Agents, Telephones and Users accounts. If these rules are not enabled, you have no constraints in password length or duration. If they are enabled, this means that:
The secure password format allowed is:
Minimum length of 8 characters
At least one lowercase letter
At least one uppercase letter
At least one digit
At least one symbol in the range ~!@#$%^&-_=+[{]}.
The password is automatically reset and must be reinserted at the first user/admin or agent login (this doesn't apply to telephones): remember that the new password must be different from the old one.
Password Lifespan: The number of days before the password expires and needs to be changed (this rule applies only to users/admin and agents, not to telephones)
Voice Recording Encryption: if this option is enabled, the files containing voice calls recordings will be encrypted applying the AES-192 algorithm (see infobox below). This option will better protect your data from unauthorized use or file system breach and is highly recommended if in the stored voice calls there are sensitive or personal data. The encryption is turned off only if the files containing the voice recordings are accessed from the Motion user interface.
Allowed login attempts before locking: in this field, the Administrator can set how many incorrect login attempts will be accepted before a user/agent becomes temporary blocked (Default=5; Unlimited=0)
Minutes to wait before automatic unlock: in this field the Administrator can set the amount of time a user must wait after being blocked for exceeding the maximum number of wrong login attempts (Default=10; No automatic unlock=0).
Enforce Password History: when this selector is enabled, every time you change your password the system prevents you from using one you have already used before (remember: by default when you change a password you can never reuse the current one). The number of previous passwords to be checked can be entered in the field made available when this selector is active. The value must be less than or equal to 12.
Disable MFA for all users: If toggle button is checked, Multifactor authentication will be disabled for all users. Users won’t be able to enable or disable MFA.
Enforce MFA for Agents: Enforce agents to activate and use multifactor authentication to login
Enforce MFA for Users: Enforce users to activate and use multifactor authentication to login
Enforce SSO login for Agents: Enforce agents to use single sign on authentication to login
Enforce SSO login for Users: Enforce users to use single sign on authentication to login
Privacy Policy switch set that allows you to enable masking the:
Email Addresses: insert the number of characters of the customers' email addresses you want to be masked to the Users/Agents for whom data protection with Mask Sensitive Data has been selected;
Names: insert the number of characters of the customers' names you want to be masked to the Users/Agents for whom data protection with Mask Sensitive Data has been selected;
Numbers: insert the number of digits of the customers' phone you want to be masked to the Users/Agents for whom data protection with Mask Sensitive Data has been selected;
You can activate or deactivate each of the switches related to the elements whose privacy you want to ensure.
Cookies Banner: Enable/disable the Cookies banner for Administrators, Agents, and Users accounts.
IMAP
Login Mail Frequency (sec): insert here the Email Channel fetch frequency (in seconds). Remember to restart the email service after the change (go to Settings→System Processes)
SSO
Switch to Enable/Disable Single Sign-On with Google
Switch to Enable/Disable Single Sign-On with Active Direcory (Active Directory SSO)
Switch to Enable/Disable Single Sign-On with SAML (SAML SSO)
WebRTC
Auto Gain Control: AGC can automatically adjust the microphone volume , so that participants receive a certain volume level , will not change the speaker and the microphone distance
Echo Cancellation: AEC removes echoes, reverberation, and unwanted added sounds from a signal that passes through an acoustic space
Noise Suppression: NS reduces background audio noise from surrounding environment, providing greater clarity
Quality Analysis
In General section, you can define AWS bucket configuration if you want to use the Quality Analysis with the AWS cloud provider.
So in these fields you can define default transcriptions Language and Bucket name (Amazon S3 Storage where to upload your transcribe and analysis data)
Then in A.I. Analysis you can switch on/off the features that you desire to use:
Transcribe: by selecting the default account between OpenAI and AWS. If you choose AWS, the system asks you also the Transcribe Region, so you need to choose from the list of proposed values the geographic region closest to you. If instead you configure OpenAI for the transcribe, you have only to choose the Transcribe OpenAI account
Sentiment Analysis: by choosing your Amazon Sentiment Account and Sentiment Analysis Region
Post call analytics: by choosing your Amazon Post Call Analytics Account and Post call analytics Region
Microsoft Teams Voice Connector
It is possible to enable MT users' presence visibility to Agents from their Omnidesktop Interface.
Enter the parameters of the application previously created in the Azure Portal:
MT Tenant ID: Insert the Directory (tenant) ID value
MT App ID: Insert the Application (client) ID value
Visit this page for further info: https://xcally.atlassian.net/wiki/spaces/XM/pages/1916305416/Microsoft+Teams+Voice+Connector#XCALLY-Configuration
Date/Time Formats
It is possible to choose the format that best respects your habits for:
Date/Time
Date
Time
Duration
Timezone
The configuration is applied to the entire XCALLY environment.
Moreover if admin wants to set a different format for report, he can modify it from his user area, clicking on Profile → Manage Date/Time Format
So admin can use global settings or set a desired formats (for date/time, date, time, duration, timezone and reports date/time).
If he chooses a personal reports date/time format, reports will be exported with the relative one.