GETTING STARTED
Introduction to SmartAssist
Glossary
Minimum System and Browser Requirements
SmartAssist Lifecycle Management
SmartAssist Setup Guide
Sign Up for SmartAssist
Setup SmartAssist for Use With AgentAssist
Upgrade from SmartAssist to XO v11
Release Notes
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
Start
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
SmartAssist 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
Fallback and Resiliance Configuration
ASR & TTS Troubleshooting Guide
Limitations With Accounts Using AudioCodes
Chat
Email
Agent Transfer
Surveys
Agent Forms
Dispositions
Language & Speech
Overview
Language Management
Voice Preferences
Hold Audio
Standard Responses
Widgets
Agent AI Events
Agent AI Mapping
Agent AI Settings
Wallboards
Utils
SearchAssist
Widget Theming (Layout Customization)
Settings
System Settings
Co-Browse Settings
Supervisor Join/Exit Notification to User
Export SmartAssist Instance
Automatic Away Status for Agent Inactivity
Obscure Customer Info in Interactions Dashboard
Advanced Settings
Community WFM (Beta)
Automatic Conversation Summary (Beta)
Intelligent Agent Tools
Reject Calls With a Delayed First Response
Translation Configurations
System Error Handling
API Reference
API Setup
Rate Limits
API List
Integrations
Voice Automation Integration with Third-Party Applications
Amazon Connect
Voice Automation - Integration with Amazon Connect
Amazon Connect Integration with Kore using Amazon External Voice Connector (Voice Automation)
Genesys
Genesys Voice Bot
Genesys + Kore Voice Automation - Manual Installation Guide
Voice Automation With Genesys Using SIP Invite and AgentAssist Integration
Voice Automation Integration With Genesys Using Audio Connector and Agent AI
ID R&D
ID R&D Integration With Kore
Nice CX
Voice Automation NiceCX (CX One) - SIP Integration
Talkdesk
Talkdesk Voice Automation
Zoom Contact Center (ZCC)
Kore Voice Automation (IVA) Integration with Zoom Contact Center (CC)
Audit Report

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

SUPERVISORS
SmartAssist Metrics
Dashboard
Automation
Queues and Agents
Interactions
Wallboards
Monitor Queues, Agents, Interactions, and Service Levels
Manage Layout

BUSINESS USERS
Reports
Introduction
Reports List

3.x.x Release Notes

This document provides information on the various releases and the corresponding feature updates and enhancements introduced in version 3.x.x of the SmartAssist application.

v3.30.0 October 31, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Analytics

Abandon Rate Calculation Aligned to Industry Standard

Abandon Rate across all dashboards, reports, wallboards, and SLA screens now uses the industry-standard definition: calls abandoned in queue, plus terminations due to no agents available, divided by offered calls. This applies to the Queues and Agents dashboard, Queue Metrics Daily and Interval reports, Center-wide and queue-specific wallboards, and the Abandonment Rate SLA. Learn more.

v3.29.1 October 17, 2026

Patch Release

This update includes bug fixes.

v3.29.0 September 26, 2026

Minor Release

This update includes bug fixes.

v3.28.1 September 12, 2026

Patch Release

This update includes bug fixes.

v3.28.0 August 29, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Configuration

Separate Permissions for Configuration and Analytics Wallboards

Wallboard access is now controlled by two independent permissions – Contact Center Wallboards in Configuration and Wallboards in Analytics – letting administrators grant access to each wallboard area separately. The Analytics wallboard permission is enabled by default for all built-in and custom roles. Learn more.

v3.27.1 August 08, 2026

Patch Release

This update includes bug fixes.

v3.27.0 July 25, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Configuration

Custom Additional Fields for Agent Profile

Administrators and App Owners can now create custom key-value fields in Agent Profile using the UI or existing Agent APIs, and these fields appear across all agent profiles. Custom fields propagate through agent context and are included in analytics exports and reports. Learn more.

v3.26.1 July 11, 2026

Patch Release

This update includes bug fixes.

v3.26.0 June 27, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Console

Timeline Events for Chat Transfers in the Console and Transcripts

Chat transfers now appear as system-generated timeline events in the conversation, showing the transferring agent, timestamp, and transfer target — whether a queue or another agent. These events are visible to receiving agents, in supervisor monitoring views, and in conversation transcripts.

