GETTING STARTED
Introduction to SmartAssist
Glossary
SmartAssist Lifecycle Management
SmartAssist Setup Guide
Sign Up for SmartAssist
Release Notes
Current Version
Recent Updates
Previous Versions
Frequently Asked Questions (FAQ)

EXPERIENCE DESIGNERS
Flow Designer
Introduction
Create Experience Flows
Navigate the Flow Designer
Experience Flow Nodes
Introduction
Node Types
IVR Menu
IVR Digit Input
Conversational Input
Split
Check Agent Availability
Check Business Hours
Message Prompt
Run Automation
Agent Transfer
Connect to API
Go to Flow
Deflect to Chat
Script Task
Set Queue
End Flow
Waiting Experience
Conversation Automation
Testing Widget
Use Cases
Overview
Questions & Answers
Conversations

ADMINISTRATORS
Account Management
Switch Account
Invite Developers to an Account
Routing
Skills
Skill Groups
Queues
Hours of Operation
Default Flows
User Management
Users
Agent Groups
Agent Settings
Role Management
Agent Status
System Setup
Channels
Voice
Chat
Email
Agent Transfer
Surveys
Agent Forms
Dispositions
Language & Speech
Overview
Language Management
Voice Preferences
Hold Audio
Standard Responses
Handling Sensitive Data
Widgets
Utils
AgentAssist Settings
SearchAssist
Advanced Settings
Co-Browse Settings
Community WFM (Beta)
Automatic Conversation Summary (Beta)
Intelligent Agent Tools
Sensitive Data Masking
API Reference
API Setup
API List
Integrations
Genesys Voice Bot
Voice Automation - Integration with Amazon Connect
Voice Automation NiceCX (CX One) - SIP Integration
Talkdesk Voice Automation
Audit Report

AGENTS
Agent Console
Introduction
Conversation Tray
Incoming Interactions
Interacting with Customers
Additional Tools
My Dashboard

SUPERVISORS
Dashboard
Automation
Queues and Agents
Interactions
Intelligence
Monitor Queues, Agents, Interactions, and Service Levels
Manage Layout

BUSINESS USERS
Reports
Introduction
Reports List

2.5.x Release Notes

This document provides information on the various releases and the corresponding feature updates and enhancements introduced in version 2.5.x of the SmartAssist application.

v2.5.4 September 10, 2023

Patch Release

This update includes feature enhancements and bug fixes.

FEATURE ENHANCEMENT
ANALYTICS AND REPORTING
All Roles Sub-filter on the Monitor Tab MONITOR > AGENTS > All Roles

  • Clicking the All Roles sub-filter displays the default roles (Administrator, Supervisor, and Agent).
  • Custom roles defined under Role Management are also displayed.
  • You can select one or more roles from the dropdown.
  • Selected roles are automatically displayed in the agent list.
CONFIGURATION
Login Prep Status Login Prep status ensures agents do not receive interactions immediately after they log in on SmartAssist. This status provides agents with a designated time to prepare before they start receiving interactions. Learn more.

v2.5.3 August 19, 2023

Patch Release

This update includes feature enhancements and bug fixes.

FEATURE ENHANCEMENT
ANALYTICS AND REPORTING
Additional Filters on the Interactions Tab The following two filters are added on the Dashboard > Interactions Tab:

  • Conversations with No Queues: Selecting this option displays all conversations that have not entered any queue.
  • Conversations with No Agents: Selecting this option displays all conversations that any agents did not answer. Learn more.
Label Changes on the Dashboard and Reports Tabs The following labels are changed on the Dashboard tab:

  • Dashboard > Queues & Agents
    • The Queue graph is renamed to Incoming Conversations.
    • Top Skills tooltip: The Skill Name header is removed, and now the “Name” is displayed. The Skill Value header is replaced with the Conversations header.
    • Conversations by Disposition Set: Total Conversations header is revised to All Conversations, and an info icon is added.  Learn more.

The following changes are done on the Reports tab:

The report description is revised for the following reports:

The report name is revised for the following reports:

  • Interaction Details Report – Interaction Details is revised to Interaction Details Report. Learn more.
  • Queue Chat Metrics Interval Report – Chat Metrics for Queues is revised to Queue Chat Metrics Interval Report. Learn more.

v2.5.2 August 06, 2023

Patch Release

This update includes feature enhancements and bug fixes.

