Agent Screen Video Tutorials
  • 17 Dec 2024
  • 3 Minutes to read
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Agent Screen Video Tutorials

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Article summary

➀  How to Change Agent Status 

In this video, we'll be taking a closer look at how the agent change the status.


➀  How to Receive Inbound Calls 

In this video, we'll be taking a closer look at how the agent receive an inbound call.



➀  How to Make Manuel Outbound Calls 

In this video, we'll be taking a closer look at how the agent make an outbound call manually.



➀  How to Make Campaign Outbound Calls 

In this video, we'll be taking a closer look at how the agent make a campaign outbound call. 





➀  How to Receive Web Chat Calls 

In this video, we'll be taking a closer look at how the agent receive a web chat call.




➀  How to Receive WhatsApp Calls 

In this video, we'll be taking a closer look at how the agent receive a WhatsApp call.



➀  How to Receive Facebook Calls 

In this video, we'll be taking a closer look at how the agent receive a Facebook call..



➀  How to Receive Instagram Calls 

In this video, we'll be taking a closer look at how the agent receive a Instagram call..



➀  How to Open Pop-up URLs During Call 

In this video, we'll be taking a closer look at how the agent open the pop-up URL during the call.



➀  How to Add Contact to Campaign During Call

In this video, we'll be taking a closer look at how the agent add contacts to an existing campaign during the call.

0:10 – Login to the Tegsoft software as agent
0:13 – Answering the inbound call
0:26 – Clicking on the phone icon to add the contact to a campaign
0:28 – Selecting the campaign type
0:33 – Selecting the campaign
0:43 – Clicking +Add to campaign button


➀  How to Send SMS During Call 

In this video, we'll be taking a closer look at how the agent send SMS during the call.




➀  How to Access Contact History 

In this video, we'll be taking a closer look at how the agent access contact history.



➀  How to Receive Payment During Call via VPOS 

In this video, we'll be taking a closer look at how the agent receive payment during the call via VPOS.

0:10 – Login to the Tegsoft software as agent
0:13 – Dialing the phone number
0:17 – Clicking on the call icon
0:34 – Clicking on the Credit Cards tab
0:44 – Clicking on the speaker icon
0:46 – Selecting the VPOS Type
0:55 – Writing the payment amount
0:57 – Writing the tracking number
1:00 – Clicking on the OK icon
1:06 – Getting information about payment process
1:15 – Terminating the call


➀  Outbound Web Chat Call Features

In this video, we'll be taking a closer look at how the agent start a web chat call and outbound web chat call features. 
(In order for an agent to start a web chat call, it is a prerequisite that the customer has started a web chat call at least once before.)

0:10– Login to the Tegsoft software as agent
0:18– Filtering the contact from search menu
0:26– Clicking the Refresh button
0:31– Selecting the contact
0:39– Clicking the Contact History tab
0:45– Selecting the web chat session to display details
0:54– Clicking the speech bubble icon to start a web chat call
1:11– Displaying that the web chat call direction is outbound
1:15– Sending a message to the visitor
1:35– Terminating the web chat call


➀  How to Access Agent E-Learning (LMS) Training Materials

In this video, we'll be taking a closer look at how the agent access E-Learning Training Materials.

0:10 – Login to the Tegsoft software as agent
0:11 – Clicking the question mark icon at the top right-hand corner
0:16 – Selecting agent training at the bottom of the page



Tegsoft makes no representations or warranties, either express or implied, by or with respect to anything in this document, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special or consequential damages.

Copyright Β© 2021, Tegsoft. All rights reserved.

"Tegsoft" and Tegsoft’s products are trademarks of Tegsoft. References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only.


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