Configuration

Network Disruption Notification Delay

Administrators can now configure a delay of 3 seconds to 1 minute before agents see a “Customer got disconnected” notification, suppressing it if the customer reconnects within that window. This reduces notification noise from short-lived connectivity interruptions, such as SDK reloads. Learn more.

Analytics

Download Plain Text Transcript from the Conversations Dashboard

A new ‘Download Plain Text Transcript’ option is now available in the Conversations Dashboard, alongside the existing Download Transcript option. An Export Plain Text Transcripts bulk action is also available, supporting up to 25 conversations at a time. Learn more.

v3.25.1 June 13, 2026

Patch Release

This update includes bug fixes.

v3.25.0 May 30, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Analytics

Separate Email Channel Metrics in Queue Performance

The Queue Performance section now displays Email as a dedicated channel alongside Chat and Call, with metrics for Average Response Time, Average Resolution Time, and Average ACW Time. Email interactions are no longer grouped under Chat, ensuring accurate, channel-specific insights for each queue. Learn more.

v3.24.1 May 09, 2026

Patch Release

This update includes bug fixes.

v3.24.0 April 25, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Configuration

Separate Max Wait Time for Live Chat Transfers

Two independent queue wait timers are now supported: Before Agent Transfer and After Agent Transfer, allowing differentiated handling of conversations. The initial timer applies when a conversation first enters the queue; the post-transfer timer applies when it re-enters after an agent transfer, resetting at transfer. If the post-transfer value is not configured, the system defaults to the primary timer, and existing fallback flows continue to trigger as expected. Learn more.

Analytics

Update Agent Status Label: “Deleted” → “Inactive”

The “Deleted” label has been replaced with “Inactive” wherever Agent Name appears across reports, dashboards (Queues, Agents, Interactions), wallboards, filters, and configuration screens. All relevant APIs — Call Details, Conversations, and Agent Status Detail — now return “Inactive” instead of “Deleted,” ensuring consistency across UI and data outputs. 

Voice Gateway

Call Transcription

Transcription Language Selection for Manual Outbound Calls

Agents can select a transcription language during manual outbound calls via a dropdown that includes enabled languages from user attributes, plus an Autodetect option. If no selection is made, the bot language is applied by default. Any language selected will be saved for future calls, with the option to modify it before each call. Learn more.

v3.23.1 April 11, 2026

Patch Release

This update includes feature enhancements and bug fixes.

Console

Queue Transfer: Agent Availability Visibility

During transfer initiation in the Console, the system now displays the number of available agents for each queue. This gives agents real-time visibility into selecting the right queue, avoiding congestion, and making better routing decisions — without impacting existing transfer functionality. Learn more.

Configuration

Queue Settings: Extended ACW Duration

Queue settings now support configuring After Call Work (ACW) duration up to 90 minutes. Inputs are validated to ensure values fall within 10 seconds to 90 minutes, with errors displayed for invalid entries. This extends configuration flexibility without impacting existing queue behavior or live interactions. Learn more.

Analytics

Interaction Details Report: Disposition Notes

A new Disposition Notes column has been added to the Interaction Details Report CSV output. It captures agent-modified notes with full support for multi-line content, special characters, and Unicode, without impacting the existing report structure. Learn more.

v3.23.0 March 28, 2026

Minor Release

This update includes feature enhancements and bug fixes.

API

Time-Based Queue Reprioritization

A new public API lets you dynamically update queue priorities, enabling time-based automation via external schedulers. Updates apply immediately, override UI-configured priorities, and influence routing without reassigning active conversations. Learn more.

v3.22.1 March 14, 2026

Patch Release

This update includes feature enhancements and bug fixes.

Voice Gateway

Configuration

System Error Fallback Settings

Admins can configure fallback behavior to end or transfer a call with a message, with support for static or dynamic transfer targets and SIP headers. Answer Call on Bot Response is enabled by default for new bots to improve fallback handling and call reliability. Learn more.

v3.22.0 February 28, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Configuration

MetaTag Support for Start Flows

Developers can now add MetaTags in Start Flows using Utils functions within Script Nodes. User, session, and message-level tags can be set at flow entry and reused across automation, conditional, and exit flows. Learn more.

