Help Guide
Agent User Guide Version 30.0
Agent User Guide Version 30.0
Getting Started
App Navigation
App Basics
Agent Workflows
Supervisor Workflows
NetSuite Integration
Glossary
Agent User Guide
Additional Resources
IP Phone Users
Getting Started
Inbound and Outbound Call Handling
CRM Integrations
Desktop App Navigation
Chat
SMS/Text
Instant Message
Fax
Email
Admin Portal Help
Help Guide Overview
Portal Access
People Management
Global Settings
Contact Center Settings
Configuring Live Chat
Analytics & Reports
General Information
Dashboards and Reports
Building Reports
Contact Search
Supervisor Dashboard
Mobile App
Version Updates and Release Notes
Setting up the Contivio Mobile App
Basic Mobile App Functionality
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Help Guide
Agent User Guide Version 30.0
Agent User Guide Version 30.0
Getting Started
App Navigation
App Basics
Agent Workflows
Supervisor Workflows
NetSuite Integration
Glossary
Agent User Guide
Additional Resources
IP Phone Users
Getting Started
Inbound and Outbound Call Handling
CRM Integrations
Desktop App Navigation
Chat
SMS/Text
Instant Message
Fax
Email
Admin Portal Help
Help Guide Overview
Portal Access
People Management
Global Settings
Contact Center Settings
Configuring Live Chat
Analytics & Reports
General Information
Dashboards and Reports
Building Reports
Contact Search
Supervisor Dashboard
Mobile App
Version Updates and Release Notes
Setting up the Contivio Mobile App
Basic Mobile App Functionality
Agent User Guide Version 30.0
Your help guide to the latest version of Contivio
Contivio Release Notes – OneUI Client and New Features
Getting Started
Logging In to Contivio
Initial Settings
App Navigation
Navigating the Contivio Softphone App
Accessing the Keypad in Contivio
Navigating the User Bar in Contivio
App Basics
Hold and Mute
Setting your Outbound Identity
Setting Outbound Category
How to Set Up Personal Voicemail
Internal Calling
Call Transfering
Start/Stop Call Recording
Break Status
Submitting a Support Ticket
See more
Agent Workflows
Making Phone Calls
Queued Voicemail
Conference Calls (Article)
Queue Callbacks
Adding Contacts in Contivio
Logging Notes and Disposition Codes
Types of Contacts and Filters in Contivio
Opt In and Out of Queues
Sending SMS in Contivio
Sending SMS from the Recents Tab in Contivio
Sending SMS from Smart Search in Contivio
Managing Multiple SMS Threads in Contivio
Managing Queue SMS in Contivio
Understanding SMS Thread History in Contivio
Enabling SMS Auto Accept in Contivio
See more
Supervisor Workflows
Enabling Agent Monitoring for Supervisors
NetSuite Integration
NetSuite Screen Pop
Click to Dial
Link to Call
Glossary
Glossary