Testing Your Desktop
All right, so you’ve created a really simple desktop with a single data entry element. Now it’s time to publish your desktop and test it out!
Publishing Your Desktop
Open your desktop again in the Desktop Designer. (From the list of desktops, click .)
Next, click . You’ll be asked whether you want to preview or publish your desktop. Select Publish, and then click PUBLISH.
Viewing Your Desktop
Now it’s time to view your desktop as your agents will see it. So far we’ve been working in the Designer. When your agents use your desktop, that’s called runtime.
In another tab or window of your browser, visit the URL for runtime.
Selecting Your Workzone
You’ll be prompted to select a workzone.
Select the workzone that has the same name as your desktop, and then click CONTINUE.
Going Ready
Once you’ve logged in to your workzone, you’ll see the telephony toolbar and a not ready box. It’s via the telephony toolbar that agents perform operations such as answering inbound calls and hanging up calls.
We set up your workzone to use the test telephony system. As such, you won’t actually be able to make real calls to a number, but you can mimic dialing any number to get a feel for how Syntelate XA works.
As well as performing telephony operations, agents use the telephony toolbar to indicate their readiness to receive work.
For now, click Ready in the telephony toolbar. You’ll be passed a dummy outbound call to make — and this will appear in the agent desktop that you’ve just created. Exciting!
Note: If you’re following this tutorial on an environment that has not been specially set up to support your learning, you probably won’t be passed an outbound record at this point.
Instead click New record in the menu to manually create a new record. You’ll then have to manually populate the three fields.
Making the Call
Click beside the Phone number field to make the call.
The bar at the bottom of the telephony toolbar turns orange to mimic dialing.
After 8 seconds the bar turns green, mimicking the customer having answered.
Completing the Call
Click the Hang up button in the telephony toolbar to hang up the customer.
When you do this, the telephony bar will turn red and you’ll move into wrap-up. In this state, the agent can continue to update the customer’s record before clicking the completion button to close the record.
Once you close the record, you’ll be passed another outbound call to make. This time, rather than hanging up, click the completion button straightaway. This disconnects the customer and closes the customer’s record, all in one go.
You can go through more records if you like, but with our rather simplistic desktop, there’s not much else to see yet. We’ll soon change that!
Note: If you’re following this tutorial on an environment that has not been specially set up to support your learning, you’ll have to click New record whenever you want a new record.
Going Not Ready
In the telephony toolbar, click Not ready. This tells Syntelate XA not to pass you any further records after you complete your current record.
Next, click the completion button to close your current record.
Logging Out
Click to open the side menu:
Next, click Log out.
Now it’s time to go back to the Designer and make our desktop a little more interesting! In the next chapter, we’ll look at Designing a Script.