FEATURE ENHANCEMENT
CONFIGURATION
Illuma Voice Biometrics Integration With Kore Gateway Voice identification allows customers to bypass the requirement of recalling security questions and answers for authentication. Customers can call a contact center and verify their identity by speaking a stored voiceprint. In cases where no stored voiceprint exists, customers can enroll and record their voiceprint for future use in account-related activities.
Skill Modification and Revamped Agent Settings Page Skill Modification setting allows agents to modify skills during:

  • Live Interaction – Modify skills from the skills bar on the Live Interaction pane.
  • Transfer – Modify skills when transferring an interaction.

The Agent Settings page is revamped by merging the settings related to External Transfers, Skill Match, and Transfer Destination under the Transfers drop-down menu to enhance the user experience. Learn more.

Third-Party SIP Agent Transfer Methods SmartAssist admins can now select from the following SIP Methods for initiating third-party Agent Transfers:

For Kore Gateway:

  • SIP INVITE
  • SIP REFER
  • SIP BYE

For AudioCodes:

  • SIP REFER
  • SIP BYE

Learn more.

ANALYTICS AND REPORTING
Reports and Dashboards: Agent Filters Now Show Deleted and Active Agents Reports

Agent filters now show deleted and active agents. The data related to deleted agents appears the same as active agents. The list shows “deleted” beside the agent’s name.

This change applies to the following reports:

  • Agent Activity Summary Report
  • Agent Login-Logout Summary Report
  • Interaction Details Report
  • Agent Status Detail Report
  • Agent Metrics Report
  • Agent Chat Metrics Report

Note: The “deleted” agents’ names appear with the “deleted” suffix in all reports except the Interaction Details Report.

Dashboard

Agent filters on the following dashboard tabs now show deleted and active agents:

  • Queues & Agents – Agent Performance
  • Interactions

v2.5.1 July 22, 2023

Patch Release

This update includes feature enhancements and bug fixes.

FEATURE ENHANCEMENT
AGENT CONSOLE
New Status “Away (Idle)” SmartAssist has introduced a new status named “Away (Idle)” to differentiate between agents who manually set their status as “Away” vs. those for whom the system marks it as Away. This status is assigned automatically if an agent does not accept a conversation within a specified time limit. Learn more.
Access to Transcripts for Ongoing Voice Interactions Supervisors can now view transcripts for ongoing voice interactions on the Monitor tab.
ANALYTICS AND REPORTING
Revised Custom Date Range on Dashboard and Reports The custom date range on Dashboard and Reports is now revised to include a maximum of 31 days in a month (For example, January) and 92 days in a quarter (For example, Q3: July-September).
The changes to the Dashboard and Reports are as follows:
Dashboard Tabs

  • Automation – 92 Days
  • Queues & Agents – 92 Days
  • Interactions – 92 Days

Reports

  • Agent Activity Summary: 92 days
  • Agent Login-Logout Summary: 92 days
  • Interaction Details: 31days
  • Queue Metrics Summary: 92 days
  • Queue Dispositions: 92 days
  • Agent Status Detail: 92 days
  • Agent Metrics Daily: 92 days
  • Agent Chat Metrics: 92 days
  • Chat metrics for Queues: 15 days
Agents: Queue Size Bar Graph In line with the revised custom date range, the Queue size bar graph now shows a date interval of up to 92 days on the X-axis.

V2.5 July 08, 2023

Minor Release

For more information on key features and enhancements introduced in the release, see What’s New in v2.5.

Related Link

2.5.x Release Notes

This document provides information on the various releases and the corresponding feature updates and enhancements introduced in version 2.5.x of the SmartAssist application.

v2.5.4 September 10, 2023

Patch Release

This update includes feature enhancements and bug fixes.

FEATURE ENHANCEMENT
ANALYTICS AND REPORTING
All Roles Sub-filter on the Monitor Tab MONITOR > AGENTS > All Roles

  • Clicking the All Roles sub-filter displays the default roles (Administrator, Supervisor, and Agent).
  • Custom roles defined under Role Management are also displayed.
  • You can select one or more roles from the dropdown.
  • Selected roles are automatically displayed in the agent list.
CONFIGURATION
Login Prep Status Login Prep status ensures agents do not receive interactions immediately after they log in on SmartAssist. This status provides agents with a designated time to prepare before they start receiving interactions. Learn more.

v2.5.3 August 19, 2023

Patch Release

This update includes feature enhancements and bug fixes.

