New Client Experience
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Overview
The New Client Experience introduces a modernized graphical interface for the XCALLY Motion environment. It provides improved usability and support for new features. It can be enabled via the "New Experience" toggle in the sidebar.
The New Client Experience is available for free on all licenses. The change takes place for the admin, while nothing changes for agents in terms of visualization.
Consider that some features have been developed only with the new interface (as Agent Profiles, Timings, Inspector, Queue Groups…) and other features like Quality Analysis have been improved only on new GUI.
As legacy sections are migrated to the New Customer Experience, enabling the sidebar toggle button will switch pages to the new interface. New features will continue to be developed for the New Customer Experience only.
You can ask your Sales reference for more information about New Client Experience.
OLD EXPERIENCE
This is the default interface for sections that have not yet been migrated. When the "New Experience" toggle is enabled, legacy sections will still appear in the classic view.
NEW EXPERIENCE
The migrated sections are visibile with the New Experience. Sidebar structure remains the same.
Clicking on a non-migrated feature redirects to the traditional interface.
Requirements
If you cannot enable the New Experience, please open a license modification ticket from here
No additional server setup is required
Required browser: Chrome for full functionality
If your server was installed before July 27, 2023, run the following script to update the NGINX configuration (standalone or all-in-one installations only - if you have HA, DR, reverse proxy etc you need to contact our support team):
curl -u 'public:bs4#)W]h8+VK),RV' --silent --location https://repository.xcally.com/repository/provisioning/Scripts/motionV3_nginx_update_for_x_client | bashTo avoid issues, we recommend launching the script while agents and users are not logged in to the system. Consider that, by running the script, a new NGINX configuration file will be installed while the old client configuration file will be saved as a backup at the path indicated in the script. Any custom changes made by the user will not be automatically carried over.
NGINX Best Practice Our configuration files should not be modified, so if you need to customise the nginx conf file, it is strongly recommended to not modify our file, but create a copy and customise your own. We overwrite the configuration file each time we update it. For example when a script is launched, the nginx file is modified. In any case the script saves a backup copy of modified nginx and highlighted on the screen the differences between versions when the script is run. |
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Top bar features
From the top navigation bar in the New Experience interface, you can:
Hide menu sidebar
Switch language
Full language support available from version 3.45.0
Enable search bar
Access Internal messaging (coming soon – to use the internal messenger, please switch back to the old interface)
Theme settings
User profile Options:
Change Password
Manage MFA
Manage Date/Time Formats
Sign Out
Change Password
from version 3.58.0
To change your password, click on your profile icon → Change Password and fill in the following fields:
Old Password
New Password
Confirm Password
Finally, click Save to confirm and apply the password change.
Manage MFA
from version 3.58.0
Multi-factor authentication (MFA) is a security system that requires separate and distinct forms of identification in order to access XCALLY.
The first factor is a password and the next includes a text with a code sent to your smartphone authenticator app or to your email.
If you enable MFA via Email, be sure SMTP Settings are correctly configured.
How it works:
A code is generated and sent via Auth App or Email
Enter the code in the form in the Verify code field
Click on Enable MFA
Manage Date/Time Formats
from version 3.57.0
You can manage Date/Time formats via the User Profile Menu.
You can customize:
Date/Time format
Date format
Time format
Duration Format
Time Zone
Report Date/Time format
Choose between Global Settings or available values per each category (date, time, timezone and so on).
Theme Settings
Select Theme Preferences:
Theme Options:
Auto: Based on system preference
Dark
Light
White Label Support
New Client Experience supports white label branding. Customizations applied in the Settings → Customizations section (e.g., logo, page title, header) are fully visible in the interface.
On footer you can view Server Version.
Troubleshooting
New Installations (with New Plans 2025)
New Client Experience is enabled by default on all plans
New Installations (After Nov 6, 2023 with old Plans)
New Client Experience is enabled by default on all plans
Queue Groups, Calls Inspector and Queue Inspector features included for free.
Ultimate Plan: Agent Profile package included by default
Plus / Omnigold / Dialer Gold: Agent Profile package must be requested via License Portal
Click on toogle to activate New Experience
Old installation (before Nov 6th)
Ultimate Plan
New Client Experience and Agent Profiles are free but require license modification via License Portal
Plus / Omnigold / Dialer Gold
New Client Experience is free but must be manually requested, filling our form
Agent Profiles package must be requested and may be chargeable, filling our form
Click on toogle to activate New Experience