New Client Experience
- XCALLY Knowledge (Unlicensed)
- Product Knowledge
What’s about
On Motion environment, the Admin can use the New GUI Version, by enabling the 'New Experience' toggle on the sidebar.
You can ask your Sales reference for more information about New Client Experience.
From 6 November 2023 New Client Experience option will be available for free on all licenses (explore more about it).
To use the New Experience, you don’t need a different Server and the change will take place for the admin, while nothing changes for agents in terms of visualization.
Consider that new features have been developed only with the new interface (as Agent Profiles, Timings, Inspector, Queue Groups…).
OLD EXPERIENCE
When you activate the toggle, navigation takes place on the 'New Experience' for new sections and migrated old ones, while the old sections not yet migrated will be displayed with the traditional interface
NEW EXPERIENCE
When old sections are migrated to the new interface, you will see a visualization like that. The sidebar items are the same as on the traditional experience, but when you click on a feature not provided on the new experience, there is a redirect to the old interface
Requirements
To use the New Experience, the option must be enabled on the license
If you cannot enable the New Experience, please open a license modification ticket from here
To use the New Experience, you don’t need a different Server
To use the New Client Experience on an old installation, run the script below during the upgrade on the same machine you already use, in order to add rules to the proxy (which will know that it must switch to the new interface for that endpoint). If you have installed the server before Thursday, July 27, 2023, this script must be launched.
To update the NGINX configuration, run the following script (as root):
This script is only for all in one or standalone installations, 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.xenialab.com/repository/provisioning/Scripts/motionV3_nginx_update_for_x_client | bash
We recommend launching the script while agents and users are not logged in the system. Consider that, by running it, 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.
Top bar
From the top bar, you can:
Hide menu sidebar
Change language between Italian, English and Spanish
Enable search bar
Internal messaging (when you click on it, you will be redirected to the traditional interface)
User profile to change password, manage MFA (by clicking on them, you will be redirected to the old interface), insert Personal settings or sign out
Personal Settings
Manage Personal Settings by clicking the relative button on the user profile menu
From this interface, you can handle date and time format in each section shown in the panel below
For each format, you can use global settings or select a different option from the dropdown menu
Theme and Color Settings
On New Client Experience, you can set colour and theme of your platform by clicking on blue button on the bottom of the page
So you can choose color among 6 options and when you select a color you can view changes on pages e.g. in color buttons and functionalities
For theme, you can select:
auto: automatically sets the scheme based on user's operating system's color scheme preference
dark
light
Filters bar
Based on the page, you can:
search for a specific item
clear all filters
manage columns, by selecting or not them
activate the advanced search for each column
In table to filter dates, it’s possible to select a time range by selecting the days from the calendar or you can choose a preset range from the dropdown menu (as today, yesterday, this week, last week and so on)
White Label Management
New Client Experience manages white label, so custom logos/header/page titles uploaded in Customization section are visible. Moreover, there is a row on the bottom of the New Client Experience pages with header white label and server version indication
Troubleshooting
Update on License from 6th November 2023
From 6th November New Client Experience option is enabled by default on all new licenses, so admin can navigate on the ‘New Interface' for migrated and new sections.
The change will take place for the admin, while nothing changes for agents in terms of visualisation.
For now there aren’t old migrated section yet, but new features like Agent Profiles, Queue Groups, Inspectors etc. are available only on New Experience.
Find out now what you need to do on your installation.
New Installations (after Nov 6th)
On new installations, New Client Experience will be enabled by default on all plans, also with Queue Groups, Calls Inspector and Queue Inspector features included for free.
Moreover:
For Ultimate Plan, Agent Profile package (Agent profiles and Timings) is included for free
For Plus/Omnigold/Dialer Gold Plans, Agent Profile package (Agent profile and timings) has to be required on license charge, filling our form on License Portal
To view New Client Experience on Motion environment, you also need to activate toggle on sidebar
Old installation (before Nov 6th)
On old installations:
with Ultimate Plan:
New Client Experience is free but you have to send a modify request filling our form on License Portal (by enabling New Client Experience also Queue Groups, Calls Inspector and Queue Inspector are included for free).
Agent Profile package (Agent profiles and Timings) is free but you have to send a modify request filling our form
with Plus/Omnigold/Dialer Gold Plans:
New Client Experience is free but you have to send a modify request filling our form (by enabling New Client Experience also Queue Groups, Calls Inspector and Queue Inspector are included for free).
Agent Profile package (Agent profile and timings) has to be required on license charge, filling our form