The Web Interface
- XCALLY Knowledge (Unlicensed)
Commands and Functions List
After logging in, the XCALLY Motion Web Interface will be shown with the following header on top of it:
Quick Access to Agents section
Quick Access to License section
User Information Button: avatar, full name, username and internal number
Clicking on this button, it is possible to Change Password, Manage 2FA, Logout
4. Search Button : the Search button launches a research to find the section of the left-side Menu of XCALLY.
Type into the search field and the drop-down menu will show you the XCALLY section.
If you search for a specific section that your XCALLY doesn’t have license for, the search won’t give you result.
5. List of supported languages (click to choose a different language)
6. Messenger button to exchange messages with other users and agents or groups of them.
The Internal Messenger
The Internal Messenger can be used to chat with other Agents or Users/Supervisors or Admins logged to the same Motion Server.
1. Clicking on the header button the user can access the Internal Messenger and see all the available recipients (those with a green badge are currently logged in and those with a red one are not): | 2. Use the Search (by name) or Select (by status: Online/Offline/All) and find your message recipient from the list: | 3. After selecting a recipient, you can immediately start typing your message: |
4. When the recipient receives the message, a badge will appear on the Internal Messenger button: where the number shown on the badge refers to the the total number of messages unread: Just click on this button to open the Messenger. | 5. The message received is put on top of the list and you'll see a badge number to show how many unread messages you've received from that sender: | 6. To reply, just type your message and send it. You can very easily exchange messages like in the following example, where the conversation takes place between an Agent and a User (Supervisor): |
How to manage Messenger Groups
The Internal Messenger environment allows also to the user/admin to create or delete groups:
Click on theÂ
 icon and then on the Groups tab:
Click on the button
and fill the New Group form:
Name: choose a name for the group
Members: start typing the name of the XCALLY user. At the third letter, the system will show you the list of existing users from which to choose.
Enable Writing: enable agents/users to send messages. If this flag is not enabled, the group members will only receive messages.
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Once created, a group can be edited clicking on the button or deleted clicking on the button .
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Interface Common Icons
The following list contains the most common Admin Web Interface buttons and icons that you will use during the configuration of the environment:
Create new element (i.e. New Agent, New Queue...) | |
Open the Quick Actions Menu (i.e.Edit/Delete) | |
Change Password (of Admin, Telephones, Users, Agents) | |
Channels (e.g. to add Users to a queue) | |
Copy (e.g. Contacts) | |
Add Agents (e.g. to a queue) | |
Add Team (e.g. to a queue) |