Agent Screen Applications

Agent Screen Applications is the product that lets you embed your own web applications into the agents' call screen. By bringing your CRM, help-desk system, order screen or internal panel into the agent's workspace, it lets them work from a single screen during the call.

What You Can Do

• You can connect any web application, CRM, help-desk system, order screen or internal panel to the agent screen.
• Live call events, caller information, call direction, duration and customer matching flow into your application at the moment of the call (screen-pop).
• You can place your application as a right panel card, a persistent tab or a floating window.
• You can define agent-based visibility by opening each application only to the agents you select.

Security

• Only the addresses you allow are verified and loaded.
• The application runs inside a sandboxed frame.
• Data is sent only to the address you define.

When It Is Used

• When you want to keep the agent from searching for the customer record in a separate tab during the call.
• When you want the customer record in your own system to open automatically based on the calling number.
• When you want to show different internal applications to different teams.

Getting the Product

• You can reach the product catalog by following the Marketplace step in the left menu.
• Select the Agent Screen Applications product to open the product detail page.
• Click the Add to Cart button to add the product to your cart and complete the payment steps.

Note: The address of the application you will connect must be defined among the allowed addresses; addresses that are not defined will not load.