General GUI Components

After login, the main screen is displayed; the appearance of this window depends somehow on how the applicable Campaign has been configured, but in general the following pictures represent a typical basic Agent window on Paused state.

Dialpad

The ChaseData CCaaS system usually makes and receives calls automatically, but in some cases a dial pad is necessary, like when making manual calls.  The following pictures show the basic dial pad, both as a floating window and as a docked window panel.

Agent Hub

The ChaseData CCaaS Agent Portal app provides a toolbar in the right top area that gives access to a number of features and tools available to the Agent within the context of the Campaign and the current activities. Among those tools is the Agent Hub; by clicking on its icon, a window pops up (or is docked) to provide information to the Agent relevant to his/her activities, including callback reminders, notifications, etc.  Refer to the following picture.

Personalized Layout and Settings

The ChaseData Agent Portal app allows customizing some settings by the Agent, including themes, but also moving and sizing windows panels for most of the available tools.

The display theme and other settings can be accessed by clicking on the clock-wheel Settings icon on the top-right.  Refer to the following picture.

A manager or administrator can also make available other actionable items to be displayed in the Agent Portal; for example, buttons (icons) to access external applications to be docked side-by-side with the rest of the Agent Portal window panels. Refer to the following picture.