Recommended Update Settings 7.4)
The update comes with a lot of new configuration settings, which are mentioned in the update history page.
It is recommended to enable or check the following new settings:
Live Agent Dashboard
•Activate the Wallboard
•Activate scheduler for Live Agent Dashboard Logout
•Activate scheduler to delete historical data for the wallboard
MS Teams - Mirage Connector Service
•Activate scheduler for Mirage MS Teams Connector service (mandatory even it was enabled before)
•Add your Teams Domain for Internal calls
Desaster Recovery Plan
Read the Desaster Recovery plan, which allows you to solve a major outage yourself.
Call Wrap Up
•Configuration to limit how often a user can extend the wrap-up time in the CTI Data Connector SoftPhone.
Update from older versions
If you did not update from version 7.3, have a look at the recommended update settings of the older versions.
Recommended settings for version 7.3
Workflow •Missed Calls - new Option: Track missed but answered calls MS Teams - Mirage Connector Service •Activate scheduler for Mirage MS Teams Connector service (mandatory) •Select outbound phone number for a queue (optional) •Select presence states for call routing (optional)
Recommended settings for version 7.1
•Enable Live Agent Status Dashboard , check new configuration values and decide, which fields should be shown in the dashboard
•If SMS is used, explore using templates for flows
Recommended settings for version 6.9
•Enable Power Dialer •Enable Live Agent Status Dashboard , check new configuration values and decide, which fields should be shown in the dashboard, e.g profile picture •Check if the extension number is added on the Salesforce user record . This is required to get the presence state in the internal phone directory •New configuration to not allow editing of the subject line of the call note in the CTI Data Connector SoftPhone •New configuration: Minimize SoftPhone after Save •Prolong the call wrap-up time •If you use High Velocity Sales, configure it to be used with CTI Data Connector for Salesforce® •If you use ContactCenter4ALL - Dial by e-mail address
Customers with Premium Support can open a ticket and request a free installation and explanation of the update. A full Power Dialer or SMS setup is available for an additional fee.