Add Agent and Customer Names to Chat Transcripts

A new ‘Show Customer and Agent Names in Transcript’ toggle is added under Obscure Customer Info. When enabled, transcript exports include a new ‘NameOfUser’ column displaying the agent name, customer name, email, or phone number — in order of availability. This improves clarity, compliance review, and audit readiness. Learn more.

Analytics

Abandon Rate Update

The Abandon Rate calculation has been updated to follow industry standard: abandoned-in-queue divided by offered calls, excluding calls abandoned while already with an agent. This definition applies across queue reports, dashboards, wallboards, and SLA calculations. Abandoned counts reflect only queue abandonments, while existing breakdown views remain unchanged.

v3.21.1 January 31, 2026

Patch Release

This update includes feature enhancements and bug fixes.

Configuration

Agent Utils Support for Dynamic Waiting Experience

Flows now support a new Agent Utils function (setWaitingExperience) that allows developers to override the waiting experience at runtime dynamically. The most recently applied waiting experience takes precedence, enabling flows to override skill-based or earlier configurations without duplicating queues or logic. If an invalid waiting experience is provided, the system gracefully falls back to the default behavior without affecting the interaction. Learn more.

v3.21.0 January 17, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Console

Courtesy Callback Redial Updates

Courtesy callback redial now displays clear guidance for agents and supervisors. When the maximum number of redial attempts is reached, a Close Conversation option appears, directing the agent to the disposition screen. Supervisors attempting to assign such calls see a message: “Maximum redial attempts reached for this number.” After the first or second failed attempt, the text updates to indicate the attempt failure while still allowing the agent to redial or return the call to the queue.

Configuration

Named-Agent Transfer Wait Before Queue Fallback

The system can hold a named-agent transfer for a configurable duration instead of immediately routing it to the queue. If any named agent becomes available and accepts within the wait period, the conversation is assigned to that agent; otherwise, it falls back to existing queue routing. Learn more.

Analytics

CSAT Feedback Visibility in Interactions Details

Displays customer CSAT feedback directly within the Interactions details view, enabling quick visibility of submitted comments. The feedback appears contextually alongside CSAT information for improved review and insights. Learn more.

API

Contact Management APIs: Create, Update, and Delete

The platform now supports a complete set of Contact Management APIs, including Create (existing), Update, and Delete operations. These APIs enable external systems to keep contact data synchronized, support partial updates, and allow safe deletion without impacting historical interactions. All operations enforce validation, permissions, and auditing, and remain backward compatible. Learn more.

Voice Gateway

ASR and TTS

TTS Providers: Required Language Support

The platform ensures that all natively supported TTS providers offer support for required languages wherever the vendor supports them. This applies to AWS Amazon Polly, Google, Microsoft Azure, ElevenLabs, OpenAI TTS, Deepgram, and similar integrations. The required languages include English, Japanese, Spanish, German, Arabic, French, Hindi, and Filipino.

Model Selection for ASR and TTS Providers

The platform now allows model selection for ASR and TTS providers directly from the app-level and Start Flow-level UIs. The selected model is consistently applied across design-time and runtime voice scenarios, including interactions, transcriptions, and monitoring, without requiring call-control parameters.

On this Page

3.x.x Release Notes

This document provides information on the various releases and the corresponding feature updates and enhancements introduced in version 3.x.x of the SmartAssist application.

v3.30.0 October 31, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Analytics

Abandon Rate Calculation Aligned to Industry Standard

Abandon Rate across all dashboards, reports, wallboards, and SLA screens now uses the industry-standard definition: calls abandoned in queue, plus terminations due to no agents available, divided by offered calls. This applies to the Queues and Agents dashboard, Queue Metrics Daily and Interval reports, Center-wide and queue-specific wallboards, and the Abandonment Rate SLA. Learn more.

v3.29.1 October 17, 2026

Patch Release

This update includes bug fixes.

v3.29.0 September 26, 2026

Minor Release

This update includes bug fixes.

v3.28.1 September 12, 2026

Patch Release

This update includes bug fixes.

v3.28.0 August 29, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Configuration

