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

Release Notes | SmartAssist v2.2

This release note covers all functionality improvements and additions introduced in SmartAssist v2.2.

v2.2 December 10, 2022

Minor Release

The following are some of the key features included in this release:

FEATURE ENHANCEMENT
AGENT CONSOLE
Transfer a Conversation to Another Queue In addition to transferring a conversation to another agent, SmartAssist now allows agents to transfer ongoing conversations to another queue. This ensures improved customer experience in case the customer interaction is better served by agents with different skills or if the customer has additional support requirements. Learn more
Support for Click-to-Call for Phone Numbers Agents can now initiate a call to a phone number provided in the chat message with just one click. If an agent receives a phone number in the right format with country code and “+” prefix, then that gets hyperlinked, and upon clicking, the number gets dialed from the Dialpad. This improves the agent experience wherein the agents are not required to manually copy or remember the number to dial out while being on a chat interaction. Learn more.
AGENT MANAGEMENT
Custom Disposition Codes By default, SmartAssist has three pre-defined disposition codes or statuses – Pending, Abandoned, and Resolved. An agent can choose one of them as the interaction status while closing an interaction with a customer. SmartAssist now allows you to create custom disposition codes and makes them available to agents. Learn more.
Conversational Status Control You can now set the timing and messages for commonly occurring events – agent connection, conversation marked as idle/overdue, interruption, and closure. Learn more.
Co-Browse Settings The new Co-Browse setting allows businesses to automatically mask any field on the web page while collecting information from the customer. This helps to prevent any sensitive or confidential data from being visible to agents while co-browsing with the customer. Learn more.
Emoji and Attachment Settings for Agents Admins can now add enable or disable if agents have the ability to share emojis and file attachments. This setting is enabled by default, to modify, navigate to Configuration > Agents > Agent List and click the Edit icon under Actions for an agent. Learn more.
EXPERIENCE FLOWS
Prioritize Conversations for Better Routing Customers can now add priorities to conversations so that agents can handle important conversations earlier. Prioritize some or all conversations using properties under the Set Queue Node and a new method available under the Agent Utils library. Learn more.
QUEUEING AND ROUTING
Ability to Assign Agent Groups to a Queue It’s now easier to assign agents to a queue with the ability to select Agent Groups. This removes the need to select and assign one agent at a time. Learn more
SECURE FORMS
Ability to Configure Secure Forms at the Queue or Agent Group Level You can now assign a Secure Form to queues or agent groups. Learn more
APIs
Call Details API New public API to get raw data for all conversations/calls in detail. Learn more
Historic Agent Status Summary Public API The following two body parameters (filters) are added to the Historic Agent Status Summary public API:

  • timeZoneOffset – Takes the offset, for example, -330,630,-500 | (type – Number).
  • granularity – Takes the ISO-8601 format as input | (type – String (required), [PT15M, PT30M, PT1H, PT2H, PT4H, PT8H, PT12H, PT24H]).
ANALYTICS AND REPORTING
Queue Wrap-Up Summary Report The New Queue Wrap-Up Summary Report is a detailed report on the number of interactions aggregated by disposition codes for each queue.
User Status Detail Report The New User Status Detail Report is a detailed report on all status changes over a date range.
Agent Metrics Report The existing Agent Metrics Report now shows additional fields – Transfer (transfer to other agents) and Transfer %.
Interaction Details Report The existing Interaction Details Report now has additional filters – Agents, Agent Groups, Queue, and Channels.
Related Link

Release Notes | SmartAssist v2.2

This release note covers all functionality improvements and additions introduced in SmartAssist v2.2.

v2.2 December 10, 2022

Minor Release

The following are some of the key features included in this release:

FEATURE ENHANCEMENT
AGENT CONSOLE
Transfer a Conversation to Another Queue In addition to transferring a conversation to another agent, SmartAssist now allows agents to transfer ongoing conversations to another queue. This ensures improved customer experience in case the customer interaction is better served by agents with different skills or if the customer has additional support requirements. Learn more
Support for Click-to-Call for Phone Numbers Agents can now initiate a call to a phone number provided in the chat message with just one click. If an agent receives a phone number in the right format with country code and “+” prefix, then that gets hyperlinked, and upon clicking, the number gets dialed from the Dialpad. This improves the agent experience wherein the agents are not required to manually copy or remember the number to dial out while being on a chat interaction. Learn more.
AGENT MANAGEMENT
Custom Disposition Codes By default, SmartAssist has three pre-defined disposition codes or statuses – Pending, Abandoned, and Resolved. An agent can choose one of them as the interaction status while closing an interaction with a customer. SmartAssist now allows you to create custom disposition codes and makes them available to agents. Learn more.
Conversational Status Control You can now set the timing and messages for commonly occurring events – agent connection, conversation marked as idle/overdue, interruption, and closure. Learn more.
Co-Browse Settings The new Co-Browse setting allows businesses to automatically mask any field on the web page while collecting information from the customer. This helps to prevent any sensitive or confidential data from being visible to agents while co-browsing with the customer. Learn more.
Emoji and Attachment Settings for Agents Admins can now add enable or disable if agents have the ability to share emojis and file attachments. This setting is enabled by default, to modify, navigate to Configuration > Agents > Agent List and click the Edit icon under Actions for an agent. Learn more.
EXPERIENCE FLOWS
Prioritize Conversations for Better Routing Customers can now add priorities to conversations so that agents can handle important conversations earlier. Prioritize some or all conversations using properties under the Set Queue Node and a new method available under the Agent Utils library. Learn more.
QUEUEING AND ROUTING
Ability to Assign Agent Groups to a Queue It’s now easier to assign agents to a queue with the ability to select Agent Groups. This removes the need to select and assign one agent at a time. Learn more
SECURE FORMS
Ability to Configure Secure Forms at the Queue or Agent Group Level You can now assign a Secure Form to queues or agent groups. Learn more
APIs
Call Details API New public API to get raw data for all conversations/calls in detail. Learn more
Historic Agent Status Summary Public API The following two body parameters (filters) are added to the Historic Agent Status Summary public API:

  • timeZoneOffset – Takes the offset, for example, -330,630,-500 | (type – Number).
  • granularity – Takes the ISO-8601 format as input | (type – String (required), [PT15M, PT30M, PT1H, PT2H, PT4H, PT8H, PT12H, PT24H]).
ANALYTICS AND REPORTING
Queue Wrap-Up Summary Report The New Queue Wrap-Up Summary Report is a detailed report on the number of interactions aggregated by disposition codes for each queue.
User Status Detail Report The New User Status Detail Report is a detailed report on all status changes over a date range.
Agent Metrics Report The existing Agent Metrics Report now shows additional fields – Transfer (transfer to other agents) and Transfer %.
Interaction Details Report The existing Interaction Details Report now has additional filters – Agents, Agent Groups, Queue, and Channels.
Related Link