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Agent

Contact Card – General

  • How to Reschedule Campaign Leads from the Contact Card
  • How to End wrap-up on the agent dashboard
  • How do I perform a warm transfer?

Getting Started

  • How do I confirm my agent invitation?

Agent Profile

  • How to setup an Email Signature

Agent Dashboard

  • Agent Dashboard - Selecting Disposition codes
  • The Zailab Mailbox
  • How do I see all the members in my organization?
  • How do I create a new contact?
  • How does my agent dashboard work?
  • What can I do in the agent dashboard?
See all 10 articles

Contact Card – Inbound

  • How do i transfer a call via the transfer List on the contact card
  • What happens when I receive a ticket
  • How do I transfer calls to a Work Type
  • What happens when I receive an Instant Message
  • How do I delete a contact?
  • What happens when I receive a call?
See all 9 articles

Contact Card – Outbound

  • How do I send a canned SMS or email response?
  • How do I insert an image into an email?
  • How do I make a call?
  • How do I send an SMS?
  • How do I send an email?
  • How do I schedule a callback?
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