Separate Permissions for Configuration and Analytics Wallboards

Wallboard access is now controlled by two independent permissions – Contact Center Wallboards in Configuration and Wallboards in Analytics – letting administrators grant access to each wallboard area separately. The Analytics wallboard permission is enabled by default for all built-in and custom roles. Learn more.

v3.27.1 August 08, 2026

Patch Release

This update includes bug fixes.

v3.27.0 July 25, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Configuration

Custom Additional Fields for Agent Profile

Administrators and App Owners can now create custom key-value fields in Agent Profile using the UI or existing Agent APIs, and these fields appear across all agent profiles. Custom fields propagate through agent context and are included in analytics exports and reports. Learn more.

v3.26.1 July 11, 2026

Patch Release

This update includes bug fixes.

v3.26.0 June 27, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Console

Timeline Events for Chat Transfers in the Console and Transcripts

Chat transfers now appear as system-generated timeline events in the conversation, showing the transferring agent, timestamp, and transfer target — whether a queue or another agent. These events are visible to receiving agents, in supervisor monitoring views, and in conversation transcripts.

Configuration

Network Disruption Notification Delay

Administrators can now configure a delay of 3 seconds to 1 minute before agents see a “Customer got disconnected” notification, suppressing it if the customer reconnects within that window. This reduces notification noise from short-lived connectivity interruptions, such as SDK reloads. Learn more.

Analytics

Download Plain Text Transcript from the Conversations Dashboard

A new ‘Download Plain Text Transcript’ option is now available in the Conversations Dashboard, alongside the existing Download Transcript option. An Export Plain Text Transcripts bulk action is also available, supporting up to 25 conversations at a time. Learn more.

v3.25.1 June 13, 2026

Patch Release

This update includes bug fixes.

v3.25.0 May 30, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Analytics

Separate Email Channel Metrics in Queue Performance

The Queue Performance section now displays Email as a dedicated channel alongside Chat and Call, with metrics for Average Response Time, Average Resolution Time, and Average ACW Time. Email interactions are no longer grouped under Chat, ensuring accurate, channel-specific insights for each queue. Learn more.

v3.24.1 May 09, 2026

Patch Release

This update includes bug fixes.

v3.24.0 April 25, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Configuration

Separate Max Wait Time for Live Chat Transfers

Two independent queue wait timers are now supported: Before Agent Transfer and After Agent Transfer, allowing differentiated handling of conversations. The initial timer applies when a conversation first enters the queue; the post-transfer timer applies when it re-enters after an agent transfer, resetting at transfer. If the post-transfer value is not configured, the system defaults to the primary timer, and existing fallback flows continue to trigger as expected. Learn more.

Analytics

Update Agent Status Label: “Deleted” → “Inactive”

The “Deleted” label has been replaced with “Inactive” wherever Agent Name appears across reports, dashboards (Queues, Agents, Interactions), wallboards, filters, and configuration screens. All relevant APIs — Call Details, Conversations, and Agent Status Detail — now return “Inactive” instead of “Deleted,” ensuring consistency across UI and data outputs. 

Voice Gateway

Call Transcription

Transcription Language Selection for Manual Outbound Calls

Agents can select a transcription language during manual outbound calls via a dropdown that includes enabled languages from user attributes, plus an Autodetect option. If no selection is made, the bot language is applied by default. Any language selected will be saved for future calls, with the option to modify it before each call. Learn more.

v3.23.1 April 11, 2026

Patch Release

This update includes feature enhancements and bug fixes.

Console

Queue Transfer: Agent Availability Visibility

During transfer initiation in the Console, the system now displays the number of available agents for each queue. This gives agents real-time visibility into selecting the right queue, avoiding congestion, and making better routing decisions — without impacting existing transfer functionality. Learn more.

Configuration

Queue Settings: Extended ACW Duration

Queue settings now support configuring After Call Work (ACW) duration up to 90 minutes. Inputs are validated to ensure values fall within 10 seconds to 90 minutes, with errors displayed for invalid entries. This extends configuration flexibility without impacting existing queue behavior or live interactions. Learn more.

Analytics

Interaction Details Report: Disposition Notes

A new Disposition Notes column has been added to the Interaction Details Report CSV output. It captures agent-modified notes with full support for multi-line content, special characters, and Unicode, without impacting the existing report structure. Learn more.

v3.23.0 March 28, 2026

Minor Release

This update includes feature enhancements and bug fixes.