FEATURE ENHANCEMENT
ANALYTICS AND REPORTING
Additional Filters on the Interactions Tab The following two filters are added on the Dashboard > Interactions Tab:

  • Conversations with No Queues: Selecting this option displays all conversations that have not entered any queue.
  • Conversations with No Agents: Selecting this option displays all conversations that any agents did not answer. Learn more.
Label Changes on the Dashboard and Reports Tabs The following labels are changed on the Dashboard tab:

  • Dashboard > Queues & Agents
    • The Queue graph is renamed to Incoming Conversations.
    • Top Skills tooltip: The Skill Name header is removed, and now the “Name” is displayed. The Skill Value header is replaced with the Conversations header.
    • Conversations by Disposition Set: Total Conversations header is revised to All Conversations, and an info icon is added.  Learn more.

The following changes are done on the Reports tab:

The report description is revised for the following reports:

The report name is revised for the following reports:

  • Interaction Details Report – Interaction Details is revised to Interaction Details Report. Learn more.
  • Queue Chat Metrics Interval Report – Chat Metrics for Queues is revised to Queue Chat Metrics Interval Report. Learn more.

v2.5.2 August 06, 2023

Patch Release

This update includes feature enhancements and bug fixes.

FEATURE ENHANCEMENT
CONFIGURATION
Illuma Voice Biometrics Integration With Kore Gateway Voice identification allows customers to bypass the requirement of recalling security questions and answers for authentication. Customers can call a contact center and verify their identity by speaking a stored voiceprint. In cases where no stored voiceprint exists, customers can enroll and record their voiceprint for future use in account-related activities.
Skill Modification and Revamped Agent Settings Page Skill Modification setting allows agents to modify skills during:

  • Live Interaction – Modify skills from the skills bar on the Live Interaction pane.
  • Transfer – Modify skills when transferring an interaction.

The Agent Settings page is revamped by merging the settings related to External Transfers, Skill Match, and Transfer Destination under the Transfers drop-down menu to enhance the user experience. Learn more.

Third-Party SIP Agent Transfer Methods SmartAssist admins can now select from the following SIP Methods for initiating third-party Agent Transfers:

For Kore Gateway:

  • SIP INVITE
  • SIP REFER
  • SIP BYE

For AudioCodes:

  • SIP REFER
  • SIP BYE

Learn more.

ANALYTICS AND REPORTING
Reports and Dashboards: Agent Filters Now Show Deleted and Active Agents Reports

Agent filters now show deleted and active agents. The data related to deleted agents appears the same as active agents. The list shows “deleted” beside the agent’s name.

This change applies to the following reports:

  • Agent Activity Summary Report
  • Agent Login-Logout Summary Report
  • Interaction Details Report
  • Agent Status Detail Report
  • Agent Metrics Report
  • Agent Chat Metrics Report

Note: The “deleted” agents’ names appear with the “deleted” suffix in all reports except the Interaction Details Report.

Dashboard

Agent filters on the following dashboard tabs now show deleted and active agents:

  • Queues & Agents – Agent Performance
  • Interactions

v2.5.1 July 22, 2023

Patch Release

This update includes feature enhancements and bug fixes.

FEATURE ENHANCEMENT
AGENT CONSOLE
New Status “Away (Idle)” SmartAssist has introduced a new status named “Away (Idle)” to differentiate between agents who manually set their status as “Away” vs. those for whom the system marks it as Away. This status is assigned automatically if an agent does not accept a conversation within a specified time limit. Learn more.
Access to Transcripts for Ongoing Voice Interactions Supervisors can now view transcripts for ongoing voice interactions on the Monitor tab.
ANALYTICS AND REPORTING
Revised Custom Date Range on Dashboard and Reports The custom date range on Dashboard and Reports is now revised to include a maximum of 31 days in a month (For example, January) and 92 days in a quarter (For example, Q3: July-September).
The changes to the Dashboard and Reports are as follows:
Dashboard Tabs

  • Automation – 92 Days
  • Queues & Agents – 92 Days
  • Interactions – 92 Days

Reports

  • Agent Activity Summary: 92 days
  • Agent Login-Logout Summary: 92 days
  • Interaction Details: 31days
  • Queue Metrics Summary: 92 days
  • Queue Dispositions: 92 days
  • Agent Status Detail: 92 days
  • Agent Metrics Daily: 92 days
  • Agent Chat Metrics: 92 days
  • Chat metrics for Queues: 15 days
Agents: Queue Size Bar Graph In line with the revised custom date range, the Queue size bar graph now shows a date interval of up to 92 days on the X-axis.

V2.5 July 08, 2023

Minor Release

For more information on key features and enhancements introduced in the release, see What’s New in v2.5.

Related Link