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Quick Start

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
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  • Administrator
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    Getting Started Using the Agent Desktop Understanding Your Agent Role
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Quick Start

  • Downloading the Agent Desktop Native Application as an Administrator
  • Creating a User
  • Configuring Agent Desktop Native Application as an Administrator
  • Changing an Agent's Password
  • Renaming a Service
  • Unlocking an Agent
  • Associating Phone Numbers with a Service
  • Deleting a Service
  • Deleting an Agent
  • Assigning Services to an Agent
  • Assigning Skills to an Agent
  • Activating an Agent
  • Moving a Service
  • Assigning an Agent to an Agent Team
  • Routing Calls to Agents
  • Configuring Client-Level Service Settings
  • Understanding Service-Level Configuration Options
  • Creating an Agent
  • Copying a Service
  • Creating a Service Group
  • Understanding SmartReach Services
  • Understanding User Roles and Permissions
  • Unlocking a User
  • Deleting a User
  • Using Subnet IP for Added Security
  • Understanding and Navigating the Monitor Tab
  • Minimum PC Requirements for Administrators (Users) and Agents
  • Configuring the LiveVox Quick Connect (QC) Service
  • The LiveVox Quick Connect (QC) Service
  • Requesting a New Inbound Service
  • Creating a Group Voicemail
  • Requesting Quality Assurance (QA) Testing for Services, Messages, or Call Flows
  • Requesting a New Manual Service
  • Requesting an HCI Service
  • Requesting Additional Call Centers
  • Processing Quick Connect Service Requests
  • Managing Reporting Outcomes
  • Deleting an Agent Voicemail
  • Creating an Agent Extension
  • Requesting a New Preview Service
  • Requesting a New Unattended Service
  • Customizing Export Formats
  • Routing an Inbound Call
  • Creating a Message and Assigning the Message to a Service
  • Technical Specifications and Requirements
  • LiveVox Minimum Agent and User Requirements
  • Configuring a Preview All Service Type
  • Configuring the Unattended Service Type
  • Configuring the Human Call Initiator (HCI) Service
  • Configuring a 10DMT Service
  • Logging in to the LiveVox/SmartReach Portal Using Single Sign-On (SSO)

Popular Articles

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  6. Determining if a Phone Number Is a Wireless Phone Number
  7. The Customer Community Hub
  8. Unable to Log in as an Administrator or Agent
  9. Agents Cannot Use Templates for Sending Email and SMS Messages

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