API

Time-Based Queue Reprioritization

A new public API lets you dynamically update queue priorities, enabling time-based automation via external schedulers. Updates apply immediately, override UI-configured priorities, and influence routing without reassigning active conversations. Learn more.

v3.22.1 March 14, 2026

Patch Release

This update includes feature enhancements and bug fixes.

Voice Gateway

Configuration

System Error Fallback Settings

Admins can configure fallback behavior to end or transfer a call with a message, with support for static or dynamic transfer targets and SIP headers. Answer Call on Bot Response is enabled by default for new bots to improve fallback handling and call reliability. Learn more.

v3.22.0 February 28, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Configuration

MetaTag Support for Start Flows

Developers can now add MetaTags in Start Flows using Utils functions within Script Nodes. User, session, and message-level tags can be set at flow entry and reused across automation, conditional, and exit flows. Learn more.

Add Agent and Customer Names to Chat Transcripts

A new ‘Show Customer and Agent Names in Transcript’ toggle is added under Obscure Customer Info. When enabled, transcript exports include a new ‘NameOfUser’ column displaying the agent name, customer name, email, or phone number — in order of availability. This improves clarity, compliance review, and audit readiness. Learn more.

Analytics

Abandon Rate Update

The Abandon Rate calculation has been updated to follow industry standard: abandoned-in-queue divided by offered calls, excluding calls abandoned while already with an agent. This definition applies across queue reports, dashboards, wallboards, and SLA calculations. Abandoned counts reflect only queue abandonments, while existing breakdown views remain unchanged.

v3.21.1 January 31, 2026

Patch Release

This update includes feature enhancements and bug fixes.

Configuration

Agent Utils Support for Dynamic Waiting Experience

Flows now support a new Agent Utils function (setWaitingExperience) that allows developers to override the waiting experience at runtime dynamically. The most recently applied waiting experience takes precedence, enabling flows to override skill-based or earlier configurations without duplicating queues or logic. If an invalid waiting experience is provided, the system gracefully falls back to the default behavior without affecting the interaction. Learn more.

v3.21.0 January 17, 2026

Minor Release

This update includes feature enhancements and bug fixes.

Console

Courtesy Callback Redial Updates

Courtesy callback redial now displays clear guidance for agents and supervisors. When the maximum number of redial attempts is reached, a Close Conversation option appears, directing the agent to the disposition screen. Supervisors attempting to assign such calls see a message: “Maximum redial attempts reached for this number.” After the first or second failed attempt, the text updates to indicate the attempt failure while still allowing the agent to redial or return the call to the queue.

Configuration

Named-Agent Transfer Wait Before Queue Fallback

The system can hold a named-agent transfer for a configurable duration instead of immediately routing it to the queue. If any named agent becomes available and accepts within the wait period, the conversation is assigned to that agent; otherwise, it falls back to existing queue routing. Learn more.

Analytics

CSAT Feedback Visibility in Interactions Details

Displays customer CSAT feedback directly within the Interactions details view, enabling quick visibility of submitted comments. The feedback appears contextually alongside CSAT information for improved review and insights. Learn more.

API

Contact Management APIs: Create, Update, and Delete

The platform now supports a complete set of Contact Management APIs, including Create (existing), Update, and Delete operations. These APIs enable external systems to keep contact data synchronized, support partial updates, and allow safe deletion without impacting historical interactions. All operations enforce validation, permissions, and auditing, and remain backward compatible. Learn more.

Voice Gateway

ASR and TTS

TTS Providers: Required Language Support

The platform ensures that all natively supported TTS providers offer support for required languages wherever the vendor supports them. This applies to AWS Amazon Polly, Google, Microsoft Azure, ElevenLabs, OpenAI TTS, Deepgram, and similar integrations. The required languages include English, Japanese, Spanish, German, Arabic, French, Hindi, and Filipino.

Model Selection for ASR and TTS Providers

The platform now allows model selection for ASR and TTS providers directly from the app-level and Start Flow-level UIs. The selected model is consistently applied across design-time and runtime voice scenarios, including interactions, transcriptions, and monitoring, without requiring call-